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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$25.6M
3
LPL Financial
LPL Financial
California
$60.7M
4
OIA
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$121M
3
TF
TIAA FSB
Florida
$24.9M
4
APW
Aurora Private Wealth
New Jersey
$0
5
RA
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$9.12K +$9.12K +300 New
CFFP
327
Center for Financial Planning
Michigan
$8.87K – – –
RBC
328
Roble Belko & Company
Pennsylvania
$8K – – –
HT
329
Headlands Technologies
Illinois
$8K +$8K +250 New
DI
330
Disciplined Investments
Oklahoma
$6.17K -$19.4K -639 -76%
BC
331
Burleson & Co
California
$6.11K – – –
AWM
332
AllSquare Wealth Management
New York
$6.08K – – –
DJSG
333
D.J. St. Germain
Massachusetts
$6.02K -$4.9K -161,271 -45%
HCP
334
Hexagon Capital Partners
Arkansas
$5.8K -$7.17K -236 -55%
PAG
335
Private Advisor Group
New Jersey
$5.45K -$107 -3,511 -2%
FNBOSM
336
First National Bank of South Miami
Florida
$5K -$30.7K -1,033 -86%
C
337
Covestor
United Kingdom
$5K – – –
AA
338
Ancora Advisors
Ohio
$5K +$5K +150 New
GWM
339
Guardian Wealth Management
Illinois
$3.11K +$30 +1 +1%
GI
340
Gradient Investments
Minnesota
$2.92K – – –
BCMLT
341
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.86K -$55.2K -1,816 -95%
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$2.83K +$2.83K +93 New
Fidelity Investments
343
Fidelity Investments
Massachusetts
$1.32K -$2.77K -90 -68%
TA
344
Tectonic Advisors
Texas
$1.09K +$1.09K +36 New
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03K – – –
FGAM
346
Financial Gravity Asset Management
Texas
$961 -$3.84K -120 -80%
LFG
347
Larson Financial Group
Missouri
$486 – – –
VFA
348
Values First Advisors
Tennessee
$168 +$168 +6 New
DCM
349
Davidson Capital Management
Texas
– -$43.6M -1,437,872 Closed
APW
350
Aurora Private Wealth
New Jersey
– -$24.1M -794,298 Closed
12 13
14
15 16