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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$59.8M
4
TCM
4
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$2.11M
2
SMM
2
Stadion Money Management
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$4.59M
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$4.59M -$10.8M -350,971 -70%
LCGC
77
Legacy Capital Group California
California
$4.55M -$236K -7,699 -5%
Creative Planning
78
Creative Planning
Kansas
$4.5M -$5.16M -168,632 -53%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$4.22M -$116K -3,784 -3%
APP
80
Avantax Planning Partners
Iowa
$4.15M -$1.37M -44,855 -25%
PCM
81
Parsons Capital Management
Rhode Island
$3.92M -$119K -3,878 -3%
SFS
82
Sowell Financial Services
Arkansas
$3.85M +$3.85M +125,766 New
EGA
83
Eagle Global Advisors
Texas
$3.8M +$132K +4,300 +4%
PFS
84
Prospera Financial Services
Texas
$3.75M -$742K -24,258 -17%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$3.51M +$2.39M +78,027 +212%
TC
86
Telemus Capital
Michigan
$3.5M -$171K -5,575 -5%
MA
87
MONECO Advisors
Connecticut
$3.49M +$3.49M +113,941 New
WI
88
WBI Investments
New Jersey
$3.18M +$85K +2,779 +3%
RFO
89
RiverGlades Family Offices
Florida
$3.17M +$632K +20,594 +25%
DJSG
90
D.J. St. Germain
Massachusetts
$3.17M -$271K -8,860 -8%
WFA
91
Websterrogers Financial Advisors
South Carolina
$3.07M -$1.55M -50,525 -34%
CFD
92
Creative Financial Designs
Indiana
$2.99M +$2.98M +97,473 +27,076%
PIWA
93
Prevail Innovative Wealth Advisors
Kansas
$2.91M -$228K -7,460 -7%
BMD
94
Better Money Decisions
New Mexico
$2.91M -$295K -9,643 -9%
SC
95
Scotia Capital
Ontario, Canada
$2.9M -$116K -3,796 -4%
OPA
96
Old Port Advisors
Maine
$2.84M -$453K -14,824 -14%
BWM
97
BCS Wealth Management
Tennessee
$2.73M +$202K +6,614 +8%
NECFA
98
New England Capital Financial Advisors
Connecticut
$2.71M +$193K +6,297 +8%
WS
99
Wela Strategies
Georgia
$2.7M -$40.5K -1,323 -1%
SAG
100
SageView Advisory Group
California
$2.6M -$7.56M -246,226 Closed
2 3
4
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