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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 %
PFS
76
Prospera Financial Services
Texas
$4.51M -$1.46M -47,649 -24%
MML Investors Services
77
MML Investors Services
Massachusetts
$4.41M +$325K +10,575 +8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$4.36M +$19.6K +637 +0.5%
PCM
79
Parsons Capital Management
Rhode Island
$4.06M -$241K -7,842 -6%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.06M +$976K +31,784 +32%
TC
81
Telemus Capital
Michigan
$3.69M -$79.9K -2,600 -2%
EGA
82
Eagle Global Advisors
Texas
$3.69M +$270K +8,800 +8%
BONH
83
Bank of New Hampshire
New Hampshire
$3.69M -$41.4K -1,349 -1%
DJSG
84
D.J. St. Germain
Massachusetts
$3.45M -$1.4M -45,550 -29%
OPA
85
Old Port Advisors
Maine
$3.3M +$3.3M +107,563 New
ECA
86
Elevated Capital Advisors
Utah
$3.3M +$113K +3,668 +4%
BMD
87
Better Money Decisions
New Mexico
$3.22M +$160K +5,213 +5%
PIWA
88
Prevail Innovative Wealth Advisors
Kansas
$3.15M +$3.15M +102,689 New
WI
89
WBI Investments
New Jersey
$3.11M +$5.59K +182 +0.2%
SC
90
Scotia Capital
Ontario, Canada
$3.03M +$17.7K +575 +0.6%
MWM
91
Marion Wealth Management
Pennsylvania
$2.92M +$209K +6,788 +8%
AWS
92
Atria Wealth Solutions
New York
$2.78M -$1.67M -54,342 -38%
WS
93
Wela Strategies
Georgia
$2.76M -$97.2K -3,164 -3%
1WM
94
1900 Wealth Management
Texas
$2.74M +$1.72M +55,977 +168%
OWA
95
Outlook Wealth Advisors
Texas
$2.71M -$77.4K -2,519 -3%
OIA
96
OneDigital Investment Advisors
Kansas
$2.65M -$544K -17,718 -17%
QAM
97
Q3 Asset Management
Michigan
$2.58M -$47.8K -1,555 -2%
RFO
98
RiverGlades Family Offices
Florida
$2.54M +$538K +17,506 +27%
BWM
99
BCS Wealth Management
Tennessee
$2.54M +$112K +3,646 +5%
NECFA
100
New England Capital Financial Advisors
Connecticut
$2.52M +$73.9K +2,406 +3%
2 3
4
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