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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

261 hedge funds and large institutions have $1.67B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
5.28%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
23
Increased
88
Reduced
110
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$16.4M
2
IA
IndexIQ Advisors
New York
+$14.5M
3
SMM
Stadion Money Management
Georgia
+$12.6M
4
State Street
State Street
Massachusetts
+$11.8M
5
WCM
Windham Capital Management
Massachusetts
+$11.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$42.2M
2
Jane Street
Jane Street
New York
-$32.7M
3
UBS Group
UBS Group
Switzerland
-$19M
4
Ameriprise
Ameriprise
Minnesota
-$11.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
26
Alliance Wealth Management Group
New Jersey
$14.7M +$1.46M +47,637 +11%
RJA
27
Raymond James & Associates
Florida
$13.6M -$2.57M -83,981 -16%
APA
28
American Portfolios Advisors
New York
$13.2M +$15.7K +512 +0.1%
AP
29
Appleton Partners
Massachusetts
$13.1M +$3.33M +108,968 +34%
Osaic Holdings
30
Osaic Holdings
Arizona
$12.9M +$418K +13,666 +3%
SMM
31
Stadion Money Management
Georgia
$12.6M +$12.6M +412,212 New
CIA
32
Capital Investment Advisors
Georgia
$12.2M -$899K -29,412 -7%
WCM
33
Windham Capital Management
Massachusetts
$11.6M +$11.6M +380,540 New
RA
34
RFG Advisory
Alabama
$10.7M +$688K +22,483 +7%
TWA
35
Tillar-Wenstrup Advisors
Ohio
$10.6M +$37.6K +1,228 +0.4%
UIA
36
UBP Investment Advisors
Switzerland
$10.2M -$564K -18,450 -5%
CWM
37
Cabot Wealth Management
Massachusetts
$10.1M -$184K -6,019 -2%
MWC
38
MBM Wealth Consultants
Missouri
$10M +$796K +26,042 +9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$9.85M -$2.5M -81,761 -20%
DAS
40
Dynamic Advisor Solutions
Arizona
$9.46M +$1.7M +55,454 +22%
Truist Financial
41
Truist Financial
North Carolina
$9.29M -$134K -4,397 -1%
CIC
42
Cutler Investment Counsel
Oregon
$9.21M +$551K +18,028 +6%
RFA
43
Reilly Financial Advisors
California
$9.1M -$762K -24,920 -8%
SPIA
44
Steward Partners Investment Advisory
New York
$9.1M -$115K -3,748 -1%
TB
45
Terril Brothers
Missouri
$8.16M +$2.85M +93,130 +54%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$8.14M +$251K +8,201 +3%
PAG
47
Private Advisor Group
New Jersey
$8.09M -$264K -8,618 -3%
DCM
48
DeGreen Capital Management
Arizona
$8.06M +$1.23M +40,269 +18%
DIA
49
Dean Investment Associates
Ohio
$7.46M +$24K +786 +0.3%
LPL Financial
50
LPL Financial
California
$7.44M +$1.87M +61,232 +34%
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