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SPDR Bloomberg Investment Grade Floating Rate ETF

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
201
Strategic Wealth Partners
Ohio
$525K -$608 -20 -0.1%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$518K +$518K +17,050 New
FHA
203
Flagship Harbor Advisors
Massachusetts
$510K -$32.1K -1,055 -6%
MWM
204
Modera Wealth Management
New Jersey
$502K +$1.19K +39 +0.2%
ACA
205
Aptus Capital Advisors
Alabama
$500K -$142K -4,680 -22%
PL
206
Protective Life
Alabama
$495K
AM
207
AGF Management
Ontario, Canada
$487K +$487K +16,025 New
CCG
208
Ceeto Capital Group
Florida
$486K -$91.1K -3,000 -16%
SFS
209
Sowell Financial Services
Arkansas
$479K +$14.4K +474 +3%
KOC
210
Koss-Olinger Consulting
Florida
$464K -$63.9K -2,101 -12%
SPC
211
Sigma Planning Corp
Michigan
$459K +$114K +3,754 +33%
OIM
212
Orca Investment Management
Oregon
$448K
CCG
213
Chatham Capital Group
Georgia
$447K
BWM
214
BerganKDV Wealth Management
Minnesota
$441K -$45.1K -1,483 -9%
UB
215
UMB Bank
Missouri
$437K -$75.7K -2,491 -15%
MMA
216
Miracle Mile Advisors
California
$427K +$179K +5,882 +72%
MA
217
MCF Advisors
Kentucky
$418K -$132K -4,328 -24%
KFP
218
KMG Fiduciary Partners
Ohio
$415K +$425 +14 +0.1%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$415K +$22.1K +726 +6%
CPSAC
220
Chas P. Smith & Associates (CPS)
Florida
$413K +$413K +13,605 New
TA
221
TruWealth Advisors
Louisiana
$403K +$44.7K +1,471 +12%
HNB
222
Huntington National Bank
Ohio
$400K -$398K
EWA
223
Evolution Wealth Advisors
Florida
$390K
OWA
224
Octavia Wealth Advisors
Ohio
$385K
MIM
225
MTM Investment Management
South Carolina
$380K +$86.7K +2,853 +30%