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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 %
FTUS
101
Flow Traders U.S.
New York
$1.88M +$1.88M +61,507 New
CRWM
102
Castle Rock Wealth Management
California
$1.82M +$1.82M +59,325 New
VFA
103
Values First Advisors
Tennessee
$1.73M +$58.1K +1,898 +3%
CTA
104
Chesley Taft & Associates
Illinois
$1.73M +$80.6K +2,635 +5%
RFO
105
RiverGlades Family Offices
Florida
$1.65M -$37.5K -1,225 -2%
UCI
106
Uncommon Cents Investing
Wisconsin
$1.62M -$743K -24,290 -31%
EVM
107
Eaton Vance Management
Massachusetts
$1.54M -$1.33M -43,531 -46%
PA
108
PFG Advisors
Arizona
$1.53M -$317K -10,353 -17%
SFS
109
Sowell Financial Services
Arkansas
$1.5M +$949K +31,005 +172%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$1.43M +$1.43M +46,610 New
OWA
111
Outlook Wealth Advisors
Texas
$1.4M -$29.6K -967 -2%
CFO
112
CVA Family Office
Colorado
$1.4M +$8.44K +276 +0.6%
TLFA
113
True Link Financial Advisors
California
$1.4M +$1.4M +45,734 New
AIM
114
Avity Investment Management
Connecticut
$1.32M -$15.3K -500 -1%
BAM
115
Belpointe Asset Management
Nevada
$1.32M +$595K +19,450 +83%
AI
116
Atria Investments
North Carolina
$1.31M -$12K -393 -0.9%
EA
117
Emerald Advisors
Washington
$1.25M -$887K -28,990 -42%
BWM
118
BerganKDV Wealth Management
Minnesota
$1.24M -$91.2K -2,983 -7%
FIM
119
Fernwood Investment Management
Massachusetts
$1.24M – – –
GC
120
Grace Capital
Massachusetts
$1.22M – – –
IWC
121
Integrated Wealth Concepts
Massachusetts
$1.22M +$415K +13,565 +51%
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M -$106K -3,480 -8%
SFS
123
Strategic Financial Services
New York
$1.19M -$573K -18,736 -32%
GGS
124
Galvin Gaustad & Stein
Arizona
$1.17M +$1.17M +38,228 New
SIA
125
SeaBridge Investment Advisors
New Jersey
$1.16M -$66.5K -2,174 -5%
3 4
5
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