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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Cribstone Capital Management
Maine
$118K -$167K -5,447 -59%
NFG
252
Next Financial Group
Texas
$107K +$11.7K +382 +12%
Deutsche Bank
253
Deutsche Bank
Germany
$106K +$106K +3,480 New
GFPC
254
Global Financial Private Client
Florida
$105K +$105K +3,424 New
CIAS
255
Capital Investment Advisory Services
North Carolina
$92K +$87.5K +2,854 +1,955%
Citigroup
256
Citigroup
New York
$88K -$3.77K -123 -4%
CHA
257
Carmichael Hill & Associates
Maryland
$83K +$83K +2,701 New
PCFFS
258
Pacific Center for Financial Services
California
$80K -$67.3K -2,195 -46%
MWP
259
MYCIO Wealth Partners
Pennsylvania
$80K – – –
ARMC
260
American Research & Management Company
Massachusetts
$80K – – –
CAAS
261
Capital Asset Advisory Services
Michigan
$77K +$77K +2,487 New
ACA
262
Aptus Capital Advisors
Alabama
$54K +$32.5K +1,062 +151%
GSC
263
G&S Capital
Colorado
$53K -$22.7K -750 -30%
AC
264
AlphaCore Capital
California
$47K +$47K +1,531 New
CTC
265
Central Trust Company
Missouri
$45K +$45K +1,455 New
BWM
266
Baystate Wealth Management
Massachusetts
$43K +$43K +1,390 New
AIC
267
Archer Investment Corporation
Indiana
$39K +$39K +1,276 New
FCM
268
Firestone Capital Management
Florida
$38K +$38K +1,245 New
EP
269
Eudaimonia Partners
Tennessee
$35K +$35K +1,124 New
TCWM
270
Total Clarity Wealth Management
Illinois
$34K +$34K +1,102 New
SFA
271
Semmax Financial Advisors
North Carolina
$33K -$6.15K -200 -16%
CFB
272
Cullen/Frost Bankers
Texas
$33K +$33K +1,073 New
FGAM
273
Financial Gravity Asset Management
Texas
$31K -$117K -6,661 -79%
AA
274
AlphaMark Advisors
Kentucky
$31K – – –
HWM
275
Howard Wealth Management
Connecticut
$29K +$29K +958 New
9 10
11
12 13