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SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
176
Fourpath Capital Management
Oklahoma
$731K -$258K -8,473 -26%
CG
177
Colony Group
Massachusetts
$730K +$730K +23,985 New
BAM
178
Belpointe Asset Management
Nevada
$719K -$871K -28,618 -55%
SP
179
Successful Portfolios
Florida
$713K -$34.1K -1,121 -5%
DADC
180
D.A. Davidson & Co
Montana
$710K +$59.1K +1,942 +9%
1WM
181
1900 Wealth Management
Texas
$707K +$67.1K +2,206 +10%
SFS
182
Strategic Financial Services
New York
$703K +$14.6K +479 +2%
HI
183
Harbour Investments
Wisconsin
$701K -$41.2K -1,353 -6%
CAAM
184
Cornerstone Advisors Asset Management
Pennsylvania
$701K -$16.4K -539 -2%
KPWS
185
Kestra Private Wealth Services
Texas
$694K +$160K +5,246 +30%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$671K +$16.5K +543 +3%
CFG
187
Carr Financial Group
Massachusetts
$662K -$1.45M -47,615 -69%
RI
188
Ridgewood Investments
New Jersey
$661K +$65.2K +2,141 +11%
GWM
189
GSB Wealth Management
Connecticut
$652K -$402K -13,197 -38%
LFA
190
Laraway Financial Advisors
Minnesota
$642K -$52.8K -1,735 -8%
DLHL
191
Donald L. Hagan LLC
Florida
$636K +$636K +20,898 New
ASN
192
Advisory Services Network
Georgia
$632K -$307K -10,089 -33%
HFS
193
Horizon Financial Services
North Carolina
$624K +$5.66K +186 +0.9%
SFG
194
StrategIQ Financial Group
Indiana
$600K -$9.19K -302 -2%
GL
195
Graypoint LLC
New York
$584K -$431K -14,177 -42%
NAM
196
NTV Asset Management
West Virginia
$549K -$137K -4,500 -20%
FIM
197
Freedom Investment Management
Connecticut
$545K -$114K -3,757 -17%
MLM
198
Mount Lucas Management
Pennsylvania
$535K -$64.1K -2,105 -11%
Cerity Partners
199
Cerity Partners
New York
$529K +$943 +31 +0.2%
AIM
200
Aspen Investment Management
Michigan
$527K -$25.9K -850 -5%