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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
Jane Street
New York
$54.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$59.8M
4
TCM
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$2.11M
2
SMM
Stadion Money Management
Georgia
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$16.1M
4
AWM
AE Wealth Management
Kansas
$4.59M
5
WWA
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$18M +$3.23M +105,450 +22%
CMA
27
Cedar Mountain Advisors
Oregon
$17.3M -$33.8K -1,104 -0.2%
Osaic Holdings
28
Osaic Holdings
Arizona
$16.1M -$11M -358,349 -40%
WMG
29
WESCAP Management Group
California
$15.8M +$2.56M +83,551 +19%
State Street
30
State Street
Massachusetts
$15.2M +$14.2M +464,964 +1,472%
FAG
31
Fortitude Advisory Group
Washington
$15.1M +$335K +10,935 +2%
CAN
32
Cetera Advisor Networks
California
$14.4M +$489K +15,984 +4%
PFT
33
Providence First Trust
Arizona
$12.6M +$2.06M +67,204 +19%
SIM
34
Stratos Investment Management
Ohio
$12.6M -$3.97M -129,823 -24%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$11.9M -$696K -22,746 -6%
CTWM
36
Cherry Tree Wealth Management
Minnesota
$11.8M -$397K -12,987 -3%
Truist Financial
37
Truist Financial
North Carolina
$11.8M +$413K +13,491 +4%
AWM
38
Ameliora Wealth Management
Switzerland
$11.2M +$1.23M +40,068 +12%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$11.1M -$1.14M -37,326 -9%
RJA
40
Raymond James & Associates
Florida
$11M -$533K -17,417 -5%
KBFS
41
Kohmann Bosshard Financial Services
Ohio
$10.5M +$83.1K +2,716 +0.8%
AA
42
Advisory Alpha
Michigan
$10.4M +$2.62M +85,755 +34%
PCIA
43
Prime Capital Investment Advisors
Kansas
$9.05M -$108K -3,520 -1%
CC
44
Courier Capital
New York
$9M -$130K -4,255 -1%
ARC
45
Advisor Resource Council
Texas
$8.94M +$8.54M +279,120 +2,101%
PAG
46
Private Advisor Group
New Jersey
$8.52M -$3.09M -100,935 -27%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$8.47M -$418K -13,659 -5%
MWC
48
MBM Wealth Consultants
Missouri
$8.27M +$1.51M +48,999 +22%
PIM
49
Penobscot Investment Management
Massachusetts
$8.19M +$10.6K +345 +0.1%
DIA
50
Dean Investment Associates
Ohio
$8.16M -$279K -9,136 -3%
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