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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 %
KF
101
Krilogy Financial
Missouri
$860K +$111K +3,616 +15%
CA
102
Calton & Associates
Florida
$855K +$1.69K +55 +0.2%
TWA
103
Tillar-Wenstrup Advisors
Ohio
$830K +$830K +26,995 New
GC
104
Guggenheim Capital
Illinois
$818K +$818K +26,622 New
BCI
105
Brinker Capital Investments
Pennsylvania
$785K +$785K +25,543 New
CC
106
Courier Capital
New York
$763K +$99.5K +3,238 +15%
KWA
107
KCS Wealth Advisory
California
$727K +$117K +3,798 +19%
PA
108
PFG Advisors
Arizona
$707K +$74.7K +2,430 +12%
PCFFS
109
Pacific Center for Financial Services
California
$698K -$80.5K -2,622 -10%
BOTW
110
Bank of the West
California
$697K – – –
RPA
111
Rock Point Advisors
Vermont
$674K -$15.4K -500 -2%
PP
112
PDS Planning
Ohio
$592K +$592K +19,256 New
CCM
113
Cribstone Capital Management
Maine
$572K +$192K +6,238 +50%
AWM
114
Aries Wealth Management
Maine
$560K – – –
Goldman Sachs
115
Goldman Sachs
New York
$524K +$524K +17,056 New
CCG
116
Chatham Capital Group
Georgia
$507K +$184K +6,000 +57%
FA
117
Forefront Analytics
Pennsylvania
$502K -$2.7K -88 -0.5%
BAM
118
Belpointe Asset Management
Nevada
$460K +$460K +14,971 New
ACM
119
AlphaStar Capital Management
North Carolina
$449K +$449K +14,606 New
LCC
120
Lincoln Capital Corp
Rhode Island
$437K -$5.63M -183,427 -93%
TCM
121
Tuttle Capital Management
Connecticut
$433K +$433K +14,114 New
JIP
122
Jaffetilchin Investment Partners
Florida
$408K +$196K +6,384 +92%
WS
123
Wedbush Securities
California
$389K +$389K +12,648 New
GWM
124
Greenwich Wealth Management
Connecticut
$367K -$2.81M -91,463 -88%
EIA
125
Eldridge Investment Advisors
New Hampshire
$347K +$347K +11,300 New
3 4
5
6 7