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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
251
Disciplined Investments
Oklahoma
$34K -$243 -8 -0.7%
PGAM
252
Princeton Global Asset Management
New Jersey
$33K – – –
EP
253
Eudaimonia Partners
Tennessee
$31K -$5.38K -175 -15%
CTC
254
Central Trust Company
Missouri
$31K – – –
SFA
255
Semmax Financial Advisors
North Carolina
$29K – – –
DAC
256
Dividend Assets Capital
South Carolina
$26K -$14.7K -482 -36%
IAIM
257
International Assets Investment Management
Florida
$25K +$25K +802 New
GEA
258
Glen Eagle Advisors
New Jersey
$22.5K -$612 -20 -3%
IHWM
259
Iron Horse Wealth Management
Iowa
$19K +$19K +624 New
HCP
260
Hexagon Capital Partners
Arkansas
$16K – – –
BW
261
Bison Wealth
Georgia
$15K – – –
M
262
MOTCO
Texas
$14K +$14K +472 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
HS
264
Horan Securities
United States
$12K +$12K +383 New
RFWA
265
RPg Family Wealth Advisory
Massachusetts
$11.3K – – –
AWM
266
AllSquare Wealth Management
New York
$10K – – –
LGWM
267
Litman Gregory Wealth Management
California
$9K – – –
CFFP
268
Center for Financial Planning
Michigan
$9K – – –
IF
269
Ironwood Financial
Arizona
$8K – – –
AF
270
Advisornet Financial
Minnesota
$7K -$845K -29,575 -99%
CMBA
271
C.M. Bidwell & Associates
Hawaii
$7K – – –
ACA
272
Aptus Capital Advisors
Alabama
$3K -$69.9K -2,704 -96%
GI
273
Gradient Investments
Minnesota
$3K – – –
JFA
274
JNBA Financial Advisors
Minnesota
$2K – – –
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +75 New
9 10
11
12 13