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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 %
TFA
76
Transamerica Financial Advisors
Florida
$2.12M +$1.46M +47,358 +218%
WMG
77
WESCAP Management Group
California
$2.04M +$2.04M +66,456 New
FIM
78
Freedom Investment Management
Connecticut
$1.96M +$77.3K +2,516 +4%
PAG
79
Private Advisor Group
New Jersey
$1.74M +$1.36M +44,160 +357%
AI
80
Atria Investments
North Carolina
$1.71M +$36.9K +1,201 +2%
WIC
81
Woodmont Investment Counsel
Tennessee
$1.7M -$147K -4,776 -8%
SFG
82
StrategIQ Financial Group
Indiana
$1.64M +$239K +7,782 +17%
AP
83
Advisors Preferred
Maryland
$1.46M -$650K -21,150 -31%
WB
84
Webster Bank
Connecticut
$1.41M -$170K -5,543 -11%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$1.4M – – –
AIM
86
Avity Investment Management
Connecticut
$1.26M -$47.6K -1,550 -4%
PA
87
Pinnacle Associates
New York
$1.15M +$1.15M +37,417 New
HCM
88
Hollencrest Capital Management
California
$1.13M +$1.13M +36,824 New
NAM
89
NTV Asset Management
West Virginia
$1.11M – – –
AF
90
Advisornet Financial
Minnesota
$1.1M +$1.1M +35,654 New
CMBA
91
C.M. Bidwell & Associates
Hawaii
$1.07M +$833K +27,107 +348%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$1.06M +$2.77K +90 +0.3%
ANBT
93
American National Bank & Trust
Texas
$1.02M +$186K +6,040 +22%
MML Investors Services
94
MML Investors Services
Massachusetts
$1.02M +$703K +22,882 +219%
MIH
95
Meitav Investment House
Israel
$993K +$993K +32,300 New
Stifel Financial
96
Stifel Financial
Missouri
$949K +$434K +14,128 +84%
CF
97
Centaurus Financial
California
$937K +$402K +13,100 +75%
PCM
98
Parsons Capital Management
Rhode Island
$933K +$190K +6,192 +26%
HFS
99
HL Financial Services
Kentucky
$908K +$76.8K +2,500 +9%
AP
100
Appleton Partners
Massachusetts
$892K +$575K +18,727 +182%
2 3
4
5 6