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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
201
TrueMark Investments
Illinois
$359K +$80.5K +2,611 +29%
SPFA
202
Summit Place Financial Advisors
New Jersey
$358K – – –
Comerica Bank
203
Comerica Bank
Texas
$355K -$13.8K -447 -4%
EH
204
Equitable Holdings
New York
$353K -$46.4K -1,505 -12%
BAM
205
Belpointe Asset Management
Nevada
$353K -$387K -12,533 -52%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$345K +$16.4K +531 +5%
MA
207
MCF Advisors
Kentucky
$342K +$2.68K +87 +0.8%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$342K +$2.47K +80 +0.7%
VIP
209
Vantage Investment Partners
Missouri
$340K – – –
P
210
&Partners
Tennessee
$325K +$111K +3,613 +52%
LCM
211
Lunt Capital Management
Utah
$319K +$2.47K +80 +0.8%
TSS
212
Two Sigma Securities
New York
$314K -$309K -10,011 -50%
BHA
213
Beech Hill Advisors
New York
$309K -$3.39K -110 -1%
CCG
214
Chatham Capital Group
Georgia
$309K – – –
FW
215
FullCircle Wealth
Texas
$308K – – –
NEPWA
216
New England Private Wealth Advisors
Massachusetts
$298K +$4.41K +143 +2%
BFG
217
Bleakley Financial Group
New Jersey
$291K +$291K +9,418 New
LMKC
218
L.M. Kohn & Company
Ohio
$287K -$20.9K -677 -7%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$285K -$119K -3,857 -29%
CCG
220
Ceeto Capital Group
Florida
$278K – – –
KOC
221
Koss-Olinger Consulting
Florida
$267K – – –
FAIM
222
Financial Advocates Investment Management
Washington
$265K +$265K +8,585 New
NGA
223
Naples Global Advisors
Florida
$257K – – –
CPRC
224
Consolidated Portfolio Review Corp
New York
$256K -$1.02K -33 -0.4%
AFG
225
Atomi Financial Group
New York
$253K +$253K +8,217 New
7 8
9
10 11