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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
151
Fiduciary Trust
Massachusetts
$816K – – –
KPWS
152
Kestra Private Wealth Services
Texas
$808K -$144K -4,678 -15%
DC
153
Davenport & Co
Virginia
$797K -$5.62K -183 -0.7%
SPFA
154
Summit Place Financial Advisors
New Jersey
$786K -$92.2K -3,000 -10%
AFG
155
Albion Financial Group
Utah
$769K -$86.7K -2,823 -10%
DWM
156
Destination Wealth Management
California
$760K – – –
VIP
157
Vantage Investment Partners
Missouri
$756K – – –
DADC
158
D.A. Davidson & Co
Montana
$753K -$2K -65 -0.3%
HI
159
Harbour Investments
Wisconsin
$752K -$81.4K -2,649 -10%
ECML
160
Eagle Capital Management (Louisiana)
Louisiana
$741K – – –
RI
161
Ridgewood Investments
New Jersey
$741K – – –
RPA
162
Rock Point Advisors
Vermont
$736K -$207K -6,750 -22%
TC
163
TownSquare Capital
Utah
$715K -$119K -3,864 -14%
HPC
164
Hobart Private Capital
North Carolina
$711K +$123K +3,994 +21%
CAAM
165
Cornerstone Advisors Asset Management
Pennsylvania
$708K – – –
AIM
166
Avity Investment Management
Connecticut
$687K -$61.4K -2,000 -8%
MA
167
Montag & Associates
Georgia
$681K -$147K -4,787 -18%
UCFA
168
United Capital Financial Advisors
Texas
$658K +$658K +21,435 New
TA
169
Tactive Advisors
Florida
$655K +$11.2K +363 +2%
ASN
170
Advisory Services Network
Georgia
$641K +$16.7K +543 +3%
HFS
171
Horizon Financial Services
North Carolina
$617K +$2.49K +81 +0.4%
TCM
172
Triumph Capital Management
Colorado
$593K -$1.06M -34,499 -64%
CG
173
Colony Group
Massachusetts
$582K -$157K -5,123 -21%
FCM
174
Fourpath Capital Management
Oklahoma
$573K +$573K +18,647 New
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$572K +$167K +5,437 +41%
5 6
7
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