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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$3.3M +$92.3K +3,016 +3%
CL
77
COWA LLC
Oklahoma
$3.27M +$3.27M +106,879 New
EGA
78
Eagle Global Advisors
Texas
$3.25M -$764K -24,980 -19%
FCA
79
FLC Capital Advisors
California
$3.1M -$24.7K -806 -0.8%
AssetMark Inc
80
AssetMark Inc
California
$3.1M -$101M -3,286,172 -97%
PGA
81
Portland Global Advisors
Maine
$3.07M +$3.07M +100,420 New
WS
82
Wela Strategies
Georgia
$3.04M +$185K +6,035 +6%
CAGAS
83
Capital Advisory Group Advisory Services
Minnesota
$3.03M -$850K -27,795 -22%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$3.02M -$1.47M – –
GM
85
GeoWealth Management
Illinois
$2.93M -$158K -5,163 -5%
IA
86
IFP Advisors
Florida
$2.74M -$32.2K -1,054 -1%
AA
87
Addison Advisors
Vermont
$2.69M +$2.69M +88,081 New
CWA
88
Centennial Wealth Advisory
Michigan
$2.54M +$2.54M +82,912 New
SIM
89
Stratos Investment Management
Ohio
$2.52M -$141K -4,614 -5%
AWM
90
Aries Wealth Management
Maine
$2.4M – – –
1WM
91
1900 Wealth Management
Texas
$2.34M +$2.34M +76,523 New
WWM
92
WT Wealth Management
Arizona
$2.3M -$70.1K -2,293 -3%
CT
93
Coastline Trust
Rhode Island
$2.18M -$106K -3,465 -5%
LA
94
LexAurum Advisors
Kansas
$2.13M +$319K +10,425 +18%
KF
95
Krilogy Financial
Missouri
$2.08M +$338K +11,035 +19%
GWM
96
Geneos Wealth Management
Colorado
$2.08M +$476K +15,722 +30%
WFA
97
Websterrogers Financial Advisors
South Carolina
$2.02M +$2.02M +65,920 New
SIA
98
Strategic Investment Advisors
Michigan
$2.01M -$1.92M -62,741 -49%
JCIA
99
Jackson Creek Investment Advisors
Colorado
$1.97M +$253K +8,278 +15%
GL
100
Graypoint LLC
New York
$1.9M -$695K -22,703 -27%
2 3
4
5 6