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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$157M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$29.7M
3
TF
3
TIAA FSB
Florida
$50.2M
4
AIM
4
Astor Investment Management
Illinois
$50.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$43.6M
2
State Street
2
State Street
Massachusetts
$3.34M
3
OIM
3
Orca Investment Management
Oregon
$447K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.15M
5
Bank of America
5
Bank of America
North Carolina
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
26
Alliance Wealth Management Group
New Jersey
$17M +$658K +21,702 +4%
RJA
27
Raymond James & Associates
Florida
$16.9M -$480K -15,850 -3%
UIA
28
UBP Investment Advisors
Switzerland
$16M -$3.25M -107,194 -17%
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$15.5M -$264K -8,726 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$15.4M -$3.91M -128,977 -20%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$13.5M -$6.22M -205,391 -31%
MWC
32
MBM Wealth Consultants
Missouri
$12.4M +$803K +26,510 +7%
WCA
33
Westover Capital Advisors
Delaware
$12.2M +$1.39M +45,791 +13%
CWA
34
Centennial Wealth Advisory
Michigan
$12.2M +$3.69M +121,745 +43%
TCFP
35
Treasure Coast Financial Planning
Florida
$12.1M +$1.06M +34,870 +10%
GEA
36
Glen Eagle Advisors
New Jersey
$12.1M +$1.12M +37,123 +10%
PGA
37
Portland Global Advisors
Maine
$11.8M +$48.8K +1,611 +0.4%
Truist Financial
38
Truist Financial
North Carolina
$11.4M -$1.61M -53,263 -12%
SI
39
SimpliFi Inc
California
$11.3M -$878K -28,973 -7%
NYLIM
40
New York Life Investment Management
New York
$11.2M -$2.35M -77,608 -17%
TWA
41
Tillar-Wenstrup Advisors
Ohio
$11M +$1.35M +44,550 +14%
WWM
42
WJ Wealth Management
Arizona
$11M -$2.37M -78,363 -18%
PIM
43
Penobscot Investment Management
Massachusetts
$10.9M -$1.08M -35,650 -9%
DJSG
44
D.J. St. Germain
Massachusetts
$10.8M – – –
PAMS
45
Pictet Asset Management (Switzerland)
Switzerland
$10.4M – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$10.3M +$464K +15,328 +5%
WFA
47
Websterrogers Financial Advisors
South Carolina
$10M -$862K -28,464 -8%
HAC
48
Harbor Advisory Corp
New Hampshire
$9.94M -$26.1K -860 -0.3%
FGG
49
Financial Guidance Group
Florida
$9.93M -$62.3K -2,056 -0.6%
SIM
50
Stratos Investment Management
Ohio
$9.78M -$55.3K -1,824 -0.6%
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