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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$6.93M +$2.73M +88,644 +65%
FFG
52
Fiduciary Financial Group
California
$6.93M +$194K +6,309 +3%
RA
53
RFG Advisory
Alabama
$6.88M -$1.36M -43,966 -16%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$6.59M -$119K -3,862 -2%
AP
55
Appleton Partners
Massachusetts
$6.41M +$322K +10,437 +5%
BWM
56
Buska Wealth Management
Wisconsin
$6.36M +$1.27M +41,177 +25%
BFG
57
Beacon Financial Group
Texas
$6.22M -$274K -8,896 -4%
CA
58
Cannon Advisors
North Carolina
$6.09M +$6.09M +197,644 New
CAGAS
59
Capital Advisory Group Advisory Services
Minnesota
$5.77M +$72.8K +2,360 +1%
CIA
60
Capital Investment Advisors
Georgia
$5.52M -$132K -4,270 -2%
CA
61
Calton & Associates
Florida
$5.5M -$1M -32,511 -15%
IWM
62
IHT Wealth Management
Illinois
$5.41M -$125K -4,049 -2%
BMD
63
Better Money Decisions
New Mexico
$5.11M +$1.98M +64,301 +63%
LCGC
64
Legacy Capital Group California
California
$4.9M +$2.58M +83,724 +112%
RFO
65
RiverGlades Family Offices
Florida
$4.67M +$334K +10,830 +8%
TB
66
Terril Brothers
Missouri
$4.58M -$12.5K -405 -0.3%
Jane Street
67
Jane Street
New York
$4.51M -$501K -16,240 -10%
EGA
68
Eagle Global Advisors
Texas
$4.37M +$225K +7,300 +5%
Creative Planning
69
Creative Planning
Kansas
$3.92M -$94.8K -3,072 -2%
PCM
70
Parsons Capital Management
Rhode Island
$3.87M -$58.3K -1,890 -1%
BWM
71
BCS Wealth Management
Tennessee
$3.82M +$70.8K +2,295 +2%
Mariner
72
Mariner
Kansas
$3.71M -$106K -3,450 -3%
MA
73
MONECO Advisors
Connecticut
$3.56M +$73.5K +2,384 +2%
UCB
74
United Community Bank
South Carolina
$3.52M +$3.42M +110,999 +3,663%
CTC
75
Central Trust Company
Missouri
$3.48M -$926K -30,013 -21%
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3
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