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SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Axxcess Wealth Management
California
$1.06M -$181K -5,940 -15%
CFGS
152
Concourse Financial Group Securities
Alabama
$1.04M +$997K +32,758 +2,384%
TFA
153
Transamerica Financial Advisors
Florida
$1.03M -$160K -5,251 -13%
VIP
154
Vantage Investment Partners
Missouri
$1.03M -$44.7K -1,468 -4%
SWA
155
Strata Wealth Advisors
Texas
$1.02M -$900K -29,591 -47%
State Street
156
State Street
Massachusetts
$989K -$2.41M -79,257 -71%
WWM
157
WT Wealth Management
Arizona
$989K +$348K +11,439 +54%
DAS
158
Dynamic Advisor Solutions
Arizona
$981K -$96.6K -3,173 -9%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$971K +$171K +5,632 +21%
SWP
160
Stratos Wealth Partners
Ohio
$947K +$109K +3,574 +13%
RPA
161
Rock Point Advisors
Vermont
$935K -$3.04K -100 -0.3%
MA
162
Montag & Associates
Georgia
$926K -$345K -11,323 -27%
TC
163
TownSquare Capital
Utah
$925K -$82.7K -2,718 -8%
AFG
164
Albion Financial Group
Utah
$902K -$36.9K -1,213 -4%
AAS
165
Avantax Advisory Services
Texas
$874K +$136K +4,476 +18%
AIM
166
Avity Investment Management
Connecticut
$864K -$59.3K -1,950 -6%
UCI
167
Uncommon Cents Investing
Wisconsin
$860K -$54K -1,775 -6%
CW
168
CreativeOne Wealth
Kansas
$817K -$536K -17,624 -40%
DC
169
Davenport & Co
Virginia
$811K -$212K -6,965 -21%
GGS
170
Galvin Gaustad & Stein
Arizona
$796K -$434K -14,249 -35%
WCA
171
Westover Capital Advisors
Delaware
$794K -$12M -395,870 -94%
RFG
172
Range Financial Group
Oregon
$782K -$6.54K -215 -0.8%
FT
173
Fiduciary Trust
Massachusetts
$759K
DWM
174
Destination Wealth Management
California
$753K
ECML
175
Eagle Capital Management (Louisiana)
Louisiana
$739K