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SPDR Bloomberg Investment Grade Floating Rate ETF

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Shares
Change %
GC
101
Gould Capital
Washington
$2.55M +$53.9K +1,761 +2%
HPM
102
Hudson Portfolio Management
New York
$2.47M +$109K +3,563 +5%
AWM
103
Aries Wealth Management
Maine
$2.41M
NSB
104
Norway Savings Bank
Maine
$2.32M +$11.2K +365 +0.5%
CJ
105
Caitlin John
Michigan
$2.26M +$2.26M +73,804 New
Corient Private Wealth
106
Corient Private Wealth
Florida
$2.14M -$341K -11,146 -14%
OPAM
107
Ocean Park Asset Management
California
$2.11M -$13.1M -429,000 -86%
ECA
108
Elevated Capital Advisors
Utah
$2.11M -$1.17M -38,370 -36%
OIA
109
OneDigital Investment Advisors
Kansas
$2.08M -$562K -18,374 -21%
NP
110
Nilsine Partners
Colorado
$2.02M +$37K +1,211 +2%
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$1.98M -$180K -5,890 -8%
FA
112
Forefront Analytics
Pennsylvania
$1.9M +$24K +785 +1%
FNC
113
First National Corp
Massachusetts
$1.88M -$199K -6,511 -10%
RFG
114
Range Financial Group
Oregon
$1.82M +$94.5K +3,090 +5%
PA
115
PFG Advisors
Arizona
$1.64M +$92.4K +3,019 +6%
HH
116
Hilltop Holdings
Texas
$1.61M +$23K +751 +1%
IWM
117
IHT Wealth Management
Illinois
$1.58M -$73.4K -2,400 -4%
First Trust Advisors
118
First Trust Advisors
Illinois
$1.56M -$134K -4,389 -8%
GC
119
Guggenheim Capital
Illinois
$1.52M +$59.3K +1,938 +4%
BlackRock
120
BlackRock
New York
$1.51M +$1.51M +49,390 New
RA
121
Rockingstone Advisors
Massachusetts
$1.45M -$868K -28,386 -37%
AWS
122
Atria Wealth Solutions
New York
$1.44M -$1.33M -43,521 -48%
AWA
123
Aletheian Wealth Advisors
Washington
$1.42M +$176K +5,750 +14%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$1.37M -$300K -9,818 -18%
CTA
125
Chesley Taft & Associates
Illinois
$1.35M -$83.1K -2,715 -6%