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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
LPL Financial
California
$70.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
State Street
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
Citadel Advisors
Florida
$2.3M
3
MNA
Manning & Napier Advisors
New York
$0
4
FAG
Fortitude Advisory Group
Washington
$0
5
WCM
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
301
Guardian Wealth Management
Illinois
$3.49K +$62 +2 +2%
SWM
302
Spire Wealth Management
Virginia
$3.44K -$80.3K -2,593 -96%
TRCT
303
Tower Research Capital (TRC)
New York
$3.05K +$3.05K +99 New
DWA
304
Delos Wealth Advisors
Texas
$2.28K – – –
CHA
305
Carmichael Hill & Associates
Maryland
$1.42K – – –
RWPA
306
Richard W. Paul & Associates
Michigan
$1.36K – – –
GWANC
307
Guardian Wealth Advisors (North Carolina)
North Carolina
$987 – – –
PA
308
Parallel Advisors
California
$987 – – –
GI
309
GS Investments
Minnesota
$926 – – –
BWAM
310
Boyd Watterson Asset Management
Ohio
$740 -$46.7K -1,513 -98%
NMG
311
New Millennium Group
Utah
$671 – – –
VFA
312
Values First Advisors
Tennessee
$171 – – –
NC
313
NewSquare Capital
Pennsylvania
$154 -$6.92M -224,586 -100%
LC
314
Lindbrook Capital
California
$18 – – –
S
315
Sachetta
Massachusetts
$1 -$1 – –
MNA
316
Manning & Napier Advisors
New York
– -$17.5M -567,445 Closed
FAG
317
Fortitude Advisory Group
Washington
– -$15.9M -513,823 Closed
WCM
318
Wealthcare Capital Management
Virginia
– -$15M -486,515 Closed
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
– -$9.89M -320,406 Closed
MWC
320
MBM Wealth Consultants
Missouri
– -$8.6M -279,620 Closed
ECA
321
Elevation Capital Advisory
Oregon
– -$4.98M -161,572 Closed
SFC
322
Strategic Financial Concepts
Texas
– -$10.4K -150,340 Closed
QAM
323
Q3 Asset Management
Michigan
– -$4.53M -146,968 Closed
ASFA
324
All Season Financial Advisors
Colorado
– -$3.63M -117,506 Closed
PFS
325
Prospera Financial Services
Texas
– -$3.22M -104,527 Closed
11 12
13
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