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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 %
GEA
276
Glen Eagle Advisors
New Jersey
$26.6K – – –
CAL
277
Capital Analysts LLC
Pennsylvania
$25K – – –
PFBT
278
Parkside Financial Bank & Trust
Missouri
$22K – – –
DI
279
Disciplined Investments
Oklahoma
$17K +$17K +543 New
DAC
280
Dividend Assets Capital
South Carolina
$15K – – –
BW
281
Bison Wealth
Georgia
$15K +$15K +480 New
TRCT
282
Tower Research Capital (TRC)
New York
$15K +$15K +500 New
CAC
283
Certified Advisory Corp
Florida
$14K +$93 +3 +0.7%
PA
284
Parallel Advisors
California
$12K -$172K -5,419 -93%
ClearBridge Investments
285
ClearBridge Investments
New York
$12K – – –
RFWA
286
RPg Family Wealth Advisory
Massachusetts
$11.4K – – –
PCG
287
Private Capital Group
Connecticut
$11K -$80.1K -2,802 -88%
AWM
288
AllSquare Wealth Management
New York
$10K – – –
LGWM
289
Litman Gregory Wealth Management
California
$9K +$9K +287 New
CFFP
290
Center for Financial Planning
Michigan
$9K +$9K +292 New
SL
291
Salomon & Ludwin
Virginia
$9K +$9K +301 New
IF
292
Ironwood Financial
Arizona
$8K – – –
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
CA
294
Centerpoint Advisors
Massachusetts
$7K – – –
GI
295
Gradient Investments
Minnesota
$3K – – –
PA
296
Procyon Advisors
Connecticut
$3K +$3K +100 New
EAM
297
Eukles Asset Management
Ohio
$2K -$1.97K -71 -50%
JFA
298
JNBA Financial Advisors
Minnesota
$2K – – –
HGWM
299
Harvest Group Wealth Management
Massachusetts
$1K -$49K -2,109 -98%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$1K -$3.05K -128 -75%
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