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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
Destination Wealth Management
California
$405K +$2.53K +82 +0.6%
CFS
202
Cannon Financial Strategists
Georgia
$404K – – –
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$404K -$237K -7,672 -37%
EH
204
Equitable Holdings
New York
$400K -$17.9K -581 -4%
MWM
205
Marion Wealth Management
Pennsylvania
$388K -$192K -6,235 -33%
SWM
206
Silverlake Wealth Management
Vermont
$381K +$524 +17 +0.1%
EFG
207
Ethos Financial Group
Pennsylvania
$378K +$117K +3,792 +45%
HNB
208
Huntington National Bank
Ohio
$376K -$376K – –
OWA
209
Octavia Wealth Advisors
Ohio
$369K +$29.9K +970 +9%
Comerica Bank
210
Comerica Bank
Texas
$369K +$14.9K +483 +4%
NA
211
NewEdge Advisors
Louisiana
$359K +$16.6K +537 +5%
SPFA
212
Summit Place Financial Advisors
New Jersey
$358K -$339K -11,000 -49%
SA
213
Sanctuary Advisors
Indiana
$354K +$354K +11,477 New
OWA
214
Outlook Wealth Advisors
Texas
$353K +$18.5K +12,944 +6%
VIP
215
Vantage Investment Partners
Missouri
$340K -$418K -13,574 -55%
MA
216
MCF Advisors
Kentucky
$339K +$2.65K +86 +0.8%
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$339K +$2.41K +78 +0.7%
Stifel Financial
218
Stifel Financial
Missouri
$339K +$4.07K +132 +1%
GWM
219
GSB Wealth Management
Connecticut
$333K – – –
AP
220
Adero Partners
California
$331K – – –
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$328K -$106K -3,444 -24%
WIA
222
World Investment Advisors
California
$319K +$67.8K +2,198 +27%
LCM
223
Lunt Capital Management
Utah
$316K +$20.2K +656 +7%
PTC
224
Private Trust Company
Ohio
$315K +$31.8K +1,032 +11%
BHA
225
Beech Hill Advisors
New York
$312K +$11.6K +375 +4%
7 8
9
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