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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

280 hedge funds and large institutions have $1.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-5
Holders Change %
-1.75%
% of All Funds
4.92%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
23
Increased
110
Reduced
90
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$17.2M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.5M
3
CI
3
Ceera Investments
Texas
$10.4M
4
WWM
4
WJ Wealth Management
Arizona
$11.6M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$18.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$2.89M
2
MA
2
MCF Advisors
Kentucky
$2.64M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Refined Wealth Management
Utah
$13.2M +$238K +7,772 +2%
AP
27
Appleton Partners
Massachusetts
$13M -$3.91M -127,614 -23%
COF
28
Capital One Financial
Virginia
$12.4M -$6.55M -213,550 -35%
Truist Financial
29
Truist Financial
North Carolina
$12M +$2.47M +80,484 +26%
DAS
30
Dynamic Advisor Solutions
Arizona
$12M +$824K +26,870 +7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$11.6M +$3.05M +99,573 +36%
WWM
32
WJ Wealth Management
Arizona
$11.6M +$9.61M +313,569 +490%
CL
33
COWA LLC
Oklahoma
$11.4M +$33.6K +1,066 +0.3%
CIC
34
Cutler Investment Counsel
Oregon
$10.9M +$232K +7,566 +2%
CIA
35
Capital Investment Advisors
Georgia
$10.6M -$419K -13,668 -4%
PIM
36
Penobscot Investment Management
Massachusetts
$10.6M -$281K -9,171 -3%
OPS
37
Orion Portfolio Solutions
Nebraska
$10.5M +$10.5M +340,956 New
CI
38
Ceera Investments
Texas
$10.4M +$10.4M +337,825 New
HAC
39
Harbor Advisory Corp
New Hampshire
$10.3M -$1.52M -49,425 -13%
DCM
40
DeGreen Capital Management
Arizona
$9.95M +$5.54M +180,637 +126%
APA
41
American Portfolios Advisors
New York
$9.56M -$3.27M -106,589 -25%
Osaic Holdings
42
Osaic Holdings
Arizona
$9.56M -$453K -14,772 -5%
PAG
43
Private Advisor Group
New Jersey
$9.51M -$6.62M -215,838 -41%
CM
44
Cornerstone Management
Georgia
$9.31M +$1.03M +33,731 +12%
TB
45
Terril Brothers
Missouri
$9.16M -$12.7K -415 -0.1%
HighTower Advisors
46
HighTower Advisors
Illinois
$9.14M +$771K +25,167 +9%
PGA
47
Portland Global Advisors
Maine
$9.05M +$822K +26,815 +10%
PAMS
48
Pictet Asset Management (Switzerland)
Switzerland
$9.02M +$9.02M +294,160 New
RFA
49
Reilly Financial Advisors
California
$8.81M -$130K -4,241 -1%
Citadel Advisors
50
Citadel Advisors
Florida
$8.61M +$3.54M +115,494 +70%
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