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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

338 hedge funds and large institutions have $2.05B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+38
Holders Change %
+12.67%
% of All Funds
5.35%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.6%
New
68
Increased
126
Reduced
98
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$64.5M
2
Wells Fargo
Wells Fargo
California
+$50.1M
3
Ameriprise
Ameriprise
Minnesota
+$47.3M
4
MWA
MFA Wealth Advisors
Pennsylvania
+$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M

Top Sellers

1
UIA
UBP Investment Advisors
Switzerland
-$271M
2
RWM
Refined Wealth Management
Utah
-$13.3M
3
COF
Capital One Financial
Virginia
-$9.97M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$9.22M
5
CL
COWA LLC
Oklahoma
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
101
Eagle Global Advisors
Texas
$3.65M +$172K +5,640 +5%
T
102
TRUADVICE
Florida
$3.64M +$3.64M +119,359 New
AA
103
Addison Advisors
Vermont
$3.58M +$215K +7,043 +6%
HIF
104
Hill Island Financial
Michigan
$3.56M +$84.3K +2,765 +2%
SC
105
Scotia Capital
Ontario, Canada
$3.56M +$2.37M +77,681 +199%
OHWP
106
Oak Harbor Wealth Partners
North Carolina
$3.5M +$449K +14,710 +15%
BS
107
Banco Santander
Spain
$3.48M -$1.71M -55,996 -33%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.34M -$365K -11,978 -10%
GM
109
GeoWealth Management
Illinois
$3.17M +$3.17M +103,861 New
NA
110
NewEdge Advisors
Louisiana
$3.03M +$1.02M +33,328 +50%
BAM
111
Belpointe Asset Management
Nevada
$2.92M +$1.61M +52,725 +122%
VPW
112
Vericrest Private Wealth
Pennsylvania
$2.89M -$92.2K -3,024 -3%
KF
113
Krilogy Financial
Missouri
$2.62M -$168K -5,520 -6%
GC
114
Gould Capital
Washington
$2.61M +$268K +8,802 +11%
KAS
115
Kestra Advisory Services
Texas
$2.6M +$1.82M +59,653 +234%
LA
116
LexAurum Advisors
Kansas
$2.59M +$95.9K +3,146 +4%
FNC
117
First National Corp
Massachusetts
$2.43M +$2.43M +79,652 New
LA
118
Latitude Advisors
Florida
$2.42M -$2.52M -82,580 -51%
AI
119
Atria Investments
North Carolina
$2.35M +$2.35M +76,934 New
SCM
120
Southport Capital Management
Tennessee
$2.33M -$4.24M -139,220 -65%
HPM
121
Hudson Portfolio Management
New York
$2.31M +$927K +30,385 +67%
VIM
122
Vista Investment Management
Pennsylvania
$2.13M +$741K +24,319 +53%
MWM
123
Marion Wealth Management
Pennsylvania
$2.13M -$79.7K -2,614 -4%
BMD
124
Better Money Decisions
New Mexico
$2.09M +$154K +5,044 +8%
1WM
125
1900 Wealth Management
Texas
$2.06M -$1.2M -39,211 -37%
3 4
5
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