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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

300 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+20
Holders Change %
+7.14%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
104
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TB
Terril Brothers
Missouri
$33.3M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
DJSG
D.J. St. Germain
Massachusetts
$12.7M
4
AF
Allworth Financial
California
$10.5M
5
KCM
Kennicott Capital Management
California
$10.4M

Top Sellers

1
AA
Alesco Advisors
New York
$30.5M
2
Jane Street
Jane Street
New York
$8.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SI
SimpliFi Inc
California
$8.65M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$254K -$10.5K -345 -4%
CAN
227
Cetera Advisor Networks
California
$252K -$625K -20,443 -71%
FWM
228
Foresight Wealth Management
Utah
$252K -$22K -717 -8%
WIA
229
World Investment Advisors
California
$252K – – –
HFM
230
Hartford Financial Management
Connecticut
$246K +$1.62K +53 +0.7%
EWA
231
EP Wealth Advisors
California
$243K -$744K -24,375 -75%
RIM
232
Rockbridge Investment Management
New York
$238K +$31 +1 +0%
RJT
233
Raymond James Trust
Florida
$235K -$17.2K -563 -7%
SCA
234
Snowden Capital Advisors
New York
$230K +$230K +7,519 New
MFG
235
Merit Financial Group
Georgia
$228K -$74.1K -2,428 -25%
CF
236
Centaurus Financial
California
$226K -$57.4K -1,875 -20%
MSFS
237
Main Street Financial Solutions
Pennsylvania
$225K – – –
SB
238
Strategic Blueprint
Georgia
$225K +$225K +7,345 New
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$225K -$146K -4,760 -39%
GWM
240
Geneos Wealth Management
Colorado
$219K +$17.6K +577 +9%
PWMG
241
Prestige Wealth Management Group
New Jersey
$217K – – –
WA
242
Wambolt & Associates
Colorado
$204K – – –
AIP
243
Ameritas Investment Partners
Nebraska
$202K +$30 +1 +0%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$187K – – –
BFEC
245
Benjamin F. Edwards & Company
Missouri
$186K -$1.53K -50 -0.8%
JWA
246
JFS Wealth Advisors
Pennsylvania
$184K – – –
CIAS
247
Capital Investment Advisory Services
North Carolina
$181K +$12.7K +415 +8%
NSB
248
Norway Savings Bank
Maine
$164K -$19K -623 -10%
GRP
249
Global Retirement Partners
California
$104K +$122 +4 +0.1%
HNWAG
250
High Net Worth Advisory Group
Florida
$100K +$100K +3,278 New
8 9
10
11 12