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SPDR Bloomberg Investment Grade Floating Rate ETF

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
51
SimpliFi Inc
California
$9.45M -$1.93M -63,364 -17%
WMG
52
WESCAP Management Group
California
$9.42M -$253K -8,325 -3%
AI
53
Atria Investments
North Carolina
$9.15M +$204K +6,725 +2%
CC
54
Courier Capital
New York
$9.13M -$149K -4,917 -2%
PIM
55
Penobscot Investment Management
Massachusetts
$8.86M -$2.03M -66,747 -19%
AWM
56
Ameliora Wealth Management
Switzerland
$8.84M +$356K +11,713 +4%
HAC
57
Harbor Advisory Corp
New Hampshire
$8.68M -$1.29M -42,311 -13%
NC
58
NewSquare Capital
Pennsylvania
$8.51M -$154K -5,075 -2%
AA
59
Advisory Alpha
Michigan
$8.46M +$2.68M +88,157 +46%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$8.42M +$427K +14,045 +5%
DIA
61
Dean Investment Associates
Ohio
$8.31M +$117K +3,853 +1%
TB
62
Terril Brothers
Missouri
$8.18M -$1.4M -45,960 -15%
CIA
63
Capital Investment Advisors
Georgia
$8.06M -$765K -25,161 -9%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$6.94M +$283K +9,296 +4%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$6.78M -$473K -15,579 -7%
AWS
66
Atria Wealth Solutions
New York
$6.71M +$1.64M +53,959 +32%
WFA
67
Websterrogers Financial Advisors
South Carolina
$6.69M -$3.34M -109,948 -33%
GM
68
GeoWealth Management
Illinois
$6.54M -$45.2K -1,487 -0.7%
RWPA
69
Richard W. Paul & Associates
Michigan
$6.37M +$6.37M +209,582 New
AP
70
Appleton Partners
Massachusetts
$6.26M -$265K -8,724 -4%
PFS
71
Prospera Financial Services
Texas
$6.21M -$115K -3,795 -2%
Creative Planning
72
Creative Planning
Kansas
$5.93M -$951K -31,297 -14%
PFT
73
Providence First Trust
Arizona
$5.93M
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$5.91M -$7.67M -252,257 -56%
SPIA
75
Steward Partners Investment Advisory
New York
$5.8M +$15.7K +518 +0.3%