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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 %
RPA
176
Rock Point Advisors
Vermont
$540K -$6.17K -200 -1%
AFG
177
Albion Financial Group
Utah
$523K -$90.9K -2,945 -15%
DC
178
Davenport & Co
Virginia
$516K -$263K -8,512 -34%
LFA
179
Laraway Financial Advisors
Minnesota
$515K -$16.8K -545 -3%
NAM
180
NTV Asset Management
West Virginia
$506K – – –
SWP
181
Strategic Wealth Partners
Ohio
$499K -$93 -3 -0%
AWM
182
Axxcess Wealth Management
California
$489K -$212K -6,862 -30%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$489K +$132K +4,264 +37%
BAM
184
Berkshire Asset Management
Pennsylvania
$481K +$481K +15,595 New
NFG
185
Nations Financial Group
Iowa
$479K -$79.4K -2,575 -14%
GC
186
Guidance Capital
Kentucky
$477K +$477K +15,468 New
BRWA
187
B. Riley Wealth Advisors
Florida
$472K +$472K +15,290 New
WA
188
Waverly Advisors
Alabama
$468K -$23.8K -773 -5%
WWM
189
Western Wealth Management
Colorado
$466K +$74.5K +2,414 +19%
ASN
190
Advisory Services Network
Georgia
$463K -$268K -8,680 -37%
RWB
191
RMR Wealth Builders
New Jersey
$456K +$89.7K +2,908 +24%
MIM
192
MTM Investment Management
South Carolina
$431K +$123 +4 +0%
CPSAC
193
Chas P. Smith & Associates (CPS)
Florida
$423K – – –
GCIM
194
Gunn & Company Investment Management
Florida
$423K +$423K +13,714 New
WCM
195
Windham Capital Management
Massachusetts
$421K +$7.56K +245 +2%
PI
196
PFG Investments
New York
$420K -$258K -8,359 -38%
FIA
197
Foundations Investment Advisors
Arizona
$413K +$413K +13,380 New
GWM
198
Geneos Wealth Management
Colorado
$412K -$78.3K -2,537 -16%
CPL
199
CAP Partners LLC
Tennessee
$412K +$203K +6,589 +97%
CW
200
CreativeOne Wealth
Kansas
$412K -$684K -22,200 -62%
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