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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 $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$52.9M
2
NYLIM
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$30.9M
5
TF
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Ameriprise
Ameriprise
Minnesota
$207M
3
CCA
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
Montag & Associates
Georgia
$827K -$107K -3,473 -11%
FT
152
Fiduciary Trust
Massachusetts
$815K +$49.1K +1,600 +6%
DC
153
Davenport & Co
Virginia
$802K -$15.9K -517 -2%
SWP
154
Stratos Wealth Partners
Ohio
$773K -$182K -5,933 -19%
WCA
155
Westover Capital Advisors
Delaware
$765K -$35.9K -1,171 -4%
DWM
156
Destination Wealth Management
California
$759K – – –
VIP
157
Vantage Investment Partners
Missouri
$755K -$283K -9,228 -27%
DADC
158
D.A. Davidson & Co
Montana
$754K +$38.5K +1,255 +5%
GGS
159
Galvin Gaustad & Stein
Arizona
$749K -$53.4K -1,739 -7%
AIM
160
Avity Investment Management
Connecticut
$747K -$124K -4,050 -14%
ECML
161
Eagle Capital Management (Louisiana)
Louisiana
$740K -$5.77K -188 -0.8%
RI
162
Ridgewood Investments
New Jersey
$740K +$73.2K +2,386 +11%
CG
163
Colony Group
Massachusetts
$738K +$2.18K +71 +0.3%
CAAM
164
Cornerstone Advisors Asset Management
Pennsylvania
$707K – – –
RWM
165
Revisor Wealth Management
Ohio
$699K -$403K -13,130 -37%
Millennium Management
166
Millennium Management
New York
$663K +$663K +21,612 New
TA
167
Tactive Advisors
Florida
$644K +$233K +7,594 +57%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$637K -$40.2K -1,311 -6%
TSS
169
Two Sigma Securities
New York
$624K +$624K +20,323 New
ASN
170
Advisory Services Network
Georgia
$623K -$13.7K -448 -2%
FAM
171
Family Asset Management
South Carolina
$614K -$841K -27,417 -58%
HFS
172
Horizon Financial Services
North Carolina
$613K -$16K -522 -3%
HPC
173
Hobart Private Capital
North Carolina
$588K +$142K +4,632 +32%
LFA
174
Laraway Financial Advisors
Minnesota
$586K -$61.4K -2,000 -9%
WC
175
Waterloo Capital
Texas
$572K +$572K +18,649 New
5 6
7
8 9