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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 $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$52.9M
2
NYLIM
2
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
3
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$30.9M
5
TF
5
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Ameriprise
2
Ameriprise
Minnesota
$207M
3
CCA
3
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
5
UBS Group
Switzerland
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$207M 6,671,699 -3,678,633 -36%
Wells Fargo
2
Wells Fargo
California
$90.9M 2,962,901 -167,149 -5%
Morgan Stanley
3
Morgan Stanley
New York
$77.7M 2,531,084 -198,642 -7%
APP
4
Avantax Planning Partners
Iowa
$73.8M 2,405,136 -61,994 -3%
KeyBank National Association
5
KeyBank National Association
Ohio
$70.2M 2,288,196 -162,434 -7%
VA
6
Valmark Advisers
Ohio
$61M 1,987,457 +42,013 +2%
NYLIM
7
New York Life Investment Management
New York
$56.1M 1,827,479 +1,467,133 +407%
Wealthfront Advisers
8
Wealthfront Advisers
California
$52.9M 1,722,777 +1,722,777 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$50M 1,628,052 -232,759 -13%
Bank of America
10
Bank of America
North Carolina
$47.1M 1,534,106 -275,083 -15%
TF
11
TIAA FSB
Florida
$46.5M 1,514,522 +443,669 +41%
LPL Financial
12
LPL Financial
California
$44.9M 1,463,202 +17,021 +1%
UBS Group
13
UBS Group
Switzerland
$34.7M 1,129,568 -482,319 -30%
CW
14
Connectus Wealth
Ohio
$33.3M 157,527 +15,733 +11%
AssetMark Inc
15
AssetMark Inc
California
$33.1M 1,077,915 +951,377 +752%
AIM
16
Astor Investment Management
Illinois
$32.4M 1,055,061 -53,060 -5%
MWA
17
MFA Wealth Advisors
Pennsylvania
$31M 1,009,251 +18,029 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$30.9M 1,007,500 +612,900 +155%
TCM
19
Towercrest Capital Management
Pennsylvania
$26M 846,379 +23,097 +3%
AWMG
20
Alliance Wealth Management Group
New Jersey
$21.2M 689,805 +19,564 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$20.2M 657,100 -349,035 -35%
AWM
22
AE Wealth Management
Kansas
$19.9M 648,493 -33,346 -5%
CM
23
Cornerstone Management
Georgia
$18.5M 602,216 +241,729 +67%
Jane Street
24
Jane Street
New York
$18.3M 596,790 -11,424,507 -95%
HighTower Advisors
25
HighTower Advisors
Illinois
$18.2M 594,790 -30,505 -5%
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