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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
101
Coastline Trust
Rhode Island
$3.12M -$116K -3,765 -4%
HighTower Advisors
102
HighTower Advisors
Illinois
$3.11M -$303K -9,864 -9%
3AM
103
3D Asset Management
Connecticut
$3.09M -$122K -3,958 -4%
VBFP
104
Valtinson Bruner Financial Planning
Minnesota
$3.08M -$870K -28,304 -22%
MHS
105
M Holdings Securities
Oregon
$3.07M -$264K -8,585 -8%
SI
106
SimpliFi Inc
California
$3.04M +$31.3K +1,019 +1%
WS
107
Wela Strategies
Georgia
$2.94M +$137K +4,443 +5%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$2.91M +$268K +8,730 +10%
PCS
109
Personal CFO Solutions
New Jersey
$2.9M +$2.14M +69,747 +282%
Verition Fund Management
110
Verition Fund Management
Connecticut
$2.77M +$2.77M +90,015 New
SA
111
Stewardship Advisors
Pennsylvania
$2.71M +$2.71M +88,032 New
PWM
112
Peterson Wealth Management
Nevada
$2.62M +$2.62M +85,229 New
RCA
113
Rowland Carmichael Advisors
Arizona
$2.59M +$40.5K +1,318 +2%
SIA
114
Strategic Investment Advisors
Michigan
$2.58M +$1.57M +51,039 +156%
SLA
115
Silver Lake Advisory
Utah
$2.52M +$1.13M +36,771 +82%
UCFA
116
United Capital Financial Advisors
Texas
$2.26M +$332K +10,797 +17%
TC
117
Trilogy Capital
California
$2.23M +$135K +4,383 +6%
RMAM
118
Raab & Moskowitz Asset Management
New Jersey
$2.2M +$6.08K +198 +0.3%
MWM
119
McNaughton Wealth Management
California
$2.13M +$2.13M +69,129 New
FCIM
120
Fairview Capital Investment Management
California
$2.12M -$413K -13,450 -16%
AAS
121
Avantax Advisory Services
Texas
$2.06M +$15.2K +496 +0.7%
SIM
122
Stratos Investment Management
Ohio
$2.01M -$56.3K -1,831 -3%
PA
123
PFG Advisors
Arizona
$1.92M -$16.2K -528 -0.8%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$1.56M +50,888 +477%
AFG
125
Albion Financial Group
Utah
$1.8M -$60.2K -1,960 -3%
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