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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$52.9M
2
NYLIM
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$30.9M
5
TF
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Ameriprise
Ameriprise
Minnesota
$207M
3
CCA
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
326
Portland Global Advisors
Maine
– -$11.6M -381,081 Closed
SI
327
SimpliFi Inc
California
– -$7.35M -241,404 Closed
HW
328
Hedeker Wealth
Illinois
– -$5.47M -179,878 Closed
WIC
329
Woodmont Investment Counsel
Tennessee
– -$4.65M -152,651 Closed
GWM
330
Greenwich Wealth Management
Connecticut
– -$2.01M -65,965 Closed
MSAM
331
Moloney Securities Asset Management
Missouri
– -$1.85M -60,770 Closed
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
– -$1.59M -52,271 Closed
AHC
333
Anderson Hoagland & Co
Missouri
– -$1.54M -50,628 Closed
SI
334
Stephens Inc
Arkansas
– -$1.46M -47,862 Closed
PAS
335
Park Avenue Securities
New York
– -$1.26M -41,313 Closed
LCWP
336
Legacy Capital Wealth Partners
Arkansas
– -$1.12M -36,751 Closed
WWM
337
WT Wealth Management
Arizona
– -$989K -32,488 Closed
DAS
338
Dynamic Advisor Solutions
Arizona
– -$981K -32,252 Closed
FCM
339
Fourpath Capital Management
Oklahoma
– -$731K -24,027 Closed
SP
340
Successful Portfolios
Florida
– -$713K -23,445 Closed
SFS
341
Strategic Financial Services
New York
– -$703K -23,087 Closed
AIM
342
Aspen Investment Management
Michigan
– -$527K -17,308 Closed
CWA
343
Capital Wealth Alliance
Arizona
– -$421K -13,830 Closed
KF
344
Krilogy Financial
Missouri
– -$356K -11,683 Closed
TI
345
Trexquant Investment
Connecticut
– -$355K -11,655 Closed
WB
346
WesBanco Bank
West Virginia
– -$297K -9,775 Closed
UB
347
UMB Bank
Missouri
– -$283K -9,300 Closed
DK
348
David Kennon
Florida
– -$272K -8,927 Closed
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
– -$261K -8,581 Closed
CWM
350
Cabot Wealth Management
Massachusetts
– -$253K -8,308 Closed
11 12 13
14
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