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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$59.8M
4
TCM
4
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$2.11M
2
SMM
2
Stadion Money Management
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$4.59M
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPFA
151
Summit Place Financial Advisors
New Jersey
$783K – – –
RI
152
Ridgewood Investments
New Jersey
$780K +$42.9K +1,401 +6%
DWM
153
Destination Wealth Management
California
$778K +$20.9K +683 +3%
VIP
154
Vantage Investment Partners
Missouri
$753K – – –
HI
155
Harbour Investments
Wisconsin
$740K -$8.63K -282 -1%
ECML
156
Eagle Capital Management (Louisiana)
Louisiana
$738K – – –
ASN
157
Advisory Services Network
Georgia
$725K +$86.7K +2,833 +14%
AFG
158
Albion Financial Group
Utah
$722K -$44.1K -1,441 -6%
IHWM
159
Iron Horse Wealth Management
Iowa
$721K -$199K -6,520 -22%
TC
160
TownSquare Capital
Utah
$720K +$8.26K +270 +1%
AIM
161
Avity Investment Management
Connecticut
$708K +$24.5K +800 +4%
AWM
162
Axxcess Wealth Management
California
$705K -$360K -11,762 -34%
CAAM
163
Cornerstone Advisors Asset Management
Pennsylvania
$705K – – –
BAM
164
Belpointe Asset Management
Nevada
$693K +$260K +8,484 +60%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$679K +$574K +18,753 +545%
MA
166
Montag & Associates
Georgia
$678K – – –
TW
167
TritonPoint Wealth
Maryland
$656K +$656K +21,435 New
MWM
168
Marion Wealth Management
Pennsylvania
$639K -$2.27M -74,119 -78%
HFS
169
Horizon Financial Services
North Carolina
$635K +$21.5K +702 +3%
FFA
170
Farther Finance Advisors
California
$627K +$614K +20,064 +4,710%
PS
171
Principal Securities
Iowa
$611K +$611K +19,971 New
DC
172
Davenport & Co
Virginia
$597K -$197K -6,428 -25%
VWM
173
Vigilare Wealth Management
Arizona
$593K +$593K +19,380 New
PHWM
174
Pine Harbor Wealth Management
Maryland
$589K +$589K +19,270 New
GWM
175
Geneos Wealth Management
Colorado
$586K +$78.7K +2,574 +16%
5 6
7
8 9