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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

349 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.78%
New
44
Increased
134
Reduced
120
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$333M
2
Wells Fargo
Wells Fargo
California
$123M
3
TF
TIAA FSB
Florida
$32.5M
4
UIA
UBP Investment Advisors
Switzerland
$19.2M
5
KeyBank National Association
KeyBank National Association
Ohio
$81.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
TB
Terril Brothers
Missouri
$12.5M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
Cutler Investment Counsel
Oregon
$0
5
EH
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
276
Raymond James Trust
Florida
$200K – – –
CWA
277
Clearview Wealth Advisors
Oregon
$200K +$200K +6,645 New
AIP
278
Ameritas Investment Partners
Nebraska
$199K -$4.48K -149 -2%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$184K +$2.56K +85 +1%
JWA
280
JFS Wealth Advisors
Pennsylvania
$179K -$451 -15 -0.3%
NMG
281
New Millennium Group
Utah
$177K -$236K -7,842 -57%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$172K – – –
GI
283
GS Investments
Minnesota
$170K -$9.83K -325 -5%
CAGAS
284
Capital Advisory Group Advisory Services
Minnesota
$123K -$13.2K -432 -10%
RG
285
Retirement Group
California
$110K -$98.9K -3,282 -47%
HPC
286
HM Payson & Co
Maine
$110K +$49.9K +1,663 +83%
PA
287
Parallel Advisors
California
$109K +$56.9K +1,895 +109%
GRP
288
Global Retirement Partners
California
$103K +$60 +2 +0.1%
HNWAG
289
High Net Worth Advisory Group
Florida
$99K – – –
UCB
290
United Community Bank
South Carolina
$91.1K +$91.1K +3,025 New
RIM
291
Rockbridge Investment Management
New York
$91.1K -$143K -4,743 -61%
COCM
292
Charter Oak Capital Management
New Hampshire
$81K – – –
BFEC
293
Benjamin F. Edwards & Company
Missouri
$73K -$12.1K -400 -14%
ARMC
294
American Research & Management Company
Massachusetts
$69K – – –
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K +$120 +4 +0.2%
BHWM
296
Bay Harbor Wealth Management
Maryland
$63K +$3.82K +127 +6%
BCMLT
297
Beacon Capital Management LLC (Tennessee)
Tennessee
$57K – – –
FMP
298
Financial Management Professionals
Texas
$55K +$55K +1,842 New
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$14.1K +467 +36%
CWM
300
Castle Wealth Management
Florida
$49K +$49K +1,635 New
10 11
12
13 14