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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
Destination Wealth Management
California
$403K -$381K -12,367 -49%
WWM
202
Western Wealth Management
Colorado
$392K -$4.26K -138 -1%
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$389K +$20.1K +653 +5%
SWM
204
Silverlake Wealth Management
Vermont
$381K +$11.8K +382 +3%
RCM
205
Raleigh Capital Management
North Carolina
$376K -$63.7K -2,065 -14%
TCM
206
Triumph Capital Management
Colorado
$376K -$87.6K -2,839 -19%
HNB
207
Huntington National Bank
Ohio
$376K -$373K – –
RWB
208
RMR Wealth Builders
New Jersey
$366K +$366K +11,871 New
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$357K -$2.41K -78 -0.7%
Comerica Bank
210
Comerica Bank
Texas
$353K -$465K -15,071 -57%
NA
211
NewEdge Advisors
Louisiana
$342K +$327K +10,610 +2,220%
OWA
212
Octavia Wealth Advisors
Ohio
$339K -$29.9K -970 -8%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$337K -$22.2K -718 -6%
MA
214
MCF Advisors
Kentucky
$336K +$1.7K +55 +0.5%
Stifel Financial
215
Stifel Financial
Missouri
$334K -$137K -4,445 -29%
GWM
216
GSB Wealth Management
Connecticut
$333K – – –
AP
217
Adero Partners
California
$330K – – –
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$321K +$321K +10,406 New
MFG
219
Merit Financial Group
Georgia
$315K -$22.5K -732 -7%
CCG
220
Chatham Capital Group
Georgia
$308K – – –
BPA
221
Beacon Pointe Advisors
California
$303K +$96.7K +3,137 +47%
BHA
222
Beech Hill Advisors
New York
$300K +$300K +9,744 New
LCM
223
Lunt Capital Management
Utah
$296K +$73.6K +2,387 +33%
IHWM
224
Iron Horse Wealth Management
Iowa
$295K -$432K -14,020 -59%
NEPWA
225
New England Private Wealth Advisors
Massachusetts
$289K +$2.77K +90 +1%
7 8
9
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