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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$25.6M
3
LPL Financial
LPL Financial
California
$60.7M
4
OIA
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$121M
3
TF
TIAA FSB
Florida
$24.9M
4
APW
Aurora Private Wealth
New Jersey
$0
5
RA
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
126
Frisch Financial Group
New York
$1.83M -$35.1K -1,155 -2%
SPFA
127
Summit Place Financial Advisors
New Jersey
$1.82M +$1.82M +60,000 New
RA
128
Rockingstone Advisors
Massachusetts
$1.75M +$1.75M +57,520 New
First Trust Advisors
129
First Trust Advisors
Illinois
$1.72M -$35.8K -1,177 -2%
AHC
130
Anderson Hoagland & Co
Missouri
$1.72M -$129K -4,228 -7%
CFO
131
CVA Family Office
Colorado
$1.7M +$5.05K +166 +0.3%
BAM
132
Belpointe Asset Management
Nevada
$1.59M +$210K +6,901 +15%
WA
133
Wambolt & Associates
Colorado
$1.55M +$25.8K +849 +2%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.54M +$1.54M +50,743 New
WI
135
WBI Investments
New Jersey
$1.53M +$1.29M +42,604 +545%
YIA
136
YHB Investment Advisors
Connecticut
$1.48M -$134K -4,418 -8%
AWA
137
Aletheian Wealth Advisors
Washington
$1.41M +$6.84K +225 +0.5%
PA
138
PFG Advisors
Arizona
$1.35M +$15.4K +506 +1%
CW
139
CreativeOne Wealth
Kansas
$1.35M +$23.1K +760 +2%
BWM
140
BCS Wealth Management
Tennessee
$1.31M +$535K +17,602 +69%
WB
141
Webster Bank
Connecticut
$1.28M – – –
MA
142
Montag & Associates
Georgia
$1.27M -$194K -6,371 -13%
AWM
143
Axxcess Wealth Management
California
$1.24M -$243K -7,988 -16%
GGS
144
Galvin Gaustad & Stein
Arizona
$1.23M -$600K -19,759 -33%
GWM
145
Geneos Wealth Management
Colorado
$1.22M +$138K +4,532 +13%
FIM
146
Fernwood Investment Management
Massachusetts
$1.22M – – –
TFA
147
Transamerica Financial Advisors
Florida
$1.19M -$49.5K -1,628 -4%
GC
148
Guggenheim Capital
Illinois
$1.16M +$152K +5,013 +15%
FA
149
Forefront Analytics
Pennsylvania
$1.16M +$661K +21,744 +133%
PFA
150
Pinnacle Family Advisors
Missouri
$1.13M +$460K +15,125 +68%
4 5
6
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