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SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
126
YHB Investment Advisors
Connecticut
$1.3M -$56.5K -1,840 -4%
PA
127
PFG Advisors
Arizona
$1.29M -$79.4K -2,587 -6%
WB
128
Webster Bank
Connecticut
$1.29M
OHWP
129
Oak Harbor Wealth Partners
North Carolina
$1.27M -$98.9K -3,223 -7%
KAS
130
Kestra Advisory Services
Texas
$1.24M +$88.5K +2,883 +8%
FIM
131
Fernwood Investment Management
Massachusetts
$1.23M
WA
132
Wambolt & Associates
Colorado
$1.22M -$184K -6,004 -13%
MA
133
McBroom & Associates
Nevada
$1.19M +$40.7K +1,326 +4%
WEG
134
World Equity Group
Illinois
$1.18M -$1.28M -41,644 -52%
MWM
135
Meridian Wealth Management
Kentucky
$1.11M -$870K -28,334 -44%
PFA
136
Pinnacle Family Advisors
Missouri
$1.1M
TFA
137
Transamerica Financial Advisors
Florida
$1.09M +$45.5K +1,483 +4%
Citadel Advisors
138
Citadel Advisors
Florida
$1.07M -$2.59M -84,331 -71%
AWM
139
Axxcess Wealth Management
California
$1.06M -$5.89K -192 -0.6%
1WM
140
1900 Wealth Management
Texas
$1.02M +$309K +10,068 +43%
State Street
141
State Street
Massachusetts
$987K -$9.91K -323 -1%
KPWS
142
Kestra Private Wealth Services
Texas
$951K +$251K +8,187 +36%
RPA
143
Rock Point Advisors
Vermont
$943K
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$904K -$75.2K -2,449 -8%
SPFA
145
Summit Place Financial Advisors
New Jersey
$878K -$206K -6,700 -19%
UCI
146
Uncommon Cents Investing
Wisconsin
$870K +$2.46K +80 +0.3%
AFG
147
Albion Financial Group
Utah
$855K -$54.4K -1,772 -6%
CW
148
CreativeOne Wealth
Kansas
$834K +$9.55K +311 +1%
HI
149
Harbour Investments
Wisconsin
$833K +$125K +4,080 +18%
TC
150
TownSquare Capital
Utah
$832K -$101K -3,278 -11%