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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Fernwood Investment Management
Massachusetts
$987K – – –
TFA
152
Transamerica Financial Advisors
Florida
$968K -$13K -420 -1%
ASFA
153
All Season Financial Advisors
Colorado
$961K +$89.7K +2,911 +10%
OIA
154
OneDigital Investment Advisors
Kansas
$922K -$1.17M -38,039 -56%
SWP
155
Stratos Wealth Partners
Ohio
$906K +$12.5K +404 +1%
FFA
156
Farther Finance Advisors
California
$903K +$273K +8,908 +43%
UCI
157
Uncommon Cents Investing
Wisconsin
$868K -$18.3K -595 -2%
RI
158
Ridgewood Investments
New Jersey
$856K +$69.7K +2,260 +9%
DC
159
Davenport & Co
Virginia
$779K +$177K +5,733 +29%
BAM
160
Belpointe Asset Management
Nevada
$772K +$73.8K +2,394 +11%
Cerity Partners
161
Cerity Partners
New York
$768K +$222K +7,191 +41%
VIP
162
Vantage Investment Partners
Missouri
$759K – – –
HI
163
Harbour Investments
Wisconsin
$746K – – –
ECML
164
Eagle Capital Management (Louisiana)
Louisiana
$743K – – –
PS
165
Principal Securities
Iowa
$739K +$124K +4,014 +20%
ASN
166
Advisory Services Network
Georgia
$730K -$432 -14 -0.1%
MLM
167
Mount Lucas Management
Pennsylvania
$726K +$181K +5,870 +33%
TC
168
TownSquare Capital
Utah
$719K -$5.92K -192 -0.8%
AIM
169
Avity Investment Management
Connecticut
$714K – – –
AWM
170
Axxcess Wealth Management
California
$701K -$10.4K -336 -1%
SPFA
171
Summit Place Financial Advisors
New Jersey
$697K -$92.5K -3,000 -12%
PI
172
PFG Investments
New York
$678K +$286K +9,285 +73%
TW
173
TritonPoint Wealth
Maryland
$656K -$23.3K -735 -3%
CAAM
174
Cornerstone Advisors Asset Management
Pennsylvania
$655K -$55.2K -1,789 -8%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$640K +$202K +6,558 +46%
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7
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