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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
51
Penobscot Investment Management
Massachusetts
$8.22M -$53.6K -1,745 -0.6%
BFG
52
Beacon Financial Group
Texas
$7.97M +$7.97M +259,493 New
AA
53
Advisory Alpha
Michigan
$7.83M -$553K -18,005 -7%
AI
54
Atria Investments
North Carolina
$7.83M +$85.5K +2,783 +1%
HAC
55
Harbor Advisory Corp
New Hampshire
$7.63M -$698K -22,730 -8%
SAG
56
SageView Advisory Group
California
$7.56M -$83.6K -2,720 -1%
NC
57
NewSquare Capital
Pennsylvania
$7.28M -$39.4K -1,284 -0.5%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$6.74M +$97.5K +3,174 +1%
MWC
59
MBM Wealth Consultants
Missouri
$6.74M +$642K +20,971 +11%
CIA
60
Capital Investment Advisors
Georgia
$6.49M -$435K -14,154 -6%
AP
61
Appleton Partners
Massachusetts
$6.17M +$16.2K +527 +0.3%
SPIA
62
Steward Partners Investment Advisory
New York
$6.14M +$132K +4,296 +2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$6.12M -$1.09M -35,355 -15%
TB
64
Terril Brothers
Missouri
$6.08M -$182K -5,940 -3%
RA
65
RFG Advisory
Alabama
$6.01M -$612K -19,938 -9%
Mariner
66
Mariner
Kansas
$5.88M -$1.27M -41,472 -18%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.56M +$521K +16,970 +10%
APP
68
Avantax Planning Partners
Iowa
$5.54M -$68.3M -2,224,643 -92%
CTC
69
Central Trust Company
Missouri
$5.47M +$291K +9,466 +6%
TB
70
Treynor Bancshares
Iowa
$5.15M +$5.15M +167,769 New
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$5.07M +$277K +9,025 +6%
WWM
72
WJ Wealth Management
Arizona
$4.95M -$26.5K -864 -0.5%
LCGC
73
Legacy Capital Group California
California
$4.81M +$46.5K +1,515 +1%
WFA
74
Websterrogers Financial Advisors
South Carolina
$4.63M -$355K -11,547 -7%
CW
75
Connectus Wealth
Ohio
$4.61M -$225K -7,336 -5%
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