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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
51
Dean Investment Associates
Ohio
$8.17M -$153K -4,947 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$8.03M -$1.06M -34,435 -12%
HAC
53
Harbor Advisory Corp
New Hampshire
$7.92M +$439K +14,225 +6%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$7.75M +$751K +24,328 +11%
CC
55
Courier Capital
New York
$7.49M -$1.39M -45,067 -16%
CJ
56
Caitlin John
Michigan
$7.17M -$1.34M -43,380 -16%
SPIA
57
Steward Partners Investment Advisory
New York
$6.94M +$167K +5,421 +2%
NC
58
NewSquare Capital
Pennsylvania
$6.93M +$3.55K +115 +0.1%
AA
59
Alesco Advisors
New York
$6.78M -$678K -21,985 -9%
FFG
60
Fiduciary Financial Group
California
$6.74M +$6.74M +219,324 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$6.71M -$452K -14,653 -6%
CA
62
Calton & Associates
Florida
$6.5M +$338K +10,955 +5%
BFG
63
Beacon Financial Group
Texas
$6.5M -$635K -20,572 -9%
AP
64
Appleton Partners
Massachusetts
$6.09M +$7.37K +239 +0.1%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$5.94M +$207K +6,712 +4%
SC
66
Sykon Capital
New York
$5.93M +$1.56M +50,635 +36%
CAGAS
67
Capital Advisory Group Advisory Services
Minnesota
$5.69M +$282K +9,150 +5%
CIA
68
Capital Investment Advisors
Georgia
$5.65M -$336K -10,878 -6%
IWM
69
IHT Wealth Management
Illinois
$5.53M +$2.93M +95,055 +113%
BWM
70
Buska Wealth Management
Wisconsin
$5.09M +$791K +25,639 +18%
Jane Street
71
Jane Street
New York
$5.01M +$3.2M +103,611 +176%
ECA
72
Elevation Capital Advisory
Oregon
$4.98M +$4.98M +161,572 New
TB
73
Terril Brothers
Missouri
$4.59M -$564K -18,275 -11%
QAM
74
Q3 Asset Management
Michigan
$4.53M +$4.53M +146,968 New
WWM
75
WJ Wealth Management
Arizona
$4.52M -$127K -4,128 -3%
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3
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