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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WBH Advisory
Maryland
$1.57M +$1.57M +51,752 New
First Trust Advisors
127
First Trust Advisors
Illinois
$1.55M -$169K -5,549 -10%
AHC
128
Anderson Hoagland & Co
Missouri
$1.54M -$172K -5,645 -10%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$1.49M +$518K +16,938 +53%
SI
130
Stephens Inc
Arkansas
$1.46M +$1.46M +47,862 New
FAM
131
Family Asset Management
South Carolina
$1.44M +$1.44M +47,420 New
WA
132
Wambolt & Associates
Colorado
$1.39M -$155K -5,089 -10%
PA
133
PFG Advisors
Arizona
$1.36M +$7.39K +243 +0.5%
OHWP
134
Oak Harbor Wealth Partners
North Carolina
$1.36M -$1.34M -44,193 -50%
ARC
135
Advisor Resource Council
Texas
$1.36M +$1.13M +37,022 +482%
YIA
136
YHB Investment Advisors
Connecticut
$1.35M -$128K -4,215 -9%
GC
137
Guggenheim Capital
Illinois
$1.31M +$145K +4,781 +13%
AWA
138
Aletheian Wealth Advisors
Washington
$1.3M -$109K -3,568 -8%
WB
139
Webster Bank
Connecticut
$1.28M – – –
PAS
140
Park Avenue Securities
New York
$1.26M +$1.26M +41,313 New
FIM
141
Fernwood Investment Management
Massachusetts
$1.22M – – –
WI
142
WBI Investments
New Jersey
$1.17M -$361K -11,862 -24%
SWA
143
Stratos Wealth Advisors
Ohio
$1.16M +$1.16M +38,014 New
KAS
144
Kestra Advisory Services
Texas
$1.14M -$3.42M -112,534 -75%
MA
145
McBroom & Associates
Nevada
$1.13M +$119K +3,915 +12%
LCWP
146
Legacy Capital Wealth Partners
Arkansas
$1.12M +$1.12M +36,751 New
PFA
147
Pinnacle Family Advisors
Missouri
$1.1M -$38K -1,248 -3%
RWM
148
Revisor Wealth Management
Ohio
$1.09M +$1.09M +35,912 New
GWM
149
Geneos Wealth Management
Colorado
$1.08M -$140K -4,617 -12%
SPFA
150
Summit Place Financial Advisors
New Jersey
$1.07M -$752K -24,700 -41%
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