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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 %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$4.05M +$506K +16,403 +14%
APP
77
Avantax Planning Partners
Iowa
$4.04M -$137K -4,442 -3%
PCM
78
Parsons Capital Management
Rhode Island
$3.9M -$52.2K -1,692 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$3.85M -$1.54M -49,826 -29%
SFS
80
Sowell Financial Services
Arkansas
$3.83M -$49.7K -1,611 -1%
EGA
81
Eagle Global Advisors
Texas
$3.82M -$15.4K -500 -0.4%
RFO
82
RiverGlades Family Offices
Florida
$3.77M +$590K +19,192 +19%
MA
83
MONECO Advisors
Connecticut
$3.7M +$183K +5,924 +5%
PFS
84
Prospera Financial Services
Texas
$3.56M -$224K -7,261 -6%
Kovitz Investment Group Partners
85
Kovitz Investment Group Partners
Illinois
$3.53M +$3.53M +114,531 New
Citadel Advisors
86
Citadel Advisors
Florida
$3.42M +$3.42M +111,051 New
WFA
87
Websterrogers Financial Advisors
South Carolina
$3.16M +$66.8K +2,166 +2%
DJSG
88
D.J. St. Germain
Massachusetts
$3.13M -$63.2K -2,050 -2%
CFD
89
Creative Financial Designs
Indiana
$3M -$12.3K -399 -0.4%
BWM
90
BCS Wealth Management
Tennessee
$2.98M +$232K +7,516 +8%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.96M -$3.09M -100,185 -51%
BMD
92
Better Money Decisions
New Mexico
$2.93M -$7.71K -250 -0.3%
NECFA
93
New England Capital Financial Advisors
Connecticut
$2.81M +$85.2K +2,762 +3%
GC
94
Gould Capital
Washington
$2.73M +$168K +5,454 +7%
SC
95
Scotia Capital
Ontario, Canada
$2.68M -$242K -7,858 -8%
IWM
96
IHT Wealth Management
Illinois
$2.6M +$1.01M +32,783 +64%
WS
97
Wela Strategies
Georgia
$2.55M -$174K -5,648 -6%
AWM
98
Aries Wealth Management
Maine
$2.52M +$86.2K +2,795 +4%
TCM
99
Tradewinds Capital Management
Washington
$2.49M -$20.7M -672,676 -89%
PA
100
PFG Advisors
Arizona
$2.38M +$728K +23,613 +44%
2 3
4
5 6