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

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
Citadel Advisors
Florida
$2.3M
3
MNA
Manning & Napier Advisors
New York
$0
4
FAG
Fortitude Advisory Group
Washington
$0
5
WCM
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Strategic Wealth Partners
Ohio
$479K -$19.6K -636 -4%
GC
177
Guidance Capital
Kentucky
$476K – – –
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$474K -$85.6K -2,775 -15%
BRWA
179
B. Riley Wealth Advisors
Florida
$474K +$1.88K +61 +0.4%
WA
180
Waverly Advisors
Alabama
$468K +$62 +2 +0%
ASN
181
Advisory Services Network
Georgia
$463K – – –
JWCA
182
J.W. Cole Advisors
Florida
$462K +$185K +5,991 +67%
RWB
183
RMR Wealth Builders
New Jersey
$456K – – –
NAM
184
NTV Asset Management
West Virginia
$444K -$61.7K -2,000 -12%
MIM
185
MTM Investment Management
South Carolina
$429K +$215 +7 +0.1%
PTC
186
Private Trust Company
Ohio
$420K +$105K +3,401 +33%
CPL
187
CAP Partners LLC
Tennessee
$420K +$7.59K +246 +2%
EFG
188
Ethos Financial Group
Pennsylvania
$419K +$41.6K +1,349 +11%
CPSAC
189
Chas P. Smith & Associates (CPS)
Florida
$417K -$6.54K -212 -2%
CCM
190
Crabel Capital Management
California
$412K +$185K +6,009 +82%
DWM
191
Destination Wealth Management
California
$405K – – –
CFS
192
Cannon Financial Strategists
Georgia
$404K – – –
Stifel Financial
193
Stifel Financial
Missouri
$388K +$49.8K +1,615 +15%
Corient Private Wealth
194
Corient Private Wealth
Florida
$383K -$796K -25,791 -67%
SWM
195
Silverlake Wealth Management
Vermont
$382K +$555 +18 +0.1%
MFG
196
Merit Financial Group
Georgia
$378K +$82.2K +2,664 +28%
OWA
197
Octavia Wealth Advisors
Ohio
$369K – – –
RCM
198
Raleigh Capital Management
North Carolina
$366K +$149K +4,841 +69%
LAS
199
Lloyd Advisory Services
Georgia
$362K +$147K +4,765 +68%
GWM
200
GSB Wealth Management
Connecticut
$361K +$28.1K +910 +8%
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