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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
26
Fortitude Advisory Group
Washington
$14.9M +$14.9M +483,843 New
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$14.8M -$9.28K -302 -0.1%
FWI
28
Facet Wealth Inc
Maryland
$14.8M +$6.12M +199,259 +70%
CAN
29
Cetera Advisor Networks
California
$14M +$661K +21,503 +5%
Jane Street
30
Jane Street
New York
$13.6M -$4.77M -155,134 -26%
WMG
31
WESCAP Management Group
California
$13.3M +$924K +30,080 +7%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$12.6M +$1.68M +54,676 +15%
SMM
33
Stadion Money Management
Georgia
$12.5M +$12.5M +405,640 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$1.42M +46,219 +13%
CTWM
35
Cherry Tree Wealth Management
Minnesota
$12.3M -$1.46M -47,678 -11%
PAG
36
Private Advisor Group
New Jersey
$11.7M +$5.72M +186,310 +96%
RJA
37
Raymond James & Associates
Florida
$11.6M -$762K -24,796 -6%
Truist Financial
38
Truist Financial
North Carolina
$11.4M +$179K +5,819 +2%
PFT
39
Providence First Trust
Arizona
$10.6M +$1.25M +40,730 +13%
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$10.4M +$309K +10,071 +3%
AWM
41
Ameliora Wealth Management
Switzerland
$10M +$1.47M +47,954 +17%
WWA
42
WCG Wealth Advisors
Nevada
$9.74M +$9.74M +316,956 New
Creative Planning
43
Creative Planning
Kansas
$9.7M +$4.21M +136,908 +77%
PCIA
44
Prime Capital Investment Advisors
Kansas
$9.19M -$1.74M -56,501 -16%
CC
45
Courier Capital
New York
$9.17M +$405K +13,181 +5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$8.92M -$77.4K -2,520 -0.9%
DIA
47
Dean Investment Associates
Ohio
$8.48M -$111K -3,617 -1%
AA
48
Alesco Advisors
New York
$8.43M +$517K +16,840 +7%
CWA
49
Centennial Wealth Advisory
Michigan
$8.33M -$627K -20,402 -7%
NA
50
NewEdge Advisors
Louisiana
$8.25M +$1.6M +52,130 +24%
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