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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$1.29M -$7.24M -234,825 -85%
CFO
127
CVA Family Office
Colorado
$1.28M +$7.71K +250 +0.6%
Goldman Sachs
128
Goldman Sachs
New York
$1.28M -$23.1K -749 -2%
PA
129
PFG Advisors
Arizona
$1.26M -$1.12M -36,349 -47%
YIA
130
YHB Investment Advisors
Connecticut
$1.24M -$1.08K -35 -0.1%
KAS
131
Kestra Advisory Services
Texas
$1.23M -$299K -9,694 -20%
GEA
132
Glen Eagle Advisors
New Jersey
$1.21M -$57.2K -1,855 -5%
FFA
133
Farther Finance Advisors
California
$1.2M +$297K +9,666 +33%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.18M -$360K -11,673 -23%
CTA
135
Chesley Taft & Associates
Illinois
$1.16M +$18.5K +600 +2%
MA
136
McBroom & Associates
Nevada
$1.12M -$44K -1,427 -4%
AWM
137
AE Wealth Management
Kansas
$1.1M -$653K -21,170 -37%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$1.1M -$554K -17,949 -34%
RWIA
139
Roger Wittlin Investment Advisory
California
$1.1M +$19.2K +622 +2%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$1.09M +$773K +25,051 +241%
PS
141
Principal Securities
Iowa
$1.04M +$304K +9,861 +41%
HFS
142
Horizon Financial Services
North Carolina
$1.03M +$9.78K +317 +1%
DADC
143
D.A. Davidson & Co
Montana
$1.01M +$17K +550 +2%
OHWP
144
Oak Harbor Wealth Partners
North Carolina
$1.01M +$7.07K +229 +0.7%
FIM
145
Fernwood Investment Management
Massachusetts
$987K – – –
Bank of New York Mellon
146
Bank of New York Mellon
New York
$976K -$270K -8,753 -22%
NS
147
NBC Securities
Alabama
$976K -$15.2K -493 -2%
RA
148
Rockingstone Advisors
Massachusetts
$972K -$370K -11,988 -28%
TFA
149
Transamerica Financial Advisors
Florida
$968K – – –
RWM
150
Revisor Wealth Management
Ohio
$959K -$757K -24,525 -44%
4 5
6
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