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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 %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CCM
277
Cribstone Capital Management
Maine
$1K – – –
LFG
278
Larson Financial Group
Missouri
$1K – – –
FGAM
279
Financial Gravity Asset Management
Texas
$1K +$1K +28 New
SIAG
280
Safeguard Investment Advisory Group
California
$1K +$1K +59 New
MCM
281
Model Capital Management
Massachusetts
– -$78.9M -2,580,461 Closed
SMM
282
Stadion Money Management
Georgia
– -$12.6M -412,212 Closed
CAG
283
Csenge Advisory Group
Florida
– -$4.79M -156,802 Closed
AMH
284
Apollo Management Holdings
New York
– -$4.59M -150,000 Closed
FWIA
285
Fort Washington Investment Advisors
Ohio
– -$3.06M -100,000 Closed
Renaissance Technologies
286
Renaissance Technologies
New York
– -$2.18M -71,200 Closed
FNC
287
First National Corp
Massachusetts
– -$4.27M -51,914 Closed
SSWM
288
Sheets Smith Wealth Management
North Carolina
– -$741K -24,223 Closed
PAS
289
Park Avenue Securities
New York
– -$592K -19,346 Closed
SPI
290
Santori & Peters Inc
Pennsylvania
– -$457K -14,948 Closed
ACP
291
Aveo Capital Partners
Colorado
– -$388K -12,688 Closed
W
292
WealthOne
New York
– -$306K -10,000 Closed
CNC
293
Canandaigua National Corp
New York
– -$265K -8,660 Closed
SWP
294
Strategic Wealth Partners
Ohio
– -$241K -7,890 Closed
CW
295
CreativeOne Wealth
Kansas
– -$205K -6,721 Closed
MWM
296
McNaughton Wealth Management
California
– -$203K -6,654 Closed
FHA
297
Flagship Harbor Advisors
Massachusetts
– -$76K -2,517 Closed
CB
298
CNB Bank
Pennsylvania
– -$71K -2,331 Closed
TF
299
TimeScale Financial
Massachusetts
– -$24K -800 Closed
FPB
300
First PREMIER Bank
South Dakota
– -$14K -470 Closed
9 10 11
12
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