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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 %
KCM
351
Kennicott Capital Management
California
– -$8.08M -264,871 Closed
OPS
352
Orion Portfolio Solutions
Nebraska
– -$4.83M -158,517 Closed
T
353
TRUADVICE
Florida
– -$3.64M -119,359 Closed
SHA
354
Seneca House Advisors
Virginia
– -$1.52M -49,996 Closed
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
– -$1.44M -47,348 Closed
CCM
356
Crabel Capital Management
California
– -$1.08M -35,473 Closed
LAI
357
Legal Advantage Investments
California
– -$917K -30,067 Closed
WMA
358
Wealth Management Associates
New Jersey
– -$884K -29,000 Closed
GA
359
GFS Advisors
Texas
– -$579K -18,980 Closed
PAS
360
Park Avenue Securities
New York
– -$576K -18,885 Closed
AWA
361
Arete Wealth Advisors
Illinois
– -$482K -15,797 Closed
EDRIA
362
Edmonds Duncan Registered Investment Advisors
Kansas
– -$362K -11,877 Closed
PHS
363
Pekin Hardy Strauss
Illinois
– -$360K -11,820 Closed
JWCA
364
J.W. Cole Advisors
Florida
– -$327K -10,731 Closed
APWA
365
Atlas Private Wealth Advisors
New Jersey
– -$232K -7,625 Closed
LAS
366
Lloyd Advisory Services
Georgia
– -$214K -7,029 Closed
HWM
367
Howard Wealth Management
Connecticut
– -$203K -6,665 Closed
MCC
368
Money Concepts Capital
Florida
– -$183K -5,988 Closed
WAM
369
Worth Asset Management
Texas
– -$100K -3,300 Closed
FFWM
370
Future Financial Wealth Management
Ohio
– -$73K -2,390 Closed
FAG
371
Fortitude Advisory Group
Washington
– -$54K -1,775 Closed
SCA
372
Sandy Cove Advisors
Massachusetts
– -$46K -1,514 Closed
CNBTD
373
Citizens National Bank Trust Department
Mississippi
– -$28K -908 Closed
RFWA
374
RPg Family Wealth Advisory
Massachusetts
– -$11.3K -370 Closed
BNP Paribas Financial Markets
375
BNP Paribas Financial Markets
France
– -$884 -29 Closed
12 13 14
15
16