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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$112M +$5.22M +169,181 +5%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$98.5M +$52.9M +1,714,072 +116%
Wealthfront Advisers
3
Wealthfront Advisers
California
$92.9M +$8.68M +281,422 +10%
Morgan Stanley
4
Morgan Stanley
New York
$71.7M +$7.46M +241,970 +12%
LPL Financial
5
LPL Financial
California
$57.5M +$1.72M +55,715 +3%
Wells Fargo
6
Wells Fargo
California
$55.2M -$17.3M -559,495 -24%
Renaissance Technologies
7
Renaissance Technologies
New York
$50.2M -$808K -26,200 -2%
KeyBank National Association
8
KeyBank National Association
Ohio
$48.1M -$3.19M -103,258 -6%
Bank of America
9
Bank of America
North Carolina
$43.8M +$3.08M +99,682 +8%
NYLIM
10
New York Life Investment Management
New York
$41.4M -$4.76M -154,352 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30M -$4.43M -143,443 -13%
AssetMark Inc
12
AssetMark Inc
California
$27.9M +$2.35M +76,193 +9%
Citadel Advisors
13
Citadel Advisors
Florida
$27.7M +$24.2M +786,025 +708%
FWI
14
Facet Wealth Inc
Maryland
$27.2M +$436K +14,133 +2%
VA
15
Valmark Advisers
Ohio
$25.9M -$2.77M -89,753 -10%
TCM
16
Towercrest Capital Management
Pennsylvania
$25M +$10K +324 +0%
State Street
17
State Street
Massachusetts
$24.9M +$3.16M +102,399 +15%
UBS Group
18
UBS Group
Switzerland
$24.8M +$1.73M +56,086 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$23.4M +$9.29M +301,062 +66%
MWA
20
MFA Wealth Advisors
Pennsylvania
$22.7M -$1.41M -45,775 -6%
AWMG
21
Alliance Wealth Management Group
New Jersey
$22.6M +$515K +16,703 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$21.1M +$104K +3,381 +0.5%
CM
23
Cornerstone Management
Georgia
$19.4M -$381K -12,343 -2%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$19.3M +$722K +23,414 +4%
CMA
25
Cedar Mountain Advisors
Oregon
$18.8M +$903K +29,266 +5%
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