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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJ
126
Caitlin John
Michigan
$1.17M -$47.4K -1,541 -4%
FHA
127
Flagship Harbor Advisors
Massachusetts
$1.16M +$196K +6,374 +20%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$1.12M -$27.1K -881 -2%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$1.12M +$1.12M +36,298 New
MWP
130
Meriwether Wealth & Planning
Louisiana
$1.11M +$1.11M +36,020 New
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$1.1M -$119K -3,875 -10%
PFA
132
Portland Financial Advisors
New York
$1.09M +$1.09M +35,606 New
MA
133
McBroom & Associates
Nevada
$1.06M +$38.3K +1,247 +4%
KP
134
Keel Point
Alabama
$1.01M – – –
CFG
135
Carr Financial Group
Massachusetts
$1.01M -$7.28K -237 -0.7%
KAS
136
Kestra Advisory Services
Texas
$1.01M -$489K -15,914 -33%
SWP
137
Stratos Wealth Partners
Ohio
$1.01M -$208K -6,783 -17%
FIM
138
Fernwood Investment Management
Massachusetts
$983K – – –
BMWS
139
Brady Martz Wealth Solutions
North Dakota
$958K +$958K +31,095 New
BCA
140
Bay Colony Advisors
Massachusetts
$910K -$106K -3,464 -10%
MWM
141
Meridian Wealth Management
Kentucky
$891K -$8.02K -261 -0.9%
OHWP
142
Oak Harbor Wealth Partners
North Carolina
$881K -$12.7K -412 -1%
UCI
143
Uncommon Cents Investing
Wisconsin
$865K – – –
WWM
144
Western Wealth Management
Colorado
$831K +$350K +11,384 +73%
Corient Private Wealth
145
Corient Private Wealth
Florida
$813K +$431K +14,030 +113%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$796K +$37.5K +1,220 +5%
OMC
147
Old Mission Capital
Illinois
$780K -$180K -5,865 -19%
MLM
148
Mount Lucas Management
Pennsylvania
$770K +$29K +944 +4%
HI
149
Harbour Investments
Wisconsin
$760K -$9.1K -296 -1%
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$741K – – –
4 5
6
7 8