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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 %
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$17.4M -$246K -8,060 -1%
IA
27
IndexIQ Advisors
New York
$17.3M +$8.45M +277,288 +96%
TCM
28
Tradewinds Capital Management
Washington
$17.1M +$17.1M +561,754 New
AWMG
29
Alliance Wealth Management Group
New Jersey
$16M -$645K -21,157 -4%
RJA
30
Raymond James & Associates
Florida
$15.6M -$1.63M -53,368 -9%
CMA
31
Cedar Mountain Advisors
Oregon
$15M +$15M +491,501 New
DJSG
32
D.J. St. Germain
Massachusetts
$14.6M +$1.95M +64,012 +15%
CI
33
Ceera Investments
Texas
$14.4M +$3.5M +114,720 +32%
PIM
34
Penobscot Investment Management
Massachusetts
$13.9M +$3.89M +127,445 +39%
CIC
35
Cutler Investment Counsel
Oregon
$13.7M +$2.63M +86,383 +24%
HighTower Advisors
36
HighTower Advisors
Illinois
$13.6M +$2.37M +77,717 +21%
AWM
37
AE Wealth Management
Kansas
$13.5M +$12.9M +422,937 +2,297%
EH
38
Equitable Holdings
New York
$12.9M +$6.08M +199,315 +90%
Truist Financial
39
Truist Financial
North Carolina
$12.4M +$101K +3,317 +0.8%
SI
40
SimpliFi Inc
California
$12.4M +$3.75M +122,875 +43%
IHWM
41
Iron Horse Wealth Management
Iowa
$12.3M +$12.3M +402,948 +30,274%
DAS
42
Dynamic Advisor Solutions
Arizona
$12.3M +$415K +13,608 +3%
PGA
43
Portland Global Advisors
Maine
$11.5M +$987K +32,365 +9%
CIA
44
Capital Investment Advisors
Georgia
$11.4M +$705K +23,130 +7%
OIM
45
Orca Investment Management
Oregon
$11M +$3.83M +125,630 +54%
AP
46
Appleton Partners
Massachusetts
$10.9M -$973K -31,908 -8%
HAC
47
Harbor Advisory Corp
New Hampshire
$9.91M +$211K +6,918 +2%
FGG
48
Financial Guidance Group
Florida
$9.83M +$9.83M +322,535 New
CFIA
49
Cantor Fitzgerald Investment Advisors
New York
$9.41M -$9.22M -302,490 -50%
WWM
50
WJ Wealth Management
Arizona
$9.39M +$3.95M +129,700 +73%
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