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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

300 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+20
Holders Change %
+7.14%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
104
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TB
1
Terril Brothers
Missouri
$33.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
DJSG
3
D.J. St. Germain
Massachusetts
$12.7M
4
AF
4
Allworth Financial
California
$10.5M
5
KCM
5
Kennicott Capital Management
California
$10.4M

Top Sellers

1
AA
1
Alesco Advisors
New York
$30.5M
2
Jane Street
2
Jane Street
New York
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SI
4
SimpliFi Inc
California
$8.65M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
26
D.J. St. Germain
Massachusetts
$12.7M +$12.7M +415,632 New
Truist Financial
27
Truist Financial
North Carolina
$12.3M +$304K +9,950 +3%
CL
28
COWA LLC
Oklahoma
$12M +$958K +31,309 +9%
COF
29
Capital One Financial
Virginia
$11.9M -$402K -13,141 -3%
DAS
30
Dynamic Advisor Solutions
Arizona
$11.9M -$23.6K -772 -0.2%
AP
31
Appleton Partners
Massachusetts
$11.9M -$1.08M -35,387 -8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$11.5M -$75.1K -2,454 -0.6%
HighTower Advisors
33
HighTower Advisors
Illinois
$11.3M +$2.17M +70,909 +24%
CIC
34
Cutler Investment Counsel
Oregon
$11.1M +$223K +7,293 +2%
CI
35
Ceera Investments
Texas
$11M +$630K +20,594 +6%
CIA
36
Capital Investment Advisors
Georgia
$10.7M +$137K +4,467 +1%
PGA
37
Portland Global Advisors
Maine
$10.5M +$1.51M +49,455 +17%
AF
38
Allworth Financial
California
$10.5M +$10.5M +344,087 New
KCM
39
Kennicott Capital Management
California
$10.4M +$10.4M +340,388 New
OPS
40
Orion Portfolio Solutions
Nebraska
$10.3M -$130K -4,261 -1%
PIM
41
Penobscot Investment Management
Massachusetts
$10.1M -$516K -16,881 -5%
TCFP
42
Treasure Coast Financial Planning
Florida
$9.88M +$9.88M +323,014 New
AA
43
Advisory Alpha
Michigan
$9.81M +$2.28M +74,380 +30%
HAC
44
Harbor Advisory Corp
New Hampshire
$9.73M -$574K -18,776 -6%
Osaic Holdings
45
Osaic Holdings
Arizona
$9.66M +$126K +4,132 +1%
APA
46
American Portfolios Advisors
New York
$9.37M -$172K -5,627 -2%
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
$9M – – –
CWM
48
Cabot Wealth Management
Massachusetts
$8.9M +$1.03M +33,821 +13%
WCA
49
Westover Capital Advisors
Delaware
$8.87M +$569K +18,592 +7%
IA
50
IndexIQ Advisors
New York
$8.83M +$1.53M +50,072 +21%
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