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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
$47.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$25.6M
3
LPL Financial
LPL Financial
California
$60.7M
4
OIA
OneDigital Investment Advisors
Kansas
$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12.1M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$0
2
Wells Fargo
Wells Fargo
California
$121M
3
TF
TIAA FSB
Florida
$24.9M
4
APW
Aurora Private Wealth
New Jersey
$0
5
RA
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$1.13M +$1.13M +37,149 New
AP
152
Adero Partners
California
$1.09M -$156K -5,119 -12%
DWA
153
Delos Wealth Advisors
Texas
$1.08M -$2.33M -76,522 -68%
DAS
154
Dynamic Advisor Solutions
Arizona
$1.08M +$58.9K +1,939 +6%
VIP
155
Vantage Investment Partners
Missouri
$1.07M – – –
GWM
156
GSB Wealth Management
Connecticut
$1.05M – – –
DC
157
Davenport & Co
Virginia
$1.02M -$48.2K -1,587 -5%
MA
158
McBroom & Associates
Nevada
$1.01M +$496K +16,323 +96%
GL
159
Graypoint LLC
New York
$1.01M -$67.1K -2,207 -6%
TC
160
TownSquare Capital
Utah
$1.01M -$39.5K -1,301 -4%
FCM
161
Fourpath Capital Management
Oklahoma
$988K -$437K -14,396 -31%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$963K -$37.1K -1,222 -4%
ASN
163
Advisory Services Network
Georgia
$938K +$64.4K +2,119 +7%
AFG
164
Albion Financial Group
Utah
$937K -$84.7K -2,787 -8%
RPA
165
Rock Point Advisors
Vermont
$937K -$29.6K -975 -3%
AIM
166
Avity Investment Management
Connecticut
$922K -$295K -9,720 -24%
UCI
167
Uncommon Cents Investing
Wisconsin
$913K -$30.4K -1,000 -3%
William Blair & Company
168
William Blair & Company
Illinois
$871K -$41.7K -1,371 -5%
SWP
169
Stratos Wealth Partners
Ohio
$837K -$16.8K -553 -2%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$798K -$88.7K -2,919 -10%
RFG
171
Range Financial Group
Oregon
$787K -$66.1K -2,174 -8%
FT
172
Fiduciary Trust
Massachusetts
$758K -$30.4K -1,000 -4%
DWM
173
Destination Wealth Management
California
$752K +$201K +6,613 +36%
SP
174
Successful Portfolios
Florida
$747K +$170K +5,607 +30%
HI
175
Harbour Investments
Wisconsin
$742K +$194K +6,371 +35%
5 6
7
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