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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$18.2M +$1.39M +45,128 +8%
MNA
27
Manning & Napier Advisors
New York
$17.5M +$17.5M +567,445 New
RJA
28
Raymond James & Associates
Florida
$15.9M +$5.22M +169,054 +49%
FAG
29
Fortitude Advisory Group
Washington
$15.9M -$7.47K -242 -0%
SIM
30
Stratos Investment Management
Ohio
$15.3M +$2.13M +69,183 +16%
WCM
31
Wealthcare Capital Management
Virginia
$15M +$1.4M +45,310 +10%
AA
32
Advisory Alpha
Michigan
$14.3M -$455K -14,751 -3%
Truist Financial
33
Truist Financial
North Carolina
$13.7M +$384K +12,444 +3%
AIM
34
Astor Investment Management
Illinois
$12.5M -$11.2M -362,433 -47%
WH
35
Whitcomb & Hess
Ohio
$12.4M +$12.4M +402,110 New
PFT
36
Providence First Trust
Arizona
$11.9M +$346K +11,200 +3%
AWM
37
Ameliora Wealth Management
Switzerland
$11.5M +$329K +10,667 +3%
CTWM
38
Cherry Tree Wealth Management
Minnesota
$11.4M -$87.7K -2,842 -0.8%
TB
39
Treynor Bancshares
Iowa
$11.1M +$392K +12,718 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.8M +$5.06M +164,054 +88%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$9.89M +$436K +14,128 +5%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$9.57M -$2.44M -79,094 -20%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$9.45M -$440K -14,259 -4%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$9.28M +$5.74M +186,133 +163%
PCIA
45
Prime Capital Investment Advisors
Kansas
$8.88M -$194K -6,304 -2%
PAG
46
Private Advisor Group
New Jersey
$8.64M -$196K -6,349 -2%
PIM
47
Penobscot Investment Management
Massachusetts
$8.64M -$21.3K -690 -0.2%
MWC
48
MBM Wealth Consultants
Missouri
$8.6M -$294K -9,566 -3%
RA
49
RFG Advisory
Alabama
$8.23M +$103K +3,348 +1%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$8.19M +$6.4M +207,551 +358%
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