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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 %
FAG
301
Fortitude Advisory Group
Washington
$54K +$54K +1,775 New
PA
302
Parallel Advisors
California
$53K -$581 -19 -1%
VRM
303
Vectors Research Management
New York
$50K – – –
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$49K -$29.7K -974 -38%
SCA
305
Sandy Cove Advisors
Massachusetts
$46K +$30 +1 +0.1%
ACA
306
Aptus Capital Advisors
Alabama
$45K – – –
GFPC
307
Global Financial Private Client
Florida
$43.8K – – –
MHR
308
Matthew Hamilton Rosenberg
$40K – – –
AIC
309
Archer Investment Corporation
Indiana
$39.7K +$762 +25 +2%
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$39K -$9.78K -322 -20%
TFP
311
Tilia Fiduciary Partners
North Carolina
$34K – – –
PGAM
312
Princeton Global Asset Management
New Jersey
$33K – – –
Citigroup
313
Citigroup
New York
$33K +$11.3K +365 +52%
DI
314
Disciplined Investments
Oklahoma
$30K -$1.67K -55 -5%
CNBTD
315
Citizens National Bank Trust Department
Mississippi
$28K -$61.7K -2,000 -69%
SFA
316
Semmax Financial Advisors
North Carolina
$26K – – –
APC
317
Aspire Private Capital
North Carolina
$26K +$26K +849 New
HWM
318
HighMark Wealth Management
Minnesota
$21K +$1.59K +51 +8%
HWMA
319
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +700 New
HCP
320
Hexagon Capital Partners
Arkansas
$16K – – –
HBW
321
Hazlett, Burt & Watson
West Virginia
$15K +$15K +485 New
RFWA
322
RPg Family Wealth Advisory
Massachusetts
$11.3K – – –
BWP
323
Baldwin Wealth Partners
Massachusetts
$11K +$11K +350 New
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$9K – – –
CFFP
325
Center for Financial Planning
Michigan
$9K – – –
11 12
13
14 15