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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 $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$52.9M
2
NYLIM
2
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
3
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$30.9M
5
TF
5
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$207M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
5
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Simplify Asset Management
Nevada
$2.3M +$417K +13,588 +22%
NSB
102
Norway Savings Bank
Maine
$2.27M +$95.1K +3,100 +4%
HPM
103
Hudson Portfolio Management
New York
$2.22M +$80.3K +2,615 +4%
MFG
104
Merit Financial Group
Georgia
$2.18M +$6.05K +197 +0.3%
PAMS
105
Pictet Asset Management (Switzerland)
Switzerland
$2.17M – – –
FNC
106
First National Corp
Massachusetts
$2.06M +$14.3K +465 +0.7%
RFO
107
RiverGlades Family Offices
Florida
$2M +$36.4K +1,185 +2%
RA
108
Rockingstone Advisors
Massachusetts
$1.98M -$1.54K -50 -0.1%
NP
109
Nilsine Partners
Colorado
$1.97M -$1.66K -54 -0.1%
TLFA
110
True Link Financial Advisors
California
$1.92M – – –
FA
111
Forefront Analytics
Pennsylvania
$1.86M +$15.9K +518 +0.9%
CFO
112
CVA Family Office
Colorado
$1.85M -$92.6K -3,017 -5%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$1.82M -$330K -10,749 -15%
TCM
114
Tradewinds Capital Management
Washington
$1.73M -$213K -6,943 -11%
TCM
115
Triumph Capital Management
Colorado
$1.65M +$61 +2 +0%
RFG
116
Range Financial Group
Oregon
$1.65M +$861K +28,042 +109%
HH
117
Hilltop Holdings
Texas
$1.62M -$1.36M -44,456 -46%
First Trust Advisors
118
First Trust Advisors
Illinois
$1.61M +$46.5K +1,515 +3%
AAS
119
Avantax Advisory Services
Texas
$1.56M +$678K +22,100 +77%
VIM
120
Vista Investment Management
Pennsylvania
$1.56M -$580K -18,913 -27%
IHWM
121
Iron Horse Wealth Management
Iowa
$1.46M -$13.1M -427,189 -90%
GC
122
Guggenheim Capital
Illinois
$1.45M +$132K +4,289 +10%
CTA
123
Chesley Taft & Associates
Illinois
$1.41M -$2.95M -95,996 -68%
IWM
124
IHT Wealth Management
Illinois
$1.4M +$1.14M +37,200 +439%
AWA
125
Aletheian Wealth Advisors
Washington
$1.32M +$10.9K +356 +0.8%
3 4
5
6 7