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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M
2
Raymond James Financial
2
Raymond James Financial
Florida
$15.6M
3
CFMC
3
Curbstone Financial Management Corp
New Hampshire
$32.8M
4
AF
4
Allworth Financial
California
$11.6M
5
AFM
5
Aspetuck Financial Management
Connecticut
$9.21M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
3
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$155M 5,030,086 +1,636,038 +48%
Ameriprise
2
Ameriprise
Minnesota
$111M 3,604,662 +112,696 +3%
Morgan Stanley
3
Morgan Stanley
New York
$63.7M 2,074,352 +129,128 +7%
LPL Financial
4
LPL Financial
California
$55.4M 1,801,505 -488,070 -21%
Bank of America
5
Bank of America
North Carolina
$51.2M 1,666,960 +55,919 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$49.6M 1,613,100 -28,100 -2%
NYLIM
7
New York Life Investment Management
New York
$49.5M 1,611,735 +111,747 +7%
Wells Fargo
8
Wells Fargo
California
$34.8M 1,133,686 -1,387,132 -55%
KeyBank National Association
9
KeyBank National Association
Ohio
$34.2M 1,114,389 -163,905 -13%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$32.8M 1,067,316 +420,690 +65%
State Street
11
State Street
Massachusetts
$31.2M 1,014,972 -132,731 -12%
FWI
12
Facet Wealth Inc
Maryland
$30.6M 993,464 +50,765 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.4M 925,767 -595,238 -39%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$26.4M 860,703 -987,024 -53%
VA
15
Valmark Advisers
Ohio
$26.3M 855,501 +24,863 +3%
SIM
16
Stratos Investment Management
Ohio
$25.2M 819,769 +231,310 +39%
CM
17
Cornerstone Management
Georgia
$23.2M 754,541 +87,231 +13%
TCM
18
Towercrest Capital Management
Pennsylvania
$23M 748,100 +5,755 +0.8%
AWMG
19
Alliance Wealth Management Group
New Jersey
$22.1M 718,839 +8,584 +1%
AA
20
Advisory Alpha
Michigan
$21.2M 689,091 +228,061 +49%
MWA
21
MFA Wealth Advisors
Pennsylvania
$21M 683,921 +58,815 +9%
UBS Group
22
UBS Group
Switzerland
$19.5M 635,132 -8,749 -1%
WMG
23
WESCAP Management Group
California
$17.9M 581,386 -5,220 -0.9%
PFT
24
Providence First Trust
Arizona
$15.8M 515,318 +117,030 +29%
Raymond James Financial
25
Raymond James Financial
Florida
$15.6M 508,161 +508,161 New
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