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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
151
Eagle Capital Management (Louisiana)
Louisiana
$744K – – –
AWM
152
Axxcess Wealth Management
California
$735K +$246K +7,979 +50%
AIM
153
Avity Investment Management
Connecticut
$714K – – –
TC
154
TownSquare Capital
Utah
$713K – – –
BSTWA
155
Blake Schutter Theil Wealth Advisors
Ohio
$700K +$700K +22,705 New
VIM
156
Vista Investment Management
Pennsylvania
$688K +$37.3K +1,208 +6%
DADC
157
D.A. Davidson & Co
Montana
$662K -$350K -11,352 -35%
MWM
158
Modera Wealth Management
New Jersey
$659K +$2.75K +89 +0.4%
TW
159
TritonPoint Wealth
Maryland
$638K – – –
APP
160
Avantax Planning Partners
Iowa
$604K -$995K -32,253 -62%
BEI
161
Benjamin Edwards Inc
Missouri
$603K +$603K +19,562 New
FIA
162
Foundations Investment Advisors
Arizona
$600K +$188K +6,081 +45%
PHWM
163
Pine Harbor Wealth Management
Maryland
$594K – – –
AWM
164
Avior Wealth Management
Nebraska
$594K +$26.8K +869 +5%
ATPW
165
Ashton Thomas Private Wealth
Arizona
$558K -$34.8K -1,129 -6%
Cerity Partners
166
Cerity Partners
New York
$545K -$4.17K -135 -0.8%
NFG
167
Nations Financial Group
Iowa
$539K +$60.1K +1,947 +13%
RPA
168
Rock Point Advisors
Vermont
$539K -$617 -20 -0.1%
RA
169
Rockingstone Advisors
Massachusetts
$530K -$442K -14,342 -45%
FCM
170
Fourpath Capital Management
Oklahoma
$520K +$235K +7,626 +83%
LFA
171
Laraway Financial Advisors
Minnesota
$515K – – –
GWM
172
Geneos Wealth Management
Colorado
$504K +$91K +2,951 +22%
HBS
173
Howard Bailey Securities
Indiana
$492K +$492K +15,959 New
WWM
174
Western Wealth Management
Colorado
$483K +$16.4K +531 +4%
BAM
175
Berkshire Asset Management
Pennsylvania
$481K – – –
5 6
7
8 9