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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.9M
3
LPL Financial
3
LPL Financial
California
$70.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
State Street
5
State Street
Massachusetts
$35.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.3M
3
MNA
3
Manning & Napier Advisors
New York
$0
4
FAG
4
Fortitude Advisory Group
Washington
$0
5
WCM
5
Wealthcare Capital Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$108M 3,491,966 -141,430 -4%
Wealthfront Advisers
2
Wealthfront Advisers
California
$105M 3,394,048 +382,941 +13%
Wells Fargo
3
Wells Fargo
California
$77.8M 2,520,818 +730,548 +41%
LPL Financial
4
LPL Financial
California
$70.6M 2,289,575 +427,056 +23%
Morgan Stanley
5
Morgan Stanley
New York
$60M 1,945,224 -378,820 -16%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$57M 1,847,727 -1,344,402 -42%
Renaissance Technologies
7
Renaissance Technologies
New York
$50.6M 1,641,200 +14,300 +0.9%
Bank of America
8
Bank of America
North Carolina
$49.7M 1,611,041 +191,791 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$46.9M 1,521,005 +549,115 +56%
NYLIM
10
New York Life Investment Management
New York
$46.3M 1,499,988 +157,285 +12%
KeyBank National Association
11
KeyBank National Association
Ohio
$39.4M 1,278,294 -280,228 -18%
State Street
12
State Street
Massachusetts
$35.4M 1,147,703 +340,797 +42%
FWI
13
Facet Wealth Inc
Maryland
$29M 942,699 +60,783 +7%
VA
14
Valmark Advisers
Ohio
$25.6M 830,638 -7,787 -0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$24.4M 791,048 +32,803 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$23.5M 762,171 +79,263 +12%
TCM
17
Towercrest Capital Management
Pennsylvania
$22.9M 742,345 -68,895 -8%
AWMG
18
Alliance Wealth Management Group
New Jersey
$21.9M 710,255 -22,052 -3%
CM
19
Cornerstone Management
Georgia
$20.6M 667,310 +39,312 +6%
AIM
20
Astor Investment Management
Illinois
$20M 647,929 +243,736 +60%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$19.9M 646,626 +21,500 +3%
UBS Group
22
UBS Group
Switzerland
$19.9M 643,881 -160,991 -20%
MWA
23
MFA Wealth Advisors
Pennsylvania
$19.3M 625,106 -110,604 -15%
AssetMark Inc
24
AssetMark Inc
California
$19.1M 619,579 -283,326 -31%
SIM
25
Stratos Investment Management
Ohio
$18.2M 588,459 +92,546 +19%
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