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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Gould Capital
Washington
$2.49M +$50.7K +1,659 +2%
Corient Private Wealth
102
Corient Private Wealth
Florida
$2.49M -$236K -7,693 -9%
OMC
103
Old Mission Capital
Illinois
$2.42M +$2.09M +68,114 +636%
AWM
104
Aries Wealth Management
Maine
$2.42M -$123K -4,000 -5%
TCM
105
Tradewinds Capital Management
Washington
$2.39M +$654K +21,302 +38%
HPM
106
Hudson Portfolio Management
New York
$2.38M +$151K +4,930 +7%
KAS
107
Kestra Advisory Services
Texas
$2.34M +$1.1M +35,744 +88%
RA
108
Rockingstone Advisors
Massachusetts
$2.33M +$355K +11,550 +18%
NSB
109
Norway Savings Bank
Maine
$2.32M +$43.1K +1,402 +2%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$2.17M +$2.17M +70,555 New
MFG
111
Merit Financial Group
Georgia
$2.14M -$49.4K -1,608 -2%
FNC
112
First National Corp
Massachusetts
$2.09M +$20K +651 +1%
NP
113
Nilsine Partners
Colorado
$1.99M +$24.8K +806 +1%
TLFA
114
True Link Financial Advisors
California
$1.92M – – –
FA
115
Forefront Analytics
Pennsylvania
$1.88M +$17.1K +558 +0.9%
RFG
116
Range Financial Group
Oregon
$1.73M +$80.9K +2,633 +5%
First Trust Advisors
117
First Trust Advisors
Illinois
$1.71M +$93K +3,027 +6%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$1.68M -$142K -4,616 -8%
IWM
119
IHT Wealth Management
Illinois
$1.66M +$255K +8,294 +18%
HH
120
Hilltop Holdings
Texas
$1.59M -$29.2K -952 -2%
PA
121
PFG Advisors
Arizona
$1.55M +$254K +8,278 +20%
VIM
122
Vista Investment Management
Pennsylvania
$1.51M -$45.8K -1,492 -3%
GC
123
Guggenheim Capital
Illinois
$1.46M +$9.89K +322 +0.7%
CTA
124
Chesley Taft & Associates
Illinois
$1.44M +$29.2K +950 +2%
Citadel Advisors
125
Citadel Advisors
Florida
$1.38M +$313K +10,191 +29%
3 4
5
6 7