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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$157M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
3
TF
TIAA FSB
Florida
$50.2M
4
AIM
Astor Investment Management
Illinois
$50.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43.6M
2
State Street
State Street
Massachusetts
$3.34M
3
OIM
Orca Investment Management
Oregon
$447K
4
Renaissance Technologies
Renaissance Technologies
New York
$4.15M
5
Bank of America
Bank of America
North Carolina
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
276
Ameritas Investment Partners
Nebraska
$191K -$8.95K -296 -4%
JWA
277
JFS Wealth Advisors
Pennsylvania
$181K +$516 +17 +0.3%
GI
278
GS Investments
Minnesota
$170K – – –
NMG
279
New Millennium Group
Utah
$165K -$13.6K -447 -8%
PTC
280
Private Trust Company
Ohio
$137K +$97K +3,210 +242%
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$115K +$106K +3,489 +1,133%
GRP
282
Global Retirement Partners
California
$104K +$815 +27 +0.8%
HNWAG
283
High Net Worth Advisory Group
Florida
$99K – – –
UCB
284
United Community Bank
South Carolina
$91.7K – – –
CT
285
Coastline Trust
Rhode Island
$86K -$346K -11,469 -80%
AA
286
AlphaCentric Advisors
Puerto Rico
$86K +$86K +2,848 New
PA
287
Parallel Advisors
California
$81K -$29.4K -966 -27%
SWM
288
Spire Wealth Management
Virginia
$77K -$2.03M -66,879 -96%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$73K – – –
ARMC
290
American Research & Management Company
Massachusetts
$70K – – –
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$362 +12 +0.5%
OPW
292
Oxler Private Wealth
New York
$67K +$67K +700 New
HPC
293
HM Payson & Co
Maine
$66K -$45.8K -1,500 -41%
APC
294
Aspire Private Capital
North Carolina
$62K +$20.6K +677 +50%
BCMLT
295
Beacon Capital Management LLC (Tennessee)
Tennessee
$58K +$1.43K +47 +3%
CWM
296
Castle Wealth Management
Florida
$50K – – –
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$48K – – –
GFPC
298
Global Financial Private Client
Florida
$43.4K – – –
CFGS
299
Concourse Financial Group Securities
Alabama
$42K – – –
RG
300
Retirement Group
California
$39K -$72.1K -2,369 -65%
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12
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