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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
AllSquare Wealth Management
New York
$6.15K – – –
NA
302
NewEdge Advisors
Louisiana
$5.47K -$982 -32 -15%
PA
303
Parallel Advisors
California
$5.1K +$4.12K +134 +419%
AWM
304
Angeles Wealth Management
California
$4.95K – – –
HNB
305
Huntington National Bank
Ohio
$4.18K -$4.2K – –
TFA
306
Transamerica Financial Advisors
Florida
$4K -$1.57K -40 -28%
PWMG
307
Prestige Wealth Management Group
New Jersey
$4K – – –
GWM
308
Guardian Wealth Management
Illinois
$3.52K +$61 +2 +2%
SWM
309
Spire Wealth Management
Virginia
$3.43K – – –
IA
310
IFP Advisors
Florida
$3.04K -$20.3K -662 -87%
GM
311
GeoWealth Management
Illinois
$2.89K -$1.59M -51,728 -100%
TRCT
312
Tower Research Capital (TRC)
New York
$2.61K -$430 -14 -14%
AIM
313
Astor Investment Management
Illinois
$2.09K -$19.9M -647,861 -100%
LIS
314
Legacy Investment Solutions
Idaho
$2.03K -$6K -195 -75%
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$2.03K -$6K -195 -75%
NWWA
316
New Wave Wealth Advisors
Arkansas
$1.94K -$221K -7,184 -99%
DP
317
Denver PWM
Colorado
$1.38K +$1.38K +45 New
GWANC
318
Guardian Wealth Advisors (North Carolina)
North Carolina
$983 – – –
RWPA
319
Richard W. Paul & Associates
Michigan
$922 -$430 -14 -32%
GI
320
GS Investments
Minnesota
$922 – – –
NS
321
NBC Securities
Alabama
$901 -$969K -31,187 -100%
NC
322
NewSquare Capital
Pennsylvania
$830 +$676 +22 +440%
NMG
323
New Millennium Group
Utah
$669 – – –
Q1WB
324
Quest 10 Wealth Builders
Virginia
$375 +$375 +12 New
FDW
325
Fourth Dimension Wealth
Ohio
$215 +$215 +7 New
11 12
13
14 15