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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-5
Holders Change %
-1.75%
% of All Funds
4.92%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
23
Increased
110
Reduced
90
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$17.2M
2
OPS
Orion Portfolio Solutions
Nebraska
$10.5M
3
CI
Ceera Investments
Texas
$10.4M
4
WWM
WJ Wealth Management
Arizona
$11.6M
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
$18.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$2.89M
2
MA
MCF Advisors
Kentucky
$2.64M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
PAG
Private Advisor Group
New Jersey
$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
251
Heritage Wealth Management (Arizona)
Arizona
$37K -$36.3K -1,178 -50%
FCA
252
FinTrust Capital Advisors
South Carolina
$33K – – –
PGAM
253
Princeton Global Asset Management
New Jersey
$33K – – –
Citigroup
254
Citigroup
New York
$32K -$30.2K -999 -49%
DI
255
Disciplined Investments
Oklahoma
$32K +$92 +3 +0.3%
CTC
256
Central Trust Company
Missouri
$31K – – –
FGAM
257
Financial Gravity Asset Management
Texas
$31K – – –
SFA
258
Semmax Financial Advisors
North Carolina
$27K – – –
TCWM
259
Total Clarity Wealth Management
Illinois
$27K +$27K +878 New
GEA
260
Glen Eagle Advisors
New Jersey
$22.5K – – –
RBC
261
Roble Belko & Company
Pennsylvania
$20K -$369K -11,980 -95%
MAM
262
Meeder Asset Management
Ohio
$19K +$19K +618 New
NFG
263
Next Financial Group
Texas
$17K – – –
HCP
264
Hexagon Capital Partners
Arkansas
$17K – – –
HWM
265
HighMark Wealth Management
Minnesota
$16K +$4.25K +142 +36%
BW
266
Bison Wealth
Georgia
$15K – – –
SIM
267
Sonora Investment Management
Arizona
$15K +$15K +480 New
RFWA
268
RPg Family Wealth Advisory
Massachusetts
$11.3K – – –
Fidelity Investments
269
Fidelity Investments
Massachusetts
$10K -$7.9K -248 -44%
IHWM
270
Iron Horse Wealth Management
Iowa
$10K -$387 -12 -4%
AWM
271
AllSquare Wealth Management
New York
$9K -$1.58K -50 -15%
CFFP
272
Center for Financial Planning
Michigan
$9K – – –
AF
273
Advisornet Financial
Minnesota
$8K – – –
WWM
274
Wagner Wealth Management
South Carolina
$8K – – –
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$60.8K -1,912 -90%
9 10
11
12 13