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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Meridian Wealth Management
Kentucky
– -$980K -32,033 Closed
FT
327
Fiduciary Trust
Massachusetts
– -$967K -31,623 Closed
VWM
328
Vigilare Wealth Management
Arizona
– -$593K -19,380 Closed
KOC
329
Koss-Olinger Consulting
Florida
– -$448K -14,631 Closed
SWA
330
Strata Wealth Advisors
Texas
– -$426K -13,935 Closed
AM
331
AGF Management
Ontario, Canada
– -$422K -13,780 Closed
MA
332
Mutual Advisors
Nebraska
– -$347K -11,355 Closed
HPA
333
High Probability Advisors
New York
– -$336K -10,972 Closed
1WM
334
1900 Wealth Management
Texas
– -$334K -10,924 Closed
PBM
335
Propel Bio Management
California
– -$283K -9,267 Closed
SAM
336
Simplify Asset Management
Nevada
– -$283K -9,267 Closed
BRWA
337
B. Riley Wealth Advisors
Florida
– -$264K -8,629 Closed
AWM
338
Able Wealth Management
New Jersey
– -$234K -7,654 Closed
AWA
339
Arete Wealth Advisors
Illinois
– -$229K -7,471 Closed
CF
340
Centaurus Financial
California
– -$135K -4,405 Closed
FBC
341
Fairfield, Bush & Co
Connecticut
– -$117K -3,828 Closed
HFM
342
Hartford Financial Management
Connecticut
– -$88K -2,876 Closed
RIM
343
Rockbridge Investment Management
New York
– -$83.5K -2,729 Closed
NMG
344
New Millennium Group
Utah
– -$41.7K -1,362 Closed
SFA
345
Semmax Financial Advisors
North Carolina
– -$26.6K -865 Closed
BTI
346
Blue Trust Inc
Georgia
– -$13K -436 Closed
CA
347
Clearstead Advisors
Ohio
– -$10.5K -344 Closed
BBHC
348
Brown Brothers Harriman & Co
New York
– -$9.18K -300 Closed
HWM
349
HighMark Wealth Management
Minnesota
– -$7.97K -260 Closed
PCM
350
Penserra Capital Management
California
– -$7K -242 Closed
11 12 13
14
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