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SPDR Bloomberg Investment Grade Floating Rate ETF

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
201
New England Private Wealth Advisors
Massachusetts
$562K +$3.37K +111 +0.6%
RI
202
Ridgewood Investments
New Jersey
$557K +$6.03K +199 +1%
NGA
203
Naples Global Advisors
Florida
$550K -$7.87K -260 -1%
DWM
204
Destination Wealth Management
California
$549K +$549K +18,127 New
MA
205
MCF Advisors
Kentucky
$548K -$1.43M -47,021 -72%
CFAM
206
Center For Asset Management
Florida
$548K +$183K +6,033 +50%
HI
207
Harbour Investments
Wisconsin
$543K
FHA
208
Flagship Harbor Advisors
Massachusetts
$540K -$908 -30 -0.2%
KOC
209
Koss-Olinger Consulting
Florida
$526K
LMKC
210
L.M. Kohn & Company
Ohio
$526K +$22.1K +729 +4%
SWP
211
Strategic Wealth Partners
Ohio
$524K -$3.33K -110 -0.6%
MA
212
McBroom & Associates
Nevada
$517K +$517K +17,051 New
KPWS
213
Kestra Private Wealth Services
Texas
$517K +$517K +17,078 New
1WM
214
1900 Wealth Management
Texas
$515K +$113K +3,721 +28%
UB
215
UMB Bank
Missouri
$511K -$107K -3,527 -17%
MWM
216
Modera Wealth Management
New Jersey
$500K +$546 +18 +0.1%
FA
217
Forefront Analytics
Pennsylvania
$496K +$2.67K +88 +0.5%
PL
218
Protective Life
Alabama
$494K
BWM
219
BerganKDV Wealth Management
Minnesota
$484K -$136K -4,486 -22%
Wealthfront Advisers
220
Wealthfront Advisers
California
$481K +$136K +4,489 +39%
SFS
221
Sowell Financial Services
Arkansas
$463K +$463K +15,278 New
OIM
222
Orca Investment Management
Oregon
$447K -$10.4M -343,789 -96%
CCG
223
Chatham Capital Group
Georgia
$445K -$212K -7,000 -32%
AAS
224
Ameritas Advisory Services
Nebraska
$438K -$42.3K -1,396 -9%
WWM
225
Western Wealth Management
Colorado
$436K +$219K +7,230 +101%