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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$52.9M
2
NYLIM
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$30.9M
5
TF
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Ameriprise
Ameriprise
Minnesota
$207M
3
CCA
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
201
GeoWealth Management
Illinois
$430K -$25.4K -827 -6%
HNB
202
Huntington National Bank
Ohio
$419K -$416K – –
MIM
203
MTM Investment Management
South Carolina
$419K +$3.93K +128 +0.9%
WCM
204
Windham Capital Management
Massachusetts
$415K -$921 -30 -0.2%
ARC
205
Advisor Resource Council
Texas
$413K -$958K -31,228 -70%
CPSAC
206
Chas P. Smith & Associates (CPS)
Florida
$405K -$12.4K -404 -3%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$405K -$43K -1,401 -10%
PI
208
PFG Investments
New York
$401K -$10.2K -331 -2%
OWA
209
Octavia Wealth Advisors
Ohio
$389K +$29.8K +970 +8%
HAS
210
HBW Advisory Services
California
$373K +$373K +12,149 New
CA
211
Cetera Advisors
Colorado
$363K -$110K -3,581 -23%
FA
212
Flagstar Advisors
New York
$362K +$4.85K +158 +1%
MIG
213
McGuire Investment Group
Rhode Island
$356K +$147K +4,804 +71%
WWM
214
Western Wealth Management
Colorado
$355K – – –
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$352K -$36.2K -1,181 -9%
NFG
216
Nations Financial Group
Iowa
$350K +$64.2K +2,092 +22%
MA
217
Mutual Advisors
Nebraska
$348K -$28.8K -939 -8%
NGA
218
Naples Global Advisors
Florida
$345K -$38.2K -1,245 -10%
SWM
219
Silverlake Wealth Management
Vermont
$345K -$136K -4,422 -28%
TA
220
TruWealth Advisors
Louisiana
$342K -$65.1K -2,120 -16%
MA
221
MCF Advisors
Kentucky
$332K +$2.27K +74 +0.7%
GWM
222
GSB Wealth Management
Connecticut
$329K -$329K -10,718 -50%
OMC
223
Old Mission Capital
Illinois
$329K +$329K +10,715 New
LCM
224
Lunt Capital Management
Utah
$328K +$328K +10,690 New
SWA
225
Stratos Wealth Advisors
Ohio
$327K -$839K -27,349 -72%
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