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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
3
Allworth Financial
California
$11.6M
4
SIM
4
Stratos Investment Management
Ohio
$25.2M
5
AA
5
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
3
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIWA
151
Prevail Innovative Wealth Advisors
Kansas
$736K -$1.91M -62,052 -72%
SAG
152
SageView Advisory Group
California
$730K -$154K -5,021 -17%
TC
153
TownSquare Capital
Utah
$726K +$15.7K +512 +2%
BSTWA
154
Blake Schutter Theil Wealth Advisors
Ohio
$697K -$615 -20 -0.1%
GWM
155
GSB Wealth Management
Connecticut
$660K +$300K +9,765 +83%
MWM
156
Modera Wealth Management
New Jersey
$658K +$2K +65 +0.3%
RWIA
157
Roger Wittlin Investment Advisory
California
$658K -$188K -6,114 -22%
JWCA
158
J.W. Cole Advisors
Florida
$658K +$198K +6,437 +43%
BEI
159
Benjamin Edwards Inc
Missouri
$654K +$52.4K +1,706 +9%
TW
160
TritonPoint Wealth
Maryland
$636K – – –
OC
161
Oppenheimer & Co
New York
$631K +$631K +20,530 New
FIA
162
Foundations Investment Advisors
Arizona
$630K +$32.4K +1,053 +5%
LCAM
163
London & Capital Asset Management
United Kingdom
$610K +$610K +19,859 New
APP
164
Avantax Planning Partners
Iowa
$587K -$15.2K -495 -3%
VIM
165
Vista Investment Management
Pennsylvania
$574K -$112K -3,629 -16%
GWM
166
Geneos Wealth Management
Colorado
$572K +$70.9K +2,306 +14%
ET
167
Equitable Trust
Tennessee
$567K +$567K +18,439 New
Bank of New York Mellon
168
Bank of New York Mellon
New York
$565K -$611K -19,891 -52%
AWM
169
Avior Wealth Management
Nebraska
$562K -$30K -975 -5%
Cerity Partners
170
Cerity Partners
New York
$545K +$2.06K +67 +0.4%
RPA
171
Rock Point Advisors
Vermont
$543K +$6.45K +210 +1%
Comerica Bank
172
Comerica Bank
Texas
$541K +$188K +6,120 +53%
OIA
173
OneDigital Investment Advisors
Kansas
$527K -$274K -8,924 -34%
LFA
174
Laraway Financial Advisors
Minnesota
$513K – – –
RFP
175
Root Financial Partners
California
$500K +$500K +16,268 New
5 6
7
8 9