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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$7.58M -$6.95M -225,344 -48%
HAC
52
Harbor Advisory Corp
New Hampshire
$7.47M – – –
AA
53
Alesco Advisors
New York
$7.45M +$346K +11,217 +5%
OWA
54
Outlook Wealth Advisors
Texas
$7.2M -$136K -4,414 -2%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$7.16M -$1.38M -44,610 -16%
BFG
56
Beacon Financial Group
Texas
$7.13M -$541K -17,548 -7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$7M -$932K -30,213 -12%
NC
58
NewSquare Capital
Pennsylvania
$6.92M -$211K -6,845 -3%
SPIA
59
Steward Partners Investment Advisory
New York
$6.76M +$305K +9,907 +5%
AI
60
Atria Investments
North Carolina
$6.47M +$155K +5,019 +2%
CA
61
Calton & Associates
Florida
$6.16M -$68.6K -2,225 -1%
AP
62
Appleton Partners
Massachusetts
$6.08M -$223K -7,221 -4%
CIA
63
Capital Investment Advisors
Georgia
$5.98M -$245K -7,931 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5.76M -$2.43M -78,873 -30%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$5.72M -$21.7K -703 -0.4%
CAGAS
66
Capital Advisory Group Advisory Services
Minnesota
$5.41M +$21.9K +710 +0.4%
TB
67
Terril Brothers
Missouri
$5.15M -$751K -24,350 -13%
CTC
68
Central Trust Company
Missouri
$4.77M -$374K -12,143 -7%
WWM
69
WJ Wealth Management
Arizona
$4.65M -$121K -3,910 -3%
LCGC
70
Legacy Capital Group California
California
$4.5M -$93.4K -3,031 -2%
SC
71
Sykon Capital
New York
$4.36M +$4.36M +141,575 New
BWM
72
Buska Wealth Management
Wisconsin
$4.29M +$4.29M +139,223 New
Creative Planning
73
Creative Planning
Kansas
$4.29M -$248K -8,029 -5%
CA
74
Cetera Advisors
Colorado
$4.17M +$4.17M +135,125 New
Mariner
75
Mariner
Kansas
$4.14M -$1.39M -44,943 -25%
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