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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
Fortis Advisors
Pennsylvania
$3.44K +$3.44K +113 New
GWM
327
Guardian Wealth Management
Illinois
$3.14K +$31 +1 +1%
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$2.83K – – –
HT
329
Headlands Technologies
Illinois
$1.55K -$6.06K -199 -80%
GWANC
330
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04K – – –
AWM
331
Avior Wealth Management
Nebraska
$943 +$943 +31 New
FGAM
332
Financial Gravity Asset Management
Texas
$687 – – –
LFG
333
Larson Financial Group
Missouri
$487 – – –
WP
334
WealthShield Partners
North Carolina
$396 +$396 +13 New
VFA
335
Values First Advisors
Tennessee
$168 – – –
TWA
336
Tillar-Wenstrup Advisors
Ohio
– -$11.1M -364,568 Closed
PAG
337
Powers Advisory Group
Illinois
– -$5.74M -188,948 Closed
DI
338
DDFG Inc
California
– -$4.14M -136,096 Closed
SMG
339
Smart Money Group
Texas
– -$3.42M -112,653 Closed
HIF
340
Hill Island Financial
Michigan
– -$2.71M -89,122 Closed
1IA
341
1620 Investment Advisors
Massachusetts
– -$1.97M -64,983 Closed
FFG
342
Frisch Financial Group
New York
– -$1.83M -60,044 Closed
OC
343
Oppenheimer & Co
New York
– -$1.13M -37,149 Closed
AP
344
Adero Partners
California
– -$1.09M -35,924 Closed
Wealthfront Advisers
345
Wealthfront Advisers
California
– -$661K -21,752 Closed
CFAM
346
Center For Asset Management
Florida
– -$529K -17,411 Closed
PWPS
347
Pinnacle Wealth Planning Services
Ohio
– -$518K -17,050 Closed
CCG
348
Ceeto Capital Group
Florida
– -$486K -16,000 Closed
SFS
349
Sowell Financial Services
Arkansas
– -$479K -15,752 Closed
OIM
350
Orca Investment Management
Oregon
– -$448K -14,742 Closed
12 13
14
15 16