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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
26
WESCAP Management Group
California
$18.1M -$57.2K -1,854 -0.3%
AA
27
Advisory Alpha
Michigan
$14.2M -$36.6K -1,187 -0.3%
RJA
28
Raymond James & Associates
Florida
$13.2M -$2.73M -88,331 -17%
PFT
29
Providence First Trust
Arizona
$12.3M +$363K +11,766 +3%
WH
30
Whitcomb & Hess
Ohio
$12.1M -$293K -9,497 -2%
CTWM
31
Cherry Tree Wealth Management
Minnesota
$11.2M -$238K -7,706 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$11.1M +$1.51M +48,825 +16%
AWM
33
Ameliora Wealth Management
Switzerland
$10.8M -$757K -24,527 -7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$9.44M -$1.38M -44,876 -13%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$9.4M +$121K +3,937 +1%
TB
36
Treynor Bancshares
Iowa
$9.28M -$1.82M -59,021 -16%
PAG
37
Private Advisor Group
New Jersey
$9.07M +$429K +13,917 +5%
PIM
38
Penobscot Investment Management
Massachusetts
$8.68M +$43.5K +1,410 +0.5%
PCIA
39
Prime Capital Investment Advisors
Kansas
$8.67M -$209K -6,771 -2%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$8.38M -$1.07M -34,690 -11%
DIA
41
Dean Investment Associates
Ohio
$8.35M +$182K +5,890 +2%
SC
42
Sykon Capital
New York
$8.31M +$2.38M +77,132 +40%
HAC
43
Harbor Advisory Corp
New Hampshire
$8.06M +$139K +4,500 +2%
OWA
44
Outlook Wealth Advisors
Texas
$8M +$394K +12,779 +5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$7.99M +$237K +7,695 +3%
CMA
46
Cedar Mountain Advisors
Oregon
$7.69M -$11.1M -361,290 -59%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.3M -$731K -23,682 -9%
AA
48
Alesco Advisors
New York
$7.25M +$471K +15,274 +7%
SPIA
49
Steward Partners Investment Advisory
New York
$7.09M +$151K +4,905 +2%
CC
50
Courier Capital
New York
$7M -$484K -15,681 -6%
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