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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
201
Advisor Resource Council
Texas
$408K -$5.53K -180 -1%
WCM
202
Windham Capital Management
Massachusetts
$405K -$10.4K -338 -2%
HNB
203
Huntington National Bank
Ohio
$404K -$419K – –
CFS
204
Cannon Financial Strategists
Georgia
$402K +$75.4K +2,454 +23%
WWM
205
Western Wealth Management
Colorado
$395K +$39.7K +1,292 +11%
OWA
206
Octavia Wealth Advisors
Ohio
$368K -$21.5K -700 -6%
MIG
207
McGuire Investment Group
Rhode Island
$356K – – –
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$353K +$584 +19 +0.2%
MA
209
Mutual Advisors
Nebraska
$348K – – –
SWM
210
Silverlake Wealth Management
Vermont
$345K +$492 +16 +0.1%
HPA
211
High Probability Advisors
New York
$337K +$37.9K +1,235 +13%
GWM
212
GSB Wealth Management
Connecticut
$333K +$3.75K +122 +1%
MA
213
MCF Advisors
Kentucky
$330K -$2.58K -84 -0.8%
SEI Investments
214
SEI Investments
Pennsylvania
$326K +$25.2K +819 +8%
BPA
215
Beacon Pointe Advisors
California
$322K +$322K +10,473 New
WCA
216
Westover Capital Advisors
Delaware
$316K -$450K -14,647 -59%
Comerica Bank
217
Comerica Bank
Texas
$311K +$311K +10,116 New
CCG
218
Chatham Capital Group
Georgia
$307K – – –
SWM
219
Spire Wealth Management
Virginia
$304K +$61 +2 +0%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$303K – – –
LNC
221
Lincoln National Corp
Pennsylvania
$302K +$63K +2,050 +26%
SIA
222
Strategic Investment Advisors
Michigan
$297K -$16.1K -523 -5%
HAS
223
HBW Advisory Services
California
$296K -$77.3K -2,516 -21%
TFA
224
Teamwork Financial Advisors
Texas
$294K +$294K +9,586 New
DLHL
225
Donald L. Hagan LLC
Florida
$288K -$217K -7,065 -43%
7 8
9
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