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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
101
Forthright Family Wealth Advisory
Texas
$2.33M +$86.9K +2,816 +4%
LCGC
102
Legacy Capital Group California
California
$2.31M -$2.19M -70,876 -49%
PIWA
103
Prevail Innovative Wealth Advisors
Kansas
$2.25M +$383K +12,399 +20%
HH
104
Hilltop Holdings
Texas
$2.22M +$561K +18,198 +34%
NP
105
Nilsine Partners
Colorado
$2.2M +$34.8K +1,128 +2%
OPA
106
Old Port Advisors
Maine
$2.17M -$201K -6,524 -8%
OPAM
107
Ocean Park Asset Management
California
$2.13M – – –
SC
108
Scotia Capital
Ontario, Canada
$2.1M -$577K -18,699 -22%
FA
109
Forefront Analytics
Pennsylvania
$2.04M -$81.7K -2,648 -4%
AWS
110
Atria Wealth Solutions
New York
$2.04M +$482K +15,615 +31%
CFG
111
Carr Financial Group
Massachusetts
$1.91M -$7.84M -254,217 -80%
FNC
112
First National Corp
Massachusetts
$1.89M +$16.5K +535 +0.9%
BCA
113
Bay Colony Advisors
Massachusetts
$1.89M +$1.32M +42,773 +231%
CFD
114
Creative Financial Designs
Indiana
$1.75M -$1.26M -40,864 -42%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.72M +$268K +8,679 +18%
First Trust Advisors
116
First Trust Advisors
Illinois
$1.67M -$54.8K -1,777 -3%
WB
117
Webster Bank
Connecticut
$1.66M – – –
GC
118
Guggenheim Capital
Illinois
$1.66M +$98.2K +3,184 +6%
KPWS
119
Kestra Private Wealth Services
Texas
$1.65M +$326K +10,581 +25%
AWA
120
Aletheian Wealth Advisors
Washington
$1.61M +$61.6K +1,997 +4%
APP
121
Avantax Planning Partners
Iowa
$1.6M -$2.45M -79,359 -60%
HPC
122
Hobart Private Capital
North Carolina
$1.58M +$380K +12,302 +32%
RFG
123
Range Financial Group
Oregon
$1.5M -$173K -5,622 -10%
SPC
124
Sigma Planning Corp
Michigan
$1.39M -$215K -6,960 -13%
SAG
125
SageView Advisory Group
California
$1.32M – – –
3 4
5
6 7