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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
Laraway Financial Advisors
Minnesota
$555K -$30.7K -1,000 -5%
FAM
177
Family Asset Management
South Carolina
$551K -$63.6K -2,071 -10%
ATPW
178
Ashton Thomas Private Wealth
Arizona
$549K -$88.5K -2,881 -14%
FHA
179
Flagship Harbor Advisors
Massachusetts
$548K +$32.3K +1,051 +6%
MWM
180
Modera Wealth Management
New Jersey
$545K +$1.97K +64 +0.4%
MLM
181
Mount Lucas Management
Pennsylvania
$542K +$24.5K +799 +5%
CW
182
CreativeOne Wealth
Kansas
$522K -$312K -10,162 -37%
GWM
183
Geneos Wealth Management
Colorado
$510K -$53.3K -1,734 -9%
SFG
184
StrategIQ Financial Group
Indiana
$509K – – –
NAM
185
NTV Asset Management
West Virginia
$508K -$15.4K -500 -3%
SWP
186
Strategic Wealth Partners
Ohio
$502K -$3.78K -123 -0.7%
SWA
187
Strata Wealth Advisors
Texas
$498K +$498K +16,216 New
CFG
188
Carr Financial Group
Massachusetts
$492K -$67.5K -2,207 -12%
NFG
189
Nations Financial Group
Iowa
$487K +$137K +4,453 +39%
FIM
190
Freedom Investment Management
Connecticut
$484K -$14.1K -460 -3%
AM
191
AGF Management
Ontario, Canada
$472K -$24.3K -790 -5%
RCM
192
Raleigh Capital Management
North Carolina
$470K -$12.3K -400 -3%
WA
193
Wambolt & Associates
Colorado
$460K -$757K -24,756 -62%
KOC
194
Koss-Olinger Consulting
Florida
$449K – – –
GGS
195
Galvin Gaustad & Stein
Arizona
$442K -$308K -10,034 -41%
BAM
196
Belpointe Asset Management
Nevada
$435K -$9.86K -321 -2%
MIM
197
MTM Investment Management
South Carolina
$432K +$12.8K +416 +3%
PI
198
PFG Investments
New York
$426K +$25.1K +818 +6%
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$419K +$419K +13,655 New
GM
200
GeoWealth Management
Illinois
$416K -$14.6K -474 -3%
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