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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$936K +$936K +30,350 New
GM
152
GeoWealth Management
Illinois
$908K -$626K -20,297 -41%
SWP
153
Stratos Wealth Partners
Ohio
$905K -$1.14K -37 -0.1%
UCI
154
Uncommon Cents Investing
Wisconsin
$869K – – –
OIA
155
OneDigital Investment Advisors
Kansas
$858K -$64.4K -2,089 -7%
RI
156
Ridgewood Investments
New Jersey
$854K -$2.47K -80 -0.3%
SI
157
SimpliFi Inc
California
$829K -$206K -6,692 -20%
AAS
158
Avantax Advisory Services
Texas
$803K -$208K -6,736 -21%
HI
159
Harbour Investments
Wisconsin
$745K -$1.3K -42 -0.2%
ECML
160
Eagle Capital Management (Louisiana)
Louisiana
$744K – – –
BAM
161
Belpointe Asset Management
Nevada
$739K -$33.6K -1,090 -4%
AIM
162
Avity Investment Management
Connecticut
$714K – – –
TC
163
TownSquare Capital
Utah
$713K -$6.54K -212 -0.9%
MLM
164
Mount Lucas Management
Pennsylvania
$696K -$30.4K -985 -4%
SCM
165
Sage Capital Management
New Jersey
$688K -$585K -18,978 -46%
MWM
166
Modera Wealth Management
New Jersey
$656K +$95.3K +3,088 +17%
VIM
167
Vista Investment Management
Pennsylvania
$651K -$477K -15,463 -42%
LCWP
168
Legacy Capital Wealth Partners
Arkansas
$641K +$641K +20,786 New
TW
169
TritonPoint Wealth
Maryland
$639K – – –
TSS
170
Two Sigma Securities
New York
$623K +$623K +20,185 New
PHWM
171
Pine Harbor Wealth Management
Maryland
$594K – – –
ATPW
172
Ashton Thomas Private Wealth
Arizona
$593K -$2.96K -96 -0.5%
AWM
173
Avior Wealth Management
Nebraska
$568K +$71.1K +2,303 +14%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$559K +$170K +5,512 +44%
Cerity Partners
175
Cerity Partners
New York
$549K -$220K -7,128 -29%
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