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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$7.19M -$530K -17,292 -7%
PGA
52
Portland Global Advisors
Maine
$6.99M +$3.92M +127,795 +127%
Mariner
53
Mariner
Kansas
$6.99M -$976K -31,841 -12%
TWA
54
Tillar-Wenstrup Advisors
Ohio
$6.69M +$1.41M +45,945 +27%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$6.59M +$1.98M +64,719 +43%
PFT
56
Providence First Trust
Arizona
$6.53M -$437K -14,252 -6%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$6.42M +$34K +1,111 +0.5%
KBFS
58
Kohmann Bosshard Financial Services
Ohio
$6.4M +$593K +19,340 +10%
AssetMark Inc
59
AssetMark Inc
California
$6.14M +$3.04M +99,195 +98%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$6.09M -$2.07M -67,516 -25%
OPA
61
Old Port Advisors
Maine
$5.7M +$236K +7,714 +4%
WB
62
Webster Bank
Connecticut
$5.44M -$90.2K -2,943 -2%
WS
63
Wela Strategies
Georgia
$5.41M +$2.37M +77,200 +78%
BS
64
Banco Santander
Spain
$5.21M -$1.04M -34,000 -17%
CM
65
Cornerstone Management
Georgia
$5.15M +$5.15M +167,987 New
DCM
66
DeGreen Capital Management
Arizona
$4.61M -$3.63M -176,271 -44%
VR
67
Viridian RIA
Washington
$4.56M -$5.27M -172,265 Closed
HPA
68
High Probability Advisors
New York
$4.5M +$350K +11,437 +8%
TC
69
Telemus Capital
Michigan
$4.41M -$149K -4,854 -3%
GC
70
Guggenheim Capital
Illinois
$4.24M -$2.06M -67,328 -33%
GWM
71
Greenwich Wealth Management
Connecticut
$4.08M -$1.21M -39,549 -23%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.07M +$4.07M +132,785 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$3.85M -$3.02M – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$3.82M +$6.19K +202 +0.2%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$3.77M +$195K +6,381 +5%
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