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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
3
Allworth Financial
California
$11.6M
4
SIM
4
Stratos Investment Management
Ohio
$25.2M
5
AA
5
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
3
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$3.65M +$3.65M +118,727 New
SFS
77
Sowell Financial Services
Arkansas
$3.61M +$749K +24,363 +26%
MA
78
MONECO Advisors
Connecticut
$3.57M +$27.3K +887 +0.8%
GCM
79
Generation Capital Management
New York
$3.57M +$3.57M +116,100 New
Mariner
80
Mariner
Kansas
$3.51M -$186K -6,047 -5%
UCB
81
United Community Bank
South Carolina
$3.5M -$4.92K -160 -0.1%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$3.45M +$3.35M +109,096 +3,550%
AA
83
Armis Advisers
Georgia
$3.35M +$3.35M +109,041 New
CTC
84
Central Trust Company
Missouri
$3.33M -$142K -4,610 -4%
AWM
85
Aries Wealth Management
Maine
$3.2M +$401K +13,045 +14%
NECFA
86
New England Capital Financial Advisors
Connecticut
$3.19M +$128K +4,171 +4%
TIP
87
Tandem Investment Partners
New Jersey
$3.02M +$3.02M +98,225 New
Truist Financial
88
Truist Financial
North Carolina
$2.99M -$38.8K -1,262 -1%
GC
89
Gould Capital
Washington
$2.93M +$136K +4,430 +5%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$2.93M +$398K +12,963 +16%
AIM
91
Avity Investment Management
Connecticut
$2.82M +$2.11M +68,558 +296%
WFA
92
Websterrogers Financial Advisors
South Carolina
$2.61M +$32.7K +1,063 +1%
DJSG
93
D.J. St. Germain
Massachusetts
$2.57M -$403K -13,115 -14%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$2.46M +$2.43M +78,979 +6,814%
HPC
95
Hobart Private Capital
North Carolina
$2.45M +$362K +11,782 +17%
MAM
96
Milestone Asset Management
Pennsylvania
$2.45M +$2.45M +79,655 New
HFS
97
Horizon Financial Services
North Carolina
$2.38M +$1.38M +44,862 +138%
FFA
98
Farther Finance Advisors
California
$2.36M +$493K +16,049 +26%
KPWS
99
Kestra Private Wealth Services
Texas
$2.29M +$440K +14,319 +24%
AWS
100
Atria Wealth Solutions
New York
$2.27M +$375K +12,189 +20%
2 3
4
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