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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
BCS Wealth Management
Tennessee
$2.17M +$862K +28,321 +66%
NSB
102
Norway Savings Bank
Maine
$2.16M +$234K +7,698 +12%
MFG
103
Merit Financial Group
Georgia
$2.16M -$2.52M -82,872 -54%
WWM
104
WJ Wealth Management
Arizona
$2.15M -$9.1M -299,188 -81%
PAMS
105
Pictet Asset Management (Switzerland)
Switzerland
$2.15M -$1.75M -57,450 -45%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$2.13M -$2.01M -65,986 -49%
HPM
107
Hudson Portfolio Management
New York
$2.12M +$12.2K +400 +0.6%
VIM
108
Vista Investment Management
Pennsylvania
$2.12M -$264K -8,678 -11%
BMD
109
Better Money Decisions
New Mexico
$2.08M -$18.2K -599 -0.9%
FNC
110
First National Corp
Massachusetts
$2.03M -$7.33K -241 -0.4%
GWM
111
Greenwich Wealth Management
Connecticut
$2.01M -$252K -8,284 -11%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.97M +$1.97M +64,728 New
MWM
113
Meridian Wealth Management
Kentucky
$1.96M -$56.4K -1,855 -3%
RA
114
Rockingstone Advisors
Massachusetts
$1.96M +$210K +6,885 +12%
NP
115
Nilsine Partners
Colorado
$1.95M +$1.95M +64,186 New
RFO
116
RiverGlades Family Offices
Florida
$1.95M +$456 +15 +0%
TCM
117
Tradewinds Capital Management
Washington
$1.93M -$45.8M -1,504,854 -96%
CFO
118
CVA Family Office
Colorado
$1.93M +$228K +7,507 +13%
TLFA
119
True Link Financial Advisors
California
$1.9M – – –
SAM
120
Simplify Asset Management
Nevada
$1.87M +$1.87M +61,480 New
MSAM
121
Moloney Securities Asset Management
Missouri
$1.85M +$1.85M +60,770 New
FA
122
Forefront Analytics
Pennsylvania
$1.83M +$673K +22,125 +58%
FWI
123
Facet Wealth Inc
Maryland
$1.76M +$1.76M +57,859 New
TCM
124
Triumph Capital Management
Colorado
$1.64M +$1.64M +53,802 New
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$1.59M +$1.59M +52,271 New
3 4
5
6 7