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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
276
Raymond James Trust
Florida
$203K -$31.6K -1,037 -13%
HWM
277
Howard Wealth Management
Connecticut
$203K +$203K +6,665 New
CWA
278
Capital Wealth Alliance
Arizona
$201K +$201K +6,621 New
BW
279
Bison Wealth
Georgia
$185K +$176K +5,784 +2,066%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$184K -$2.16K -71 -1%
MCC
281
Money Concepts Capital
Florida
$183K +$183K +5,988 New
JWA
282
JFS Wealth Advisors
Pennsylvania
$182K -$1.22K -40 -0.7%
GI
283
GS Investments
Minnesota
$181K -$76.1K -2,500 -30%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$174K +$174K +5,700 New
CAGAS
285
Capital Advisory Group Advisory Services
Minnesota
$136K +$136K +4,461 New
GRP
286
Global Retirement Partners
California
$104K +$183 +6 +0.2%
HNWAG
287
High Net Worth Advisory Group
Florida
$100K – – –
WAM
288
Worth Asset Management
Texas
$100K +$100K +3,300 New
CTC
289
Central Trust Company
Missouri
$91K +$91K +3,000 New
BFEC
290
Benjamin F. Edwards & Company
Missouri
$86K -$99.1K -3,250 -54%
COCM
291
Charter Oak Capital Management
New Hampshire
$82K – – –
CFGS
292
Concourse Financial Group Securities
Alabama
$76K -$1.4M -46,141 -95%
FFWM
293
Future Financial Wealth Management
Ohio
$73K – – –
ARMC
294
American Research & Management Company
Massachusetts
$70K +$70K +2,300 New
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$30 +1 +0%
CHA
296
Carmichael Hill & Associates
Maryland
$61K – – –
HPC
297
HM Payson & Co
Maine
$61K +$61K +2,000 New
BHWM
298
Bay Harbor Wealth Management
Maryland
$60K +$60K +1,967 New
FNBOSM
299
First National Bank of South Miami
Florida
$57K -$456 -15 -0.8%
BCMLT
300
Beacon Capital Management LLC (Tennessee)
Tennessee
$57K +$57K +1,863 New
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