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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$52.9M
2
NYLIM
2
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
3
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$30.9M
5
TF
5
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$207M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
5
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
26
Cedar Mountain Advisors
Oregon
$17.3M +$230K +7,506 +1%
SIM
27
Stratos Investment Management
Ohio
$15.6M +$997K +32,497 +7%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$14.8M -$172K -5,600 -1%
CTWM
29
Cherry Tree Wealth Management
Minnesota
$13.7M +$13.7M +447,412 New
CAN
30
Cetera Advisor Networks
California
$13.3M -$12.6M -411,218 -49%
WMG
31
WESCAP Management Group
California
$12.4M +$1.24M +40,289 +11%
RJA
32
Raymond James & Associates
Florida
$12.3M -$573K -18,655 -4%
Truist Financial
33
Truist Financial
North Carolina
$11.2M +$297K +9,667 +3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$10.9M +$8.94M +291,291 +450%
PCIA
35
Prime Capital Investment Advisors
Kansas
$10.9M +$10.9M +355,744 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$10.9M -$2.09M -67,939 -16%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$10.1M +$1.25M +40,849 +14%
PFT
38
Providence First Trust
Arizona
$9.33M +$2.59M +84,351 +38%
VWA
39
V Wealth Advisors
Kansas
$9.15M +$257K +8,379 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$8.99M +$170K +5,532 +2%
CWA
41
Centennial Wealth Advisory
Michigan
$8.95M -$296K -9,654 -3%
CC
42
Courier Capital
New York
$8.75M -$241K -7,851 -3%
FWI
43
Facet Wealth Inc
Maryland
$8.65M +$6.88M +225,106 +389%
DIA
44
Dean Investment Associates
Ohio
$8.58M +$140K +4,564 +2%
AWM
45
Ameliora Wealth Management
Switzerland
$8.55M -$237K -7,717 -3%
AA
46
Advisory Alpha
Michigan
$8.38M -$54.6K -1,778 -0.6%
HAC
47
Harbor Advisory Corp
New Hampshire
$8.32M -$167K -5,434 -2%
PIM
48
Penobscot Investment Management
Massachusetts
$8.26M -$113K -3,695 -1%
AA
49
Alesco Advisors
New York
$7.9M -$9.23M -300,880 -54%
AI
50
Atria Investments
North Carolina
$7.73M +$63.5K +2,068 +0.8%
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