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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

349 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
5.9%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.78%
New
44
Increased
134
Reduced
120
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$333M
2
Wells Fargo
2
Wells Fargo
California
$123M
3
TF
3
TIAA FSB
Florida
$32.5M
4
UIA
4
UBP Investment Advisors
Switzerland
$19.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$81.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
TB
2
Terril Brothers
Missouri
$12.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
4
Cutler Investment Counsel
Oregon
$0
5
EH
5
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
101
World Equity Group
Illinois
$3.37M +$1.69M +56,219 +101%
Financial Engines Advisors
102
Financial Engines Advisors
California
$3.35M -$294K -9,766 -8%
DWA
103
Delos Wealth Advisors
Texas
$3.32M +$1.3M +43,287 +65%
EGA
104
Eagle Global Advisors
Texas
$3.31M -$292K -9,706 -8%
VPW
105
Vericrest Private Wealth
Pennsylvania
$3.07M +$217K +7,193 +8%
OHWP
106
Oak Harbor Wealth Partners
North Carolina
$3.06M -$389K -12,930 -11%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$3.01M +$3.01M +100,000 New
BS
108
Banco Santander
Spain
$3M -$440K -14,600 -13%
HIF
109
Hill Island Financial
Michigan
$3M -$518K -17,200 -15%
ARC
110
Advisor Resource Council
Texas
$2.97M +$2.97M +98,596 New
OWA
111
Outlook Wealth Advisors
Texas
$2.94M +$1.18M +39,267 +67%
BAM
112
Belpointe Asset Management
Nevada
$2.92M +$40.1K +1,333 +1%
BONH
113
Bank of New Hampshire
New Hampshire
$2.89M +$1.59M +52,808 +122%
SC
114
Scotia Capital
Ontario, Canada
$2.68M -$828K -27,510 -24%
AWM
115
Aries Wealth Management
Maine
$2.67M +$2.67M +88,611 New
GC
116
Gould Capital
Washington
$2.55M -$26.1K -867 -1%
KAS
117
Kestra Advisory Services
Texas
$2.44M -$128K -4,239 -5%
BW
118
Bison Wealth
Georgia
$2.42M +$2.24M +74,450 +1,228%
FNC
119
First National Corp
Massachusetts
$2.39M -$13.5K -449 -0.6%
VIM
120
Vista Investment Management
Pennsylvania
$2.36M +$251K +8,340 +12%
HPM
121
Hudson Portfolio Management
New York
$2.18M -$99.7K -3,311 -4%
CW
122
Connectus Wealth
Ohio
$2.17M +$1.19M +39,652 +122%
MA
123
Montag & Associates
Georgia
$2.17M +$384K +12,747 +22%
KF
124
Krilogy Financial
Missouri
$2.1M -$485K -16,125 -19%
SWM
125
Spire Wealth Management
Virginia
$2.09M +$828K +27,498 +66%
3 4
5
6 7