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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$13.6M +$5.62M +182,719 +71%
AP
27
Appleton Partners
Massachusetts
$13.4M +$7M +227,704 +110%
WH
28
Whitcomb & Hess
Ohio
$12.3M +$212K +6,897 +2%
AssetMark Inc
29
AssetMark Inc
California
$12.2M -$6.83M -222,348 -36%
AF
30
Allworth Financial
California
$11.6M +$11.6M +376,599 +126,801%
Osaic Holdings
31
Osaic Holdings
Arizona
$11.4M -$12.9M -420,971 -53%
AWM
32
Ameliora Wealth Management
Switzerland
$11.4M +$637K +20,729 +6%
CTWM
33
Cherry Tree Wealth Management
Minnesota
$11M -$151K -4,920 -1%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$9.44M +$81.9K +2,664 +0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$9.42M +$16.7K +545 +0.2%
PCIA
36
Prime Capital Investment Advisors
Kansas
$9.38M +$739K +24,044 +9%
AFM
37
Aspetuck Financial Management
Connecticut
$9.21M +$9.21M +299,661 New
PAG
38
Private Advisor Group
New Jersey
$8.99M -$37.3K -1,215 -0.4%
TB
39
Treynor Bancshares
Iowa
$8.95M -$295K -9,604 -3%
PIM
40
Penobscot Investment Management
Massachusetts
$8.93M +$282K +9,190 +3%
IA
41
Integrity Alliance
Iowa
$8.92M +$8.92M +290,269 New
DIA
42
Dean Investment Associates
Ohio
$8.38M +$66.2K +2,155 +0.8%
IWM
43
IHT Wealth Management
Illinois
$8.24M +$2.86M +92,952 +53%
BWM
44
Buska Wealth Management
Wisconsin
$8.11M +$1.78M +57,819 +28%
HAC
45
Harbor Advisory Corp
New Hampshire
$7.87M -$153K -4,990 -2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7.84M -$501K -16,294 -6%
PCM
47
Parsons Capital Management
Rhode Island
$7.71M +$3.86M +125,670 +100%
CMA
48
Cedar Mountain Advisors
Oregon
$7.66M -$1.57K -51 -0%
OWA
49
Outlook Wealth Advisors
Texas
$7.57M -$397K -12,921 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$7.55M -$3.48M -113,343 -32%
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