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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.

New
Increased
Maintained
Reduced
Closed
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 %
WMG
51
WESCAP Management Group
California
$9.64M -$5.77M -190,488 -37%
TB
52
Terril Brothers
Missouri
$9.55M -$3.06M -101,005 -24%
CC
53
Courier Capital
New York
$9.25M +$649K +21,410 +8%
Mariner
54
Mariner
Kansas
$8.96M +$446K +14,727 +5%
AI
55
Atria Investments
North Carolina
$8.92M +$4M +132,036 +81%
CIA
56
Capital Investment Advisors
Georgia
$8.79M -$923K -30,453 -9%
NC
57
NewSquare Capital
Pennsylvania
$8.64M -$228K -7,525 -3%
AWM
58
Ameliora Wealth Management
Switzerland
$8.43M +$8.43M +279,105 New
DIA
59
Dean Investment Associates
Ohio
$8.17M +$184K +6,060 +2%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$7.97M +$516K +17,036 +7%
APA
61
American Portfolios Advisors
New York
$7.68M -$793K -26,169 -9%
ECML
62
Eagle Capital Management (Louisiana)
Louisiana
$7.38M -$2.49M -82,049 -25%
CAN
63
Cetera Advisor Networks
California
$7.28M +$5.34M +176,167 +275%
MIG
64
McGuire Investment Group
Rhode Island
$7.27M -$405K -13,373 -5%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$7.23M +$1.57M +51,766 +28%
WCM
66
Windham Capital Management
Massachusetts
$7.21M -$313K -10,315 -4%
CI
67
Ceera Investments
Texas
$6.91M -$6.08M -200,600 -47%
Creative Planning
68
Creative Planning
Kansas
$6.86M -$335K -11,062 -5%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$6.85M +$2.53M +83,387 +58%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$6.63M +$97.5K +3,218 +1%
GM
71
GeoWealth Management
Illinois
$6.56M -$7.44M -245,580 -53%
AP
72
Appleton Partners
Massachusetts
$6.51M -$410K -13,530 -6%
PFS
73
Prospera Financial Services
Texas
$6.31M +$92.1K +3,041 +1%
HW
74
Hedeker Wealth
Illinois
$6.23M +$43.4K +1,431 +0.7%
PFT
75
Providence First Trust
Arizona
$5.91M -$484K -15,963 -8%
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3
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