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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
LPL Financial
California
$70.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
State Street
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
Citadel Advisors
Florida
$2.3M
3
MNA
Manning & Napier Advisors
New York
$0
4
FAG
Fortitude Advisory Group
Washington
$0
5
WCM
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
326
Liberty Wealth Management
California
– -$96K -96,003 Closed
FFWA
327
Forthright Family Wealth Advisory
Texas
– -$2.33M -75,440 Closed
NP
328
Nilsine Partners
Colorado
– -$2.2M -71,201 Closed
OPAM
329
Ocean Park Asset Management
California
– -$2.13M -69,100 Closed
First Trust Advisors
330
First Trust Advisors
Illinois
– -$1.67M -53,979 Closed
RWM
331
Revisor Wealth Management
Ohio
– -$959K -31,078 Closed
SCM
332
Sage Capital Management
New Jersey
– -$688K -22,295 Closed
GCIM
333
Gunn & Company Investment Management
Florida
– -$423K -13,714 Closed
WCM
334
Windham Capital Management
Massachusetts
– -$421K -13,652 Closed
PI
335
PFG Investments
New York
– -$420K -13,629 Closed
SA
336
Sanctuary Advisors
Indiana
– -$354K -11,477 Closed
WIA
337
World Investment Advisors
California
– -$319K -10,345 Closed
IA
338
IFG Advisory
Georgia
– -$301K -9,743 Closed
HAS
339
HBW Advisory Services
California
– -$299K -9,706 Closed
CAG
340
Curtis Advisory Group
California
– -$227K -7,348 Closed
SF
341
Summit Financial
New Jersey
– -$217K -7,020 Closed
SAM
342
Secure Asset Management
Michigan
– -$213K -6,888 Closed
National Bank of Canada
343
National Bank of Canada
Quebec, Canada
– -$73.6K -2,389 Closed
BlackRock
344
BlackRock
New York
– -$64.2K -2,082 Closed
WIA
345
Wetzel Investment Advisors
Indiana
– -$50.7K -1,643 Closed
SS
346
Sunbelt Securities
Texas
– -$25.6K -829 Closed
CFS
347
CGC Financial Services
Oregon
– -$16.2K -525 Closed
IAIM
348
International Assets Investment Management
Florida
– -$8.68K -281 Closed
PCM
349
Penserra Capital Management
California
– -$8K -258 Closed
NP
350
NorthRock Partners
Minnesota
– -$7.03K -228 Closed
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