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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 %
CTC
76
Central Trust Company
Missouri
$4.41M -$367K -11,895 -8%
FF
77
Friedenthal Financial
New Jersey
$4.34M +$4.33M +140,256 +24,058%
RFO
78
RiverGlades Family Offices
Florida
$4.34M +$553K +17,916 +15%
AI
79
Atria Investments
North Carolina
$4.2M -$2.27M -73,660 -35%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.16M +$110K +3,566 +3%
EGA
81
Eagle Global Advisors
Texas
$4.15M +$327K +10,585 +9%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$4.06M +$4.06M +131,500 New
Creative Planning
83
Creative Planning
Kansas
$4.01M -$278K -9,009 -6%
PCM
84
Parsons Capital Management
Rhode Island
$3.93M +$20.8K +675 +0.5%
Mariner
85
Mariner
Kansas
$3.82M -$328K -10,633 -8%
SFS
86
Sowell Financial Services
Arkansas
$3.81M -$25.3K -821 -0.7%
BWM
87
BCS Wealth Management
Tennessee
$3.75M +$766K +24,836 +26%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$3.63M +$2.1M +68,172 +138%
ASFA
89
All Season Financial Advisors
Colorado
$3.63M +$2.66M +86,342 +277%
MA
90
MONECO Advisors
Connecticut
$3.48M -$216K -7,004 -6%
PFS
91
Prospera Financial Services
Texas
$3.22M -$334K -10,842 -9%
BMD
92
Better Money Decisions
New Mexico
$3.13M +$199K +6,435 +7%
DJSG
93
D.J. St. Germain
Massachusetts
$3.03M -$104K -3,355 -3%
MML Investors Services
94
MML Investors Services
Massachusetts
$3.02M -$829K -26,888 -22%
NECFA
95
New England Capital Financial Advisors
Connecticut
$2.93M +$114K +3,698 +4%
WFA
96
Websterrogers Financial Advisors
South Carolina
$2.84M -$315K -10,207 -10%
GC
97
Gould Capital
Washington
$2.68M -$52.2K -1,693 -2%
WS
98
Wela Strategies
Georgia
$2.6M +$50.8K +1,646 +2%
AWM
99
Aries Wealth Management
Maine
$2.55M +$33.9K +1,100 +1%
TCM
100
Tradewinds Capital Management
Washington
$2.52M +$29.7K +963 +1%
2 3
4
5 6