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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
Jane Street
New York
$54.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$59.8M
4
TCM
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$2.11M
2
SMM
Stadion Money Management
Georgia
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$16.1M
4
AWM
AE Wealth Management
Kansas
$4.59M
5
WWA
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sage Capital Management
New Jersey
$1.3M +$1.3M +42,559 New
Goldman Sachs
127
Goldman Sachs
New York
$1.29M – – –
CFO
128
CVA Family Office
Colorado
$1.26M +$5.69K +186 +0.5%
YIA
129
YHB Investment Advisors
Connecticut
$1.23M – – –
FFWA
130
Forthright Family Wealth Advisory
Texas
$1.21M +$1.21M +39,518 New
MA
131
McBroom & Associates
Nevada
$1.19M -$25.5K -832 -2%
VIM
132
Vista Investment Management
Pennsylvania
$1.1M -$406K -13,282 -27%
KPWS
133
Kestra Private Wealth Services
Texas
$1.09M +$286K +9,339 +36%
HPC
134
Hobart Private Capital
North Carolina
$1.09M +$378K +12,352 +53%
GEA
135
Glen Eagle Advisors
New Jersey
$1.07M -$200K -6,536 -16%
AAS
136
Avantax Advisory Services
Texas
$1.04M -$32.8K -1,073 -3%
LCWP
137
Legacy Capital Wealth Partners
Arkansas
$1.03M -$5.11K -167 -0.5%
OHWP
138
Oak Harbor Wealth Partners
North Carolina
$1.01M -$311K -10,173 -24%
NS
139
NBC Securities
Alabama
$1M -$325K -10,636 -24%
MWM
140
Meridian Wealth Management
Kentucky
$980K -$54.1K -1,769 -5%
FIM
141
Fernwood Investment Management
Massachusetts
$979K -$245K -8,000 -20%
TFA
142
Transamerica Financial Advisors
Florida
$973K -$115K -3,761 -11%
FT
143
Fiduciary Trust
Massachusetts
$967K +$155K +5,065 +19%
WB
144
Webster Bank
Connecticut
$931K -$323K -10,571 -26%
SWP
145
Stratos Wealth Partners
Ohio
$887K -$15.8K -517 -2%
UCI
146
Uncommon Cents Investing
Wisconsin
$879K +$15.4K +505 +2%
ASFA
147
All Season Financial Advisors
Colorado
$864K -$200K -6,536 -19%
Comerica Bank
148
Comerica Bank
Texas
$812K +$502K +16,419 +162%
DADC
149
D.A. Davidson & Co
Montana
$802K +$51.7K +1,689 +7%
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
$799K -$172K -5,628 -18%
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