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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

178 hedge funds and large institutions have $1.37B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+33
Holders Change %
+22.76%
% of All Funds
4.09%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.44%
New
41
Increased
90
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Pinnacle Advisory Group
Maryland
+$84.3M
2
OWM
Orgel Wealth Management
Wisconsin
+$40.2M
3
Wells Fargo
Wells Fargo
California
+$30.7M
4
State Street
State Street
Massachusetts
+$30.5M
5
CPO
Cerity Partners OCIO
New York
+$30M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.46M
2
LCC
Lincoln Capital Corp
Rhode Island
-$5.63M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$5.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.77M
5
NIA
Northstar Investment Advisors
Colorado
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$4.03M +$3.38M +109,994 +523%
FI
52
FormulaFolio Investments
Michigan
$4.02M +$4.02M +130,922 New
CA
53
Cetera Advisors
Colorado
$4.02M +$759K +24,727 +23%
SWP
54
Strategic Wealth Partners
Ohio
$3.99M +$2.82M +91,872 +243%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$3.94M +$23.8K +775 +0.6%
SWP
56
Stratos Wealth Partners
Ohio
$3.89M +$3.81M +123,957 +4,873%
LPL Financial
57
LPL Financial
California
$3.77M +$1.63M +52,978 +76%
TB
58
Terril Brothers
Missouri
$3.76M +$1.67M +54,370 +80%
AA
59
Alesco Advisors
New York
$3.68M +$2.14M +69,656 +139%
SPIA
60
Steward Partners Investment Advisory
New York
$3.58M +$1.96M +63,894 +121%
LFGH
61
Lee Financial Group Hawaii
Hawaii
$3.56M +$3.56M +115,973 New
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$3.4M +$563K +18,329 +20%
HA
63
Harborview Advisors
Maine
$3.4M -$6.94K -226 -0.2%
CFMC
64
Curbstone Financial Management Corp
New Hampshire
$3.35M +$2.32M +75,475 +224%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$3.24M +$2.21M +71,801 +214%
CAN
66
Cetera Advisor Networks
California
$3.23M +$3.23M +105,153 New
AWMG
67
Alliance Wealth Management Group
New Jersey
$3.12M +$130K +4,238 +4%
DAS
68
Dynamic Advisor Solutions
Arizona
$2.82M +$1.02M +33,057 +56%
AG
69
Advisor Group
Arizona
$2.69M +$2.12M +68,883 +372%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$2.6M +$1.57M +51,222 +153%
IIC
71
Ironwood Investment Counsel
Arizona
$2.49M +$2.49M +81,000 New
HighTower Advisors
72
HighTower Advisors
Illinois
$2.48M +$1.31M +43,014 +112%
HH
73
Hilltop Holdings
Texas
$2.4M +$2.4M +78,138 New
BCP
74
Blackhawk Capital Partners
Wisconsin
$2.39M +$1.89M +61,595 +382%
APA
75
American Portfolios Advisors
New York
$2.13M +$2.11M +68,807 +14,797%
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