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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
326
Values First Advisors
Tennessee
$170 – – –
LC
327
Lindbrook Capital
California
$18 – – –
S
328
Sachetta
Massachusetts
$1 -$1 – –
AI
329
Atria Investments
North Carolina
– -$6.93M -224,766 Closed
Jane Street
330
Jane Street
New York
– -$4.51M -146,287 Closed
Citadel Advisors
331
Citadel Advisors
Florida
– -$2.3M -74,616 Closed
WS
332
Wela Strategies
Georgia
– -$2.15M -69,746 Closed
Susquehanna International Group
333
Susquehanna International Group
Pennsylvania
– -$2.05M -66,417 Closed
CW
334
CreativeOne Wealth
Kansas
– -$1.26M -40,785 Closed
LCWP
335
Legacy Capital Wealth Partners
Arkansas
– -$1.07M -34,633 Closed
ARC
336
Advisor Resource Council
Texas
– -$844K -27,347 Closed
SI
337
SimpliFi Inc
California
– -$829K -26,872 Closed
DC
338
Davenport & Co
Virginia
– -$800K -25,936 Closed
AWM
339
Axxcess Wealth Management
California
– -$735K -23,839 Closed
DADC
340
D.A. Davidson & Co
Montana
– -$662K -21,462 Closed
PHWM
341
Pine Harbor Wealth Management
Maryland
– -$594K -19,270 Closed
RA
342
Rockingstone Advisors
Massachusetts
– -$530K -17,179 Closed
FCM
343
Fourpath Capital Management
Oklahoma
– -$520K -16,854 Closed
HBS
344
Howard Bailey Securities
Indiana
– -$492K -15,959 Closed
BAM
345
Berkshire Asset Management
Pennsylvania
– -$481K -15,595 Closed
ASN
346
Advisory Services Network
Georgia
– -$463K -14,996 Closed
DWM
347
Destination Wealth Management
California
– -$405K -13,138 Closed
CFS
348
Cannon Financial Strategists
Georgia
– -$404K -13,102 Closed
Stifel Financial
349
Stifel Financial
Missouri
– -$388K -12,593 Closed
RCM
350
Raleigh Capital Management
North Carolina
– -$366K -11,856 Closed
11 12 13
14
15