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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
1
Ameriprise
Minnesota
$333M
2
Wells Fargo
2
Wells Fargo
California
$123M
3
TF
3
TIAA FSB
Florida
$32.5M
4
UIA
4
UBP Investment Advisors
Switzerland
$19.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$81.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
TB
2
Terril Brothers
Missouri
$12.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
4
Cutler Investment Counsel
Oregon
$0
5
EH
5
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
26
UBP Investment Advisors
Switzerland
$19.2M +$18.9M +627,996 +7,521%
HighTower Advisors
27
HighTower Advisors
Illinois
$19.2M +$5.7M +189,124 +42%
RJA
28
Raymond James & Associates
Florida
$17.3M +$1.86M +61,916 +12%
AWMG
29
Alliance Wealth Management Group
New Jersey
$16.2M +$428K +14,228 +3%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$15.7M -$1.48M -49,100 -9%
WMG
31
WESCAP Management Group
California
$15.3M -$3.84M -127,638 -20%
CMA
32
Cedar Mountain Advisors
Oregon
$14.7M -$97.6K -3,242 -0.7%
Renaissance Technologies
33
Renaissance Technologies
New York
$14.1M +$8.34M +276,876 +145%
GM
34
GeoWealth Management
Illinois
$13.9M +$10.8M +358,205 +345%
NYLIM
35
New York Life Investment Management
New York
$13.4M +$13.4M +445,836 New
WWM
36
WJ Wealth Management
Arizona
$13.3M +$3.98M +132,310 +43%
IHWM
37
Iron Horse Wealth Management
Iowa
$13.1M +$909K +30,191 +7%
CI
38
Ceera Investments
Texas
$12.9M -$1.34M -44,544 -9%
Truist Financial
39
Truist Financial
North Carolina
$12.9M +$671K +22,297 +5%
TB
40
Terril Brothers
Missouri
$12.5M -$19.5M -647,924 -61%
SI
41
SimpliFi Inc
California
$12.1M -$68.8K -2,285 -0.6%
PIM
42
Penobscot Investment Management
Massachusetts
$11.9M -$1.9M -63,055 -14%
PGA
43
Portland Global Advisors
Maine
$11.7M +$300K +9,959 +3%
MWC
44
MBM Wealth Consultants
Missouri
$11.6M +$11.6M +384,161 New
TCFP
45
Treasure Coast Financial Planning
Florida
$11M +$2.8M +93,039 +34%
GEA
46
Glen Eagle Advisors
New Jersey
$10.9M +$6.89M +228,761 +173%
DJSG
47
D.J. St. Germain
Massachusetts
$10.8M -$3.62M -120,328 -25%
WFA
48
Websterrogers Financial Advisors
South Carolina
$10.8M +$5.92M +196,768 +122%
OIM
49
Orca Investment Management
Oregon
$10.8M -$40.8K -1,356 -0.4%
WCA
50
Westover Capital Advisors
Delaware
$10.8M +$1.72M +57,289 +19%
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