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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Nations Financial Group
Iowa
$495K -$41.9K -1,364 -8%
WA
177
Waverly Advisors
Alabama
$485K +$18K +587 +4%
GC
178
Guidance Capital
Kentucky
$477K – – –
SWP
179
Strategic Wealth Partners
Ohio
$474K -$4.43K -144 -0.9%
CMMS
180
Comprehensive Money Management Services
Florida
$472K +$472K +15,350 New
BRWA
181
B. Riley Wealth Advisors
Florida
$462K -$9.59K -312 -2%
KBFS
182
Kohmann Bosshard Financial Services
Ohio
$456K -$401K -13,045 -47%
EWA
183
EverSource Wealth Advisors
Alabama
$446K +$446K +14,519 New
NAM
184
NTV Asset Management
West Virginia
$433K -$9.99K -325 -2%
BAM
185
Belpointe Asset Management
Nevada
$430K +$78K +2,528 +22%
LWM
186
Liberty Wealth Management
California
$418K +$418K +13,589 New
CPSAC
187
Chas P. Smith & Associates (CPS)
Florida
$415K – – –
MIM
188
MTM Investment Management
South Carolina
$402K -$27.1K -881 -6%
SA
189
Sovran Advisors
California
$400K +$400K +12,972 New
ATPW
190
Ashton Thomas Private Wealth
Arizona
$395K -$161K -5,227 -29%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$393K -$79.1K -2,575 -17%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$391K -$2.05M -66,916 -84%
P
193
&Partners
Tennessee
$374K +$49.8K +1,617 +15%
IAA
194
Independent Advisor Alliance
North Carolina
$372K +$372K +12,103 New
OWA
195
Octavia Wealth Advisors
Ohio
$368K – – –
SWM
196
Silverlake Wealth Management
Vermont
$360K -$20.9K -679 -5%
LMKC
197
L.M. Kohn & Company
Ohio
$359K +$73.6K +2,395 +26%
IA
198
IFG Advisory
Georgia
$359K +$359K +11,668 New
PTC
199
Private Trust Company
Ohio
$358K -$60.4K -1,966 -14%
MFG
200
Merit Financial Group
Georgia
$355K -$21.4K -697 -6%
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