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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
26
Fortitude Advisory Group
Washington
$15.8M +$595K +19,287 +4%
AA
27
Advisory Alpha
Michigan
$14.7M +$4.2M +136,296 +40%
Osaic Holdings
28
Osaic Holdings
Arizona
$14.1M -$2.16M -70,009 -13%
WCM
29
Wealthcare Capital Management
Virginia
$13.6M +$13.6M +441,205 New
Truist Financial
30
Truist Financial
North Carolina
$13.3M +$1.41M +45,681 +12%
SIM
31
Stratos Investment Management
Ohio
$13.2M +$483K +15,652 +4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$12M +$7.75M +251,310 +182%
PFT
33
Providence First Trust
Arizona
$11.6M -$1.13M -36,560 -9%
CTWM
34
Cherry Tree Wealth Management
Minnesota
$11.5M -$411K -13,322 -3%
AWM
35
Ameliora Wealth Management
Switzerland
$11.2M -$125K -4,059 -1%
TB
36
Treynor Bancshares
Iowa
$10.7M +$3.3M +107,190 +45%
RJA
37
Raymond James & Associates
Florida
$10.7M -$389K -12,621 -4%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$9.88M -$1.34M -43,413 -12%
CFG
39
Carr Financial Group
Massachusetts
$9.75M +$9.27M +300,535 +1,917%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$9.44M -$2.52M -81,671 -21%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.09M +$1.08M +35,132 +14%
PCIA
42
Prime Capital Investment Advisors
Kansas
$9.07M -$45.3K -1,470 -0.5%
MWC
43
MBM Wealth Consultants
Missouri
$8.92M +$625K +20,267 +8%
CC
44
Courier Capital
New York
$8.87M -$195K -6,313 -2%
PAG
45
Private Advisor Group
New Jersey
$8.83M +$238K +7,717 +3%
PIM
46
Penobscot Investment Management
Massachusetts
$8.65M +$398K +12,900 +5%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$8.52M -$2.01M -65,229 -19%
CJ
48
Caitlin John
Michigan
$8.51M +$6.23M +202,089 +274%
DIA
49
Dean Investment Associates
Ohio
$8.32M +$88.9K +2,882 +1%
RA
50
RFG Advisory
Alabama
$8.12M +$1.33M +43,025 +20%
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