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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PGAM
302
Princeton Global Asset Management
New Jersey
$104 +$1 +18 +0.5%
LS
303
Leelyn Smith
Illinois
$25 +$25 +805 New
Citadel Advisors
304
Citadel Advisors
Florida
– -$27.8M -904,707 Closed
TWA
305
Tillar-Wenstrup Advisors
Ohio
– -$16.4M -534,403 Closed
CM
306
Columbus Macro
Pennsylvania
– -$7.51M -244,178 Closed
ACM
307
Advisors Capital Management
New Jersey
– -$3.77M -122,707 Closed
AP
308
Advisors Preferred
Maryland
– -$3M -97,450 Closed
BCM
309
Bluefin Capital Management
New York
– -$2.3M -74,623 Closed
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
– -$1.89M -61,491 Closed
FNC
311
First National Corp
Massachusetts
– -$1.37M -44,390 Closed
LWAC
312
Laurel Wealth Advisors (California)
California
– -$997K -32,416 Closed
CHP
313
Cable Hill Partners
Oregon
– -$710K -23,072 Closed
PAG
314
Pinnacle Advisory Group
Maryland
– -$564K -18,348 Closed
Stifel Financial
315
Stifel Financial
Missouri
– -$518K -16,862 Closed
AWMS
316
Advocacy Wealth Management Services
Georgia
– -$512K -16,641 Closed
NEIRG
317
New England Investment & Retirement Group
Massachusetts
– -$499K -16,238 Closed
QCM
318
Quest Capital Management
Texas
– -$444K -14,447 Closed
MCP
319
Mirador Capital Partners
California
– -$439K -14,282 Closed
BAM
320
Berkshire Asset Management
Pennsylvania
– -$404K -13,141 Closed
SEIA
321
Signature Estate & Investment Advisors
California
– -$402K -13,074 Closed
HIS
322
Harvest Investment Services
Illinois
– -$372K -12,153 Closed
FA
323
FDx Advisors
Illinois
– -$349K -11,336 Closed
CAN
324
Cetera Advisor Networks
California
– -$316K -10,301 Closed
IIC
325
Ironwood Investment Counsel
Arizona
– -$275K -8,965 Closed
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13
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