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SPDR Bloomberg Investment Grade Floating Rate ETF

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$101M 3,291,884 -161,872 -5%
Morgan Stanley
2
Morgan Stanley
New York
$96.6M 3,156,320 +612,994 +24%
Wells Fargo
3
Wells Fargo
California
$81.4M 2,662,510 -218,733 -8%
Wealthfront Advisers
4
Wealthfront Advisers
California
$68.4M 2,235,417 -142,160 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$59.8M 1,955,200 +832,600 +74%
KeyBank National Association
6
KeyBank National Association
Ohio
$59.1M 1,932,859 -295,565 -13%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$55.9M 1,826,927 -296,640 -14%
VA
8
Valmark Advisers
Ohio
$55.6M 1,816,158 -182,652 -9%
Jane Street
9
Jane Street
New York
$54.6M 1,783,497 +1,341,841 +304%
LPL Financial
10
LPL Financial
California
$53.2M 1,739,303 +107,338 +7%
NYLIM
11
New York Life Investment Management
New York
$52.1M 1,703,450 -84,154 -5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$41.3M 1,351,357 +1,313,269 +3,448%
Bank of America
13
Bank of America
North Carolina
$39M 1,275,340 -232,751 -15%
MWA
14
MFA Wealth Advisors
Pennsylvania
$32.5M 1,062,551 +14,007 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$32M 1,045,009 -152,143 -13%
UBS Group
16
UBS Group
Switzerland
$29.3M 956,268 -109,289 -10%
AssetMark Inc
17
AssetMark Inc
California
$26.5M 867,478 -175,353 -17%
AIM
18
Astor Investment Management
Illinois
$24.3M 794,040 -183,950 -19%
TCM
19
Towercrest Capital Management
Pennsylvania
$24M 784,802 -40,071 -5%
TCM
20
Tradewinds Capital Management
Washington
$23M 753,469 +675,757 +870%
DF
21
Donoghue Forlines
Massachusetts
$22.2M 727,088 +43,827 +6%
FWI
22
Facet Wealth Inc
Maryland
$22.1M 721,802 +239,578 +50%
HighTower Advisors
23
HighTower Advisors
Illinois
$21.9M 716,888 -16,868 -2%
AWMG
24
Alliance Wealth Management Group
New Jersey
$21.1M 690,616 +690,616 New
CM
25
Cornerstone Management
Georgia
$18.1M 592,475 +3,645 +0.6%