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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$107M +$5.31M +172,331 +5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$84.2M +$15.2M +494,268 +22%
Wells Fargo
3
Wells Fargo
California
$72.4M -$9.64M -312,745 -12%
Morgan Stanley
4
Morgan Stanley
New York
$64.2M -$33.1M -1,074,246 -34%
LPL Financial
5
LPL Financial
California
$55.7M +$2.08M +67,501 +4%
KeyBank National Association
6
KeyBank National Association
Ohio
$51.2M -$8.36M -271,079 -14%
Renaissance Technologies
7
Renaissance Technologies
New York
$51M -$9.31M -302,100 -15%
NYLIM
8
New York Life Investment Management
New York
$46.2M -$6.36M -206,395 -12%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$45.6M -$10.8M -348,870 -19%
Bank of America
10
Bank of America
North Carolina
$40.7M +$1.36M +44,228 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$34.4M +$2.17M +70,324 +7%
VA
12
Valmark Advisers
Ohio
$28.6M -$27.4M -887,980 -49%
FWI
13
Facet Wealth Inc
Maryland
$26.7M +$4.49M +145,981 +20%
AssetMark Inc
14
AssetMark Inc
California
$25.5M -$1.26M -40,766 -5%
TCM
15
Towercrest Capital Management
Pennsylvania
$25M +$805K +26,114 +3%
MWA
16
MFA Wealth Advisors
Pennsylvania
$24.1M -$8.67M -281,066 -26%
AIM
17
Astor Investment Management
Illinois
$23.6M -$845K -27,414 -3%
UBS Group
18
UBS Group
Switzerland
$23.1M -$6.4M -207,482 -22%
AWMG
19
Alliance Wealth Management Group
New Jersey
$22.1M +$770K +24,988 +4%
State Street
20
State Street
Massachusetts
$21.7M +$6.41M +207,950 +42%
HighTower Advisors
21
HighTower Advisors
Illinois
$21M -$1.15M -37,361 -5%
CM
22
Cornerstone Management
Georgia
$19.7M +$1.48M +47,866 +8%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$18.6M +$419K +13,600 +2%
CMA
24
Cedar Mountain Advisors
Oregon
$17.9M +$452K +14,647 +3%
WMG
25
WESCAP Management Group
California
$16.8M +$780K +25,300 +5%
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