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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 %
Mariner
51
Mariner
Kansas
$9.34M +$3.04M +99,648 +48%
APA
52
American Portfolios Advisors
New York
$9.26M -$75.9K -2,490 -0.8%
WCA
53
Westover Capital Advisors
Delaware
$9.16M +$320K +10,506 +4%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$9.07M +$1.49M +48,720 +20%
SIM
55
Stratos Investment Management
Ohio
$9.04M +$1.29M +42,233 +17%
PAMS
56
Pictet Asset Management (Switzerland)
Switzerland
$8.97M – – –
TWA
57
Tillar-Wenstrup Advisors
Ohio
$8.79M +$647K +21,227 +8%
CC
58
Courier Capital
New York
$8.68M +$998K +32,729 +13%
CWM
59
Cabot Wealth Management
Massachusetts
$8.57M -$306K -10,037 -3%
TCFP
60
Treasure Coast Financial Planning
Florida
$8.3M -$1.55M -50,817 -16%
KCM
61
Kennicott Capital Management
California
$8.08M -$2.3M -75,517 -22%
DIA
62
Dean Investment Associates
Ohio
$7.98M +$64.7K +2,123 +0.8%
MIG
63
McGuire Investment Group
Rhode Island
$7.74M +$3.19M +104,532 +70%
Creative Planning
64
Creative Planning
Kansas
$7.72M +$7.72M +253,063 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.71M +$1.13M +37,200 +17%
WCM
66
Windham Capital Management
Massachusetts
$7.64M -$110K -3,609 -1%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$7.48M +$306K +10,031 +4%
AA
68
Advisory Alpha
Michigan
$7.23M -$2.55M -83,698 -26%
TF
69
TIAA FSB
Florida
$6.58M +$6.58M +215,692 New
PFT
70
Providence First Trust
Arizona
$6.49M – – –
APA
71
Astoria Portfolio Advisors
New York
$5.93M -$1.33M -43,466 -18%
HW
72
Hedeker Wealth
Illinois
$5.87M +$5.87M +192,602 New
Renaissance Technologies
73
Renaissance Technologies
New York
$5.83M +$3.08M +101,130 +112%
SPIA
74
Steward Partners Investment Advisory
New York
$5.74M -$207K -6,773 -3%
CL
75
COWA LLC
Oklahoma
$5.72M -$6.25M -205,074 -52%
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