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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
276
GeoWealth Management
Illinois
– -$2.93M -95,737 Closed
CWA
277
Centennial Wealth Advisory
Michigan
– -$2.54M -82,912 Closed
OWA
278
Outlook Wealth Advisors
Texas
– -$1.4M -45,844 Closed
AI
279
Atria Investments
North Carolina
– -$1.31M -42,859 Closed
ECA
280
Elevated Capital Advisors
Utah
– -$850K -27,791 Closed
MHS
281
M Holdings Securities
Oregon
– -$318K -10,382 Closed
CFAM
282
Center For Asset Management
Florida
– -$314K -10,251 Closed
LAS
283
Lloyd Advisory Services
Georgia
– -$287K -9,384 Closed
ASN
284
Advisory Services Network
Georgia
– -$287K -9,378 Closed
UCFA
285
United Capital Financial Advisors
Texas
– -$274K -8,956 Closed
BHWM
286
Bay Harbor Wealth Management
Maryland
– -$266K -8,694 Closed
MFW
287
Mosaic Family Wealth
Missouri
– -$253K -8,259 Closed
IP
288
Intellectus Partners
California
– -$230K -7,505 Closed
VBFP
289
Valtinson Bruner Financial Planning
Minnesota
– -$222K -7,264 Closed
NL
290
NWAM LLC
Washington
– -$214K -7,005 Closed
LWP
291
Legacy Wealth Partners
California
– -$209K -6,820 Closed
CGFA
292
Colton Groome Financial Advisors
North Carolina
– -$209K -6,819 Closed
FCH
293
Freestone Capital Holdings
Washington
– -$127K -4,167 Closed
PCA
294
Providence Capital Advisors
North Carolina
– -$74K -2,411 Closed
ARMC
295
American Research & Management Company
Massachusetts
– -$70K -2,300 Closed
SIM
296
Sonora Investment Management
Arizona
– -$48K -1,553 Closed
PWM
297
Perigon Wealth Management
California
– -$36K -1,188 Closed
HS
298
Horan Securities
United States
– -$12K -383 Closed
SIAG
299
Safeguard Investment Advisory Group
California
– -$1K -59 Closed
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