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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 $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$52.9M
2
NYLIM
2
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
3
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$30.9M
5
TF
5
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$207M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
5
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
51
SageView Advisory Group
California
$7.64M -$350K -11,416 -4%
NC
52
NewSquare Capital
Pennsylvania
$7.31M +$73.2K +2,385 +1%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7.2M -$1.51M -49,132 -17%
Mariner
54
Mariner
Kansas
$7.15M -$1.57M -51,091 -18%
CIA
55
Capital Investment Advisors
Georgia
$6.91M -$753K -24,531 -10%
NA
56
NewEdge Advisors
Louisiana
$6.64M +$170K +5,532 +3%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$6.64M -$161K -5,243 -2%
RA
58
RFG Advisory
Alabama
$6.61M +$3.05M +99,302 +85%
TB
59
Terril Brothers
Missouri
$6.25M -$835K -27,195 -12%
AP
60
Appleton Partners
Massachusetts
$6.14M -$211K -6,865 -3%
MWC
61
MBM Wealth Consultants
Missouri
$6.08M -$4.33M -141,781 -42%
SPIA
62
Steward Partners Investment Advisory
New York
$6M +$54.3K +1,769 +0.9%
PFS
63
Prospera Financial Services
Texas
$5.97M +$129K +4,188 +2%
PAG
64
Private Advisor Group
New Jersey
$5.93M -$59.8K -1,950 -1%
GEA
65
Glen Eagle Advisors
New Jersey
$5.64M -$4.17M -135,829 -42%
Creative Planning
66
Creative Planning
Kansas
$5.49M -$130K -4,247 -2%
CTC
67
Central Trust Company
Missouri
$5.18M +$238K +7,746 +5%
AA
68
Addison Advisors
Vermont
$5.17M +$613K +19,989 +13%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$5.03M -$2.9M -94,511 -37%
WFA
70
Websterrogers Financial Advisors
South Carolina
$4.98M +$51K +1,662 +1%
WWM
71
WJ Wealth Management
Arizona
$4.97M +$2.8M +91,361 +129%
DJSG
72
D.J. St. Germain
Massachusetts
$4.85M +$4.85M +157,886 New
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$4.79M +$848K +27,618 +22%
LCGC
74
Legacy Capital Group California
California
$4.76M +$121K +3,950 +3%
AWS
75
Atria Wealth Solutions
New York
$4.45M -$2.51M -81,931 -36%
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