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SPDR Bloomberg Investment Grade Floating Rate ETF

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$8.12M +$4.09M +133,577 +101%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$7.95M +$1.85M +60,574 +30%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$7.87M +$1.15M +37,659 +17%
BFG
54
Beacon Financial Group
Texas
$7.61M -$331K -10,824 -4%
HAC
55
Harbor Advisory Corp
New Hampshire
$7.42M -$185K -6,045 -2%
TB
56
Treynor Bancshares
Iowa
$7.34M +$2.2M +72,061 +43%
OWA
57
Outlook Wealth Advisors
Texas
$7.28M +$4.58M +149,768 +170%
NC
58
NewSquare Capital
Pennsylvania
$7.08M -$173K -5,660 -2%
AA
59
Alesco Advisors
New York
$7.05M -$1.34M -43,912 -16%
RA
60
RFG Advisory
Alabama
$6.75M +$763K +24,932 +13%
SPIA
61
Steward Partners Investment Advisory
New York
$6.41M +$298K +9,753 +5%
KAS
62
Kestra Advisory Services
Texas
$6.31M +$3.98M +129,965 +171%
AI
63
Atria Investments
North Carolina
$6.26M -$1.53M -49,973 -20%
AP
64
Appleton Partners
Massachusetts
$6.25M +$113K +3,691 +2%
CIA
65
Capital Investment Advisors
Georgia
$6.18M -$277K -9,065 -4%
CA
66
Calton & Associates
Florida
$6.18M +$6.18M +201,953 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$6M +$5.77M +188,769 +2,511%
TB
68
Terril Brothers
Missouri
$5.86M -$193K -6,300 -3%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$5.7M +$168K +5,491 +3%
Mariner
70
Mariner
Kansas
$5.48M -$377K -12,321 -6%
MML Investors Services
71
MML Investors Services
Massachusetts
$5.35M +$950K +31,044 +22%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$5.34M +$297K +9,725 +6%
CW
73
Connectus Wealth
Ohio
$5.19M +$597K +19,513 +13%
CTC
74
Central Trust Company
Missouri
$5.11M -$345K -11,264 -6%
WWM
75
WJ Wealth Management
Arizona
$4.73M -$197K -6,434 -4%