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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

300 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+20
Holders Change %
+7.14%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
104
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TB
Terril Brothers
Missouri
$33.3M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
DJSG
D.J. St. Germain
Massachusetts
$12.7M
4
AF
Allworth Financial
California
$10.5M
5
KCM
Kennicott Capital Management
California
$10.4M

Top Sellers

1
AA
Alesco Advisors
New York
$30.5M
2
Jane Street
Jane Street
New York
$8.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SI
SimpliFi Inc
California
$8.65M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
276
Citigroup
New York
$22K -$11K -352 -33%
HWM
277
HighMark Wealth Management
Minnesota
$19K +$2.68K +88 +16%
NFG
278
Next Financial Group
Texas
$17K – – –
HCP
279
Hexagon Capital Partners
Arkansas
$17K – – –
RBC
280
Roble Belko & Company
Pennsylvania
$13K -$6.52K -217 -33%
RFWA
281
RPg Family Wealth Advisory
Massachusetts
$11.3K – – –
BW
282
Bison Wealth
Georgia
$9K -$6.43K -200 -42%
CFFP
283
Center for Financial Planning
Michigan
$9K – – –
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$9K +$9K +308 New
FGAM
285
Financial Gravity Asset Management
Texas
$8.69K +$8.04K +287 +1,248%
WWM
286
Wagner Wealth Management
South Carolina
$8K – – –
AWM
287
AllSquare Wealth Management
New York
$6K -$2.55K -85 -30%
C
288
Covestor
United Kingdom
$6K +$6K +202 New
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.25K -44 -20%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$4K -$5.59K -183 -58%
VFA
291
Values First Advisors
Tennessee
$4K +$4K +115 New
HNB
292
Huntington National Bank
Ohio
$3K – – –
GI
293
Gradient Investments
Minnesota
$3K – – –
GWM
294
Guardian Wealth Management
Illinois
$3K +$3K +100 New
CFCI
295
Comprehensive Financial Consultants Institutional
Indiana
$3K +$3K +110 New
FFC
296
Fure Financial Corporation
Minnesota
$2K +$2K +66 New
LFG
297
Larson Financial Group
Missouri
$1K – – –
HFS
298
Hantz Financial Services
Michigan
$1K +$1K +17 New
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +29 New
BWM
300
Baystate Wealth Management
Massachusetts
$1K +$1K +32 New
9 10 11
12
13