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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.52M -$40.2M -1,301,990 -96%
FHA
127
Flagship Harbor Advisors
Massachusetts
$1.51M +$976K +31,657 +183%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.45M +$1.45M +46,921 New
OMC
129
Old Mission Capital
Illinois
$1.43M +$1.43M +46,481 New
RA
130
Rockingstone Advisors
Massachusetts
$1.34M -$124K -4,010 -8%
KPWS
131
Kestra Private Wealth Services
Texas
$1.33M +$229K +7,416 +21%
Goldman Sachs
132
Goldman Sachs
New York
$1.3M – – –
CFO
133
CVA Family Office
Colorado
$1.27M +$4.96K +161 +0.4%
SCM
134
Sage Capital Management
New Jersey
$1.27M -$39.6K -1,286 -3%
GEA
135
Glen Eagle Advisors
New Jersey
$1.27M +$189K +6,141 +18%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$1.25M -$133K -4,307 -10%
YIA
137
YHB Investment Advisors
Connecticut
$1.24M -$2.93K -95 -0.2%
HPC
138
Hobart Private Capital
North Carolina
$1.2M +$109K +3,541 +10%
MA
139
McBroom & Associates
Nevada
$1.17M -$28.4K -922 -2%
CTA
140
Chesley Taft & Associates
Illinois
$1.14M -$220K -7,145 -16%
VIM
141
Vista Investment Management
Pennsylvania
$1.13M +$20.7K +671 +2%
CW
142
CreativeOne Wealth
Kansas
$1.1M +$550K +17,855 +101%
RWIA
143
Roger Wittlin Investment Advisory
California
$1.08M +$1.08M +34,924 New
SI
144
SimpliFi Inc
California
$1.03M +$1.03M +33,561 New
HFS
145
Horizon Financial Services
North Carolina
$1.02M +$380K +12,314 +59%
AAS
146
Avantax Advisory Services
Texas
$1.01M -$38.4K -1,245 -4%
OHWP
147
Oak Harbor Wealth Partners
North Carolina
$999K -$20.2K -655 -2%
DADC
148
D.A. Davidson & Co
Montana
$995K +$187K +6,060 +23%
NS
149
NBC Securities
Alabama
$991K -$20.7K -670 -2%
ARC
150
Advisor Resource Council
Texas
$989K -$7.96M -260,092 -89%
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