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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
201
Sigma Planning Corp
Michigan
$516K +$56.2K +1,846 +12%
FHA
202
Flagship Harbor Advisors
Massachusetts
$511K – – –
MWM
203
Modera Wealth Management
New Jersey
$504K +$943 +31 +0.2%
SWP
204
Strategic Wealth Partners
Ohio
$501K -$24.4K -801 -5%
BWM
205
BerganKDV Wealth Management
Minnesota
$500K +$58.7K +1,928 +13%
RCM
206
Raleigh Capital Management
North Carolina
$496K -$198K -6,519 -29%
PL
207
Protective Life
Alabama
$496K – – –
AM
208
AGF Management
Ontario, Canada
$489K +$1.07K +35 +0.2%
SWM
209
Silverlake Wealth Management
Vermont
$476K +$111K +3,656 +30%
CA
210
Cetera Advisors
Colorado
$469K +$233K +7,667 +99%
KOC
211
Koss-Olinger Consulting
Florida
$464K – – –
GM
212
GeoWealth Management
Illinois
$451K -$6.09M -200,183 -93%
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$444K +$242K +7,963 +120%
HPC
214
Hobart Private Capital
North Carolina
$442K +$442K +14,513 New
MMA
215
Miracle Mile Advisors
California
$427K – – –
CWA
216
Capital Wealth Alliance
Arizona
$421K +$149K +4,901 +55%
HNB
217
Huntington National Bank
Ohio
$416K -$400K – –
CPSAC
218
Chas P. Smith & Associates (CPS)
Florida
$414K – – –
WCM
219
Windham Capital Management
Massachusetts
$413K -$198K -6,517 -32%
MIM
220
MTM Investment Management
South Carolina
$412K +$30.8K +1,011 +8%
PI
221
PFG Investments
New York
$408K +$408K +13,396 New
TA
222
Tactive Advisors
Florida
$407K +$407K +13,380 New
TA
223
TruWealth Advisors
Louisiana
$404K – – –
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$385K -$31.1K -1,021 -7%
SWM
225
Spire Wealth Management
Virginia
$384K +$82.1K +2,699 +27%
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