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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
101
Old Port Advisors
Maine
$2.37M -$485K -15,727 -17%
FFWA
102
Forthright Family Wealth Advisory
Texas
$2.24M +$1.02M +33,106 +84%
NP
103
Nilsine Partners
Colorado
$2.16M +$121K +3,924 +6%
OPAM
104
Ocean Park Asset Management
California
$2.13M – – –
FA
105
Forefront Analytics
Pennsylvania
$2.12M +$210K +6,799 +11%
PIWA
106
Prevail Innovative Wealth Advisors
Kansas
$1.87M -$1.07M -34,580 -36%
FNC
107
First National Corp
Massachusetts
$1.86M -$20.6K -673 -1%
ECA
108
Elevated Capital Advisors
Utah
$1.85M -$277K -8,986 -13%
Jane Street
109
Jane Street
New York
$1.82M -$53.2M -1,724,581 -97%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$1.79M +$1.79M +57,917 New
AWM
111
AE Wealth Management
Kansas
$1.75M -$2.85M -92,461 -62%
First Trust Advisors
112
First Trust Advisors
Illinois
$1.72M +$143K +4,631 +9%
NSB
113
Norway Savings Bank
Maine
$1.71M -$625K -20,283 -27%
RWM
114
Revisor Wealth Management
Ohio
$1.71M +$1.13M +36,875 +197%
RFG
115
Range Financial Group
Oregon
$1.67M -$166K -5,369 -9%
WB
116
Webster Bank
Connecticut
$1.66M +$721K +23,375 +77%
HH
117
Hilltop Holdings
Texas
$1.66M +$35.3K +1,144 +2%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$1.65M +$846K +27,431 +105%
SPC
119
Sigma Planning Corp
Michigan
$1.6M +$1.33M +42,995 +480%
AWS
120
Atria Wealth Solutions
New York
$1.56M +$110K +3,563 +8%
GC
121
Guggenheim Capital
Illinois
$1.56M +$27.7K +897 +2%
AWA
122
Aletheian Wealth Advisors
Washington
$1.55M +$115K +3,735 +8%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.54M -$617K -19,999 -29%
GM
124
GeoWealth Management
Illinois
$1.53M +$1.09M +35,476 +249%
KAS
125
Kestra Advisory Services
Texas
$1.53M -$4.83M -156,687 -76%
3 4
5
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