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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
326
Protective Life
Alabama
– -$500K -16,300 Closed
LWM
327
Liberty Wealth Management
California
– -$466K -15,190 Closed
CPSAC
328
Chas P. Smith & Associates (CPS)
Florida
– -$405K -13,201 Closed
FA
329
Flagstar Advisors
New York
– -$362K -11,805 Closed
TA
330
TruWealth Advisors
Louisiana
– -$342K -11,140 Closed
SWA
331
Stratos Wealth Advisors
Ohio
– -$327K -10,665 Closed
APWA
332
Atlas Private Wealth Advisors
New Jersey
– -$308K -10,040 Closed
CI
333
Ceera Investments
Texas
– -$283K -9,225 Closed
WF
334
Welch & Forbes
Massachusetts
– -$276K -9,000 Closed
AWA
335
Arete Wealth Advisors
Illinois
– -$237K -7,733 Closed
AI
336
Auour Investments
Massachusetts
– -$228K -7,437 Closed
MG
337
Mather Group
Illinois
– -$204K -6,654 Closed
HDIM
338
Hanson & Doremus Investment Management
Vermont
– -$172K -5,610 Closed
FBC
339
Fairfield, Bush & Co
Connecticut
– -$69.6K -2,266 Closed
MIH
340
Meitav Investment House
Israel
– -$53.6K -1,746 Closed
WP
341
WealthPLAN Partners
Nebraska
– -$39.9K -1,300 Closed
PGAM
342
Princeton Global Asset Management
New Jersey
– -$33K -1,074 Closed
TFP
343
Tilia Fiduciary Partners
North Carolina
– -$7.94K -259 Closed
IPW
344
Impact Partnership Wealth
Georgia
– -$6.63K -216 Closed
FA
345
Fiduciary Alliance
South Carolina
– -$4.91K -160 Closed
HT
346
Headlands Technologies
Illinois
– -$4.54K -148 Closed
DI
347
Disciplined Investments
Oklahoma
– -$2.24K -73 Closed
FCAS
348
First Command Advisory Services
Texas
– -$1.38K -45 Closed
TRCT
349
Tower Research Capital (TRC)
New York
– -$1.38K -45 Closed
BlackRock
350
BlackRock
New York
– -$1.26K -41 Closed
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14
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