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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$95.8M -$89.3M -3,217,943 -48%
Wells Fargo
2
Wells Fargo
California
$88.5M -$2.51M -81,658 -3%
Morgan Stanley
3
Morgan Stanley
New York
$78.1M +$376K +12,242 +0.5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$73M +$20.1M +654,800 +38%
KeyBank National Association
5
KeyBank National Association
Ohio
$68.5M -$1.84M -59,772 -3%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$65.2M +$65.2M +2,123,567 New
VA
7
Valmark Advisers
Ohio
$61.4M +$349K +11,353 +0.6%
NYLIM
8
New York Life Investment Management
New York
$54.9M -$1.22M -39,875 -2%
LPL Financial
9
LPL Financial
California
$50.1M +$5.18M +168,763 +12%
Bank of America
10
Bank of America
North Carolina
$46.3M -$799K -26,015 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$36.8M -$13.2M -430,900 -26%
Renaissance Technologies
12
Renaissance Technologies
New York
$34.5M +$3.54M +115,100 +11%
UBS Group
13
UBS Group
Switzerland
$32.7M -$1.97M -64,011 -6%
MWA
14
MFA Wealth Advisors
Pennsylvania
$32.2M +$1.21M +39,293 +4%
AssetMark Inc
15
AssetMark Inc
California
$32M -$1.08M -35,084 -3%
AIM
16
Astor Investment Management
Illinois
$30M -$2.37M -77,071 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$27.2M +$7.02M +228,441 +35%
TCM
18
Towercrest Capital Management
Pennsylvania
$25.3M -$661K -21,506 -3%
HighTower Advisors
19
HighTower Advisors
Illinois
$22.5M +$4.27M +138,966 +23%
DF
20
Donoghue Forlines
Massachusetts
$21M +$21M +683,261 New
CM
21
Cornerstone Management
Georgia
$18.1M -$411K -13,386 -2%
CMA
22
Cedar Mountain Advisors
Oregon
$17.4M +$86.5K +2,817 +0.5%
SIM
23
Stratos Investment Management
Ohio
$16.6M +$962K +31,324 +6%
AWM
24
AE Wealth Management
Kansas
$15.4M -$4.56M -148,281 -23%
OPAM
25
Ocean Park Asset Management
California
$15.3M +$15.3M +498,100 New
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