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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
3
Allworth Financial
California
$11.6M
4
SIM
4
Stratos Investment Management
Ohio
$25.2M
5
AA
5
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
3
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$2.25M – – –
FNC
102
First National Corp
Massachusetts
$2.2M +$2.95K +96 +0.1%
HPM
103
Hudson Portfolio Management
New York
$2M +$185K +6,035 +10%
Goldman Sachs
104
Goldman Sachs
New York
$2M +$726K +23,609 +57%
GC
105
Guggenheim Capital
Illinois
$1.96M +$133K +4,313 +7%
TCM
106
Tradewinds Capital Management
Washington
$1.88M -$7.13K -232 -0.4%
IAIM
107
International Assets Investment Management
Florida
$1.88M +$1.88M +61,205 New
HH
108
Hilltop Holdings
Texas
$1.86M -$45.9K -1,493 -2%
OPA
109
Old Port Advisors
Maine
$1.75M -$273K -8,878 -13%
AWA
110
Aletheian Wealth Advisors
Washington
$1.69M +$25.4K +826 +2%
WB
111
Webster Bank
Connecticut
$1.65M – – –
PA
112
PFG Advisors
Arizona
$1.57M +$232K +7,537 +17%
SC
113
Scotia Capital
Ontario, Canada
$1.55M -$124K -4,036 -7%
CBT
114
Crews Bank & Trust
Florida
$1.53M +$1.53M +49,740 New
SPC
115
Sigma Planning Corp
Michigan
$1.42M +$115K +3,744 +9%
AAS
116
Avantax Advisory Services
Texas
$1.41M +$86K +2,798 +7%
EFG
117
Ethos Financial Group
Pennsylvania
$1.37M +$952K +30,995 +228%
RFG
118
Range Financial Group
Oregon
$1.29M -$165K -5,366 -11%
CFO
119
CVA Family Office
Colorado
$1.28M -$377K -12,260 -23%
GEA
120
Glen Eagle Advisors
New Jersey
$1.28M +$66.5K +2,165 +5%
WWM
121
WJ Wealth Management
Arizona
$1.25M +$133K +4,320 +12%
RI
122
Ridgewood Investments
New Jersey
$1.23M +$375K +12,200 +44%
YIA
123
YHB Investment Advisors
Connecticut
$1.21M +$1.51K +49 +0.1%
PS
124
Principal Securities
Iowa
$1.2M +$172K +5,600 +17%
CTA
125
Chesley Taft & Associates
Illinois
$1.17M +$15.4K +500 +1%
3 4
5
6 7