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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.8M
3
TF
TIAA FSB
Florida
+$17.5M
4
AIM
Astor Investment Management
Illinois
+$15.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$22M
2
State Street
State Street
Massachusetts
-$18.6M
3
OIM
Orca Investment Management
Oregon
-$10.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10M
5
Bank of America
Bank of America
North Carolina
-$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
226
KMG Fiduciary Partners
Ohio
$414K -$50.5K -1,666 -11%
CF
227
Centaurus Financial
California
$404K -$27.6K -912 -6%
HNB
228
Huntington National Bank
Ohio
$398K – – –
AWA
229
Arete Wealth Advisors
Illinois
$396K +$396K +13,056 New
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$392K -$319K -10,528 -45%
Deutsche Bank
231
Deutsche Bank
Germany
$390K +$67K +2,210 +21%
EWA
232
Evolution Wealth Advisors
Florida
$388K – – –
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$387K -$84.2K -2,778 -18%
OWA
234
Octavia Wealth Advisors
Ohio
$384K – – –
HFS
235
Horizon Financial Services
North Carolina
$383K -$77.5K -2,554 -17%
IA
236
IFP Advisors
Florida
$379K -$4.17K -135 -1%
MA
237
Mutual Advisors
Nebraska
$367K – – –
EIA
238
Eldridge Investment Advisors
New Hampshire
$364K -$17.5K -576 -5%
SWM
239
Silverlake Wealth Management
Vermont
$363K +$364 +12 +0.1%
PA
240
Procyon Advisors
Connecticut
$360K -$240K -7,927 -40%
OMC
241
Old Mission Capital
Illinois
$359K -$145K -4,792 -29%
TA
242
TruWealth Advisors
Louisiana
$357K -$21.3K -704 -6%
TWP
243
Tempus Wealth Planning
California
$354K +$354K +11,684 New
HDIM
244
Hanson & Doremus Investment Management
Vermont
$349K -$30K -988 -8%
FA
245
Flagstar Advisors
New York
$346K +$1.85K +61 +0.5%
SPC
246
Sigma Planning Corp
Michigan
$344K -$9.96K -329 -3%
CIAS
247
Capital Investment Advisory Services
North Carolina
$332K – – –
US Bancorp
248
US Bancorp
Minnesota
$315K – – –
MG
249
Mather Group
Illinois
$296K +$50.2K +1,660 +20%
MIM
250
MTM Investment Management
South Carolina
$293K +$28.7K +947 +11%
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