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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 %
SIM
26
Stratos Investment Management
Ohio
$14.5M +$951K +31,263 +7%
IHWM
27
Iron Horse Wealth Management
Iowa
$14.4M +$722K +23,713 +5%
TCFP
28
Treasure Coast Financial Planning
Florida
$13.5M +$439K +14,434 +3%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$733K +24,075 +6%
RJA
30
Raymond James & Associates
Florida
$12.8M -$460K -15,116 -3%
Renaissance Technologies
31
Renaissance Technologies
New York
$12M -$13.6M -447,200 -53%
PGA
32
Portland Global Advisors
Maine
$11.6M -$113K -3,705 -1%
WMG
33
WESCAP Management Group
California
$11.1M +$1.65M +54,256 +18%
CM
34
Cornerstone Management
Georgia
$11M +$978K +32,136 +10%
NYLIM
35
New York Life Investment Management
New York
$11M +$974K +32,015 +10%
Truist Financial
36
Truist Financial
North Carolina
$10.9M -$807K -26,534 -7%
GEA
37
Glen Eagle Advisors
New Jersey
$9.73M -$2.6M -85,297 -21%
CWA
38
Centennial Wealth Advisory
Michigan
$9.17M -$3.19M -104,774 -26%
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$8.92M +$341K +11,015 +4%
CC
40
Courier Capital
New York
$8.92M -$220K -7,222 -2%
VWA
41
V Wealth Advisors
Kansas
$8.81M +$8.81M +289,612 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$8.75M +$1.8M +59,258 +26%
MWC
43
MBM Wealth Consultants
Missouri
$8.72M – – –
AWM
44
Ameliora Wealth Management
Switzerland
$8.71M -$136K -4,480 -2%
Mariner
45
Mariner
Kansas
$8.65M -$2.47M -81,079 -22%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.63M -$7.09M -233,072 -45%
HAC
47
Harbor Advisory Corp
New Hampshire
$8.42M -$276K -9,075 -3%
DIA
48
Dean Investment Associates
Ohio
$8.37M +$47.9K +1,573 +0.6%
AA
49
Advisory Alpha
Michigan
$8.36M -$109K -3,574 -1%
PIM
50
Penobscot Investment Management
Massachusetts
$8.3M -$572K -18,810 -6%
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