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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$1.84M +$741K +24,027 +67%
GC
102
Guggenheim Capital
Illinois
$1.83M +$178K +5,769 +11%
HPM
103
Hudson Portfolio Management
New York
$1.83M +$1.83M +59,200 New
SC
104
Scotia Capital
Ontario, Canada
$1.68M -$424K -13,740 -20%
AWA
105
Aletheian Wealth Advisors
Washington
$1.67M +$57.2K +1,853 +4%
CFO
106
CVA Family Office
Colorado
$1.67M +$384K +12,461 +30%
WB
107
Webster Bank
Connecticut
$1.66M – – –
GM
108
GeoWealth Management
Illinois
$1.6M +$691K +22,393 +76%
KAS
109
Kestra Advisory Services
Texas
$1.51M +$279K +9,048 +23%
RFG
110
Range Financial Group
Oregon
$1.46M -$38.8K -1,258 -3%
PA
111
PFG Advisors
Arizona
$1.35M +$90.1K +2,921 +7%
AAS
112
Avantax Advisory Services
Texas
$1.33M +$523K +16,965 +65%
SPC
113
Sigma Planning Corp
Michigan
$1.31M -$73.5K -2,384 -5%
Goldman Sachs
114
Goldman Sachs
New York
$1.27M -$1.57K -51 -0.1%
CW
115
CreativeOne Wealth
Kansas
$1.26M +$846K +27,416 +205%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.23M +$133K +4,323 +12%
SWP
117
Stratos Wealth Partners
Ohio
$1.22M +$315K +10,205 +35%
CJ
118
Caitlin John
Michigan
$1.22M -$5.94M -192,957 -83%
GEA
119
Glen Eagle Advisors
New Jersey
$1.21M +$3.52K +114 +0.3%
YIA
120
YHB Investment Advisors
Connecticut
$1.21M -$27.6K -895 -2%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.18M +$205K +6,641 +21%
CTA
122
Chesley Taft & Associates
Illinois
$1.16M – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$1.15M -$2.48M -80,280 -68%
WWM
124
WJ Wealth Management
Arizona
$1.12M -$3.41M -110,399 -75%
LCWP
125
Legacy Capital Wealth Partners
Arkansas
$1.07M +$427K +13,847 +67%
3 4
5
6 7