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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$59.8M
4
TCM
4
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$2.11M
2
SMM
2
Stadion Money Management
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$4.59M
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
201
AGF Management
Ontario, Canada
$422K -$48.6K -1,590 -10%
BCA
202
Bay Colony Advisors
Massachusetts
$404K +$404K +13,201 New
CFS
203
Cannon Financial Strategists
Georgia
$401K – – –
CCM
204
Crabel Capital Management
California
$398K +$398K +13,000 New
WCM
205
Windham Capital Management
Massachusetts
$395K -$8.41K -275 -2%
WWM
206
Western Wealth Management
Colorado
$393K – – –
PI
207
PFG Investments
New York
$389K -$36.1K -1,180 -8%
HNB
208
Huntington National Bank
Ohio
$373K -$404K – –
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$366K -$51.6K -1,686 -12%
OWA
210
Octavia Wealth Advisors
Ohio
$366K – – –
SWM
211
Silverlake Wealth Management
Vermont
$366K +$22.1K +723 +6%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$357K +$5.57K +182 +2%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$356K +$356K +11,633 New
MA
214
Mutual Advisors
Nebraska
$347K +$551 +18 +0.2%
HPA
215
High Probability Advisors
New York
$336K +$551 +18 +0.2%
MFG
216
Merit Financial Group
Georgia
$336K -$1.79M -58,551 -84%
1WM
217
1900 Wealth Management
Texas
$334K -$2.4M -78,356 -88%
WCA
218
Westover Capital Advisors
Delaware
$333K +$18.4K +603 +6%
MA
219
MCF Advisors
Kentucky
$332K +$3.46K +113 +1%
GWM
220
GSB Wealth Management
Connecticut
$331K -$1.13K -37 -0.3%
AP
221
Adero Partners
California
$328K +$328K +10,719 New
FAM
222
Family Asset Management
South Carolina
$326K -$223K -7,289 -41%
CCG
223
Chatham Capital Group
Georgia
$306K – – –
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$284K +$5.6K +183 +2%
SAM
225
Simplify Asset Management
Nevada
$283K – – –
7 8
9
10 11