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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
Evolution Wealth Advisors
Florida
– -$390K -12,820 Closed
BW
352
Bison Wealth
Georgia
– -$373K -12,166 Closed
MFGM
353
Marshall Financial Group (Maryland)
Maryland
– -$295K -9,716 Closed
PCA
354
Prosperity Capital Advisors
Ohio
– -$276K -9,085 Closed
FPCP
355
Fort Point Capital Partners
California
– -$273K -8,989 Closed
OBWG
356
Onyx Bridge Wealth Group
New York
– -$253K -8,285 Closed
CPWA
357
Cerro Pacific Wealth Advisors
California
– -$248K -8,157 Closed
CCM
358
Crabel Capital Management
California
– -$241K -7,925 Closed
SWM
359
Scissortail Wealth Management
Oklahoma
– -$231K -7,575 Closed
WS
360
Wedbush Securities
California
– -$229K -7,527 Closed
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
– -$220K -7,252 Closed
Koshinski Asset Management
362
Koshinski Asset Management
Illinois
– -$220K -7,235 Closed
M&T Bank
363
M&T Bank
New York
– -$219K -7,200 Closed
JCIA
364
Jackson Creek Investment Advisors
Colorado
– -$217K -7,155 Closed
SB
365
Strategic Blueprint
Georgia
– -$203K -6,678 Closed
TAM
366
Tocqueville Asset Management
New York
– -$201K -6,600 Closed
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
– -$311K -5,300 Closed
AWM
368
Accurate Wealth Management
Florida
– -$66K -2,167 Closed
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
– -$48K -1,611 Closed
MCC
370
Money Concepts Capital
Florida
– -$34.3K -1,128 Closed
EE
371
EWG Elevate
California
– -$32.9K -1,082 Closed
RIA
372
Realta Investment Advisors
Delaware
– -$27K -890 Closed
FWA
373
Freedom Wealth Alliance
Wisconsin
– -$22.8K -750 Closed
HNWAG
374
High Net Worth Advisory Group
Florida
– -$18.2K -600 Closed
RFS
375
Retirement Financial Solutions
Tennessee
– -$17.3K -569 Closed
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15
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