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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

217 hedge funds and large institutions have $1.98B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+39
Holders Change %
+21.91%
% of All Funds
4.97%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.71%
New
55
Increased
108
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$63.4M
2
FI
FormulaFolio Investments
Michigan
+$48.8M
3
VA
Valmark Advisers
Ohio
+$48M
4
WCM
Windham Capital Management
Massachusetts
+$45M
5
GC
Grimes & Company
Massachusetts
+$28.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$17.7M
2
UIA
UBP Investment Advisors
Switzerland
-$7.64M
3
State Street
State Street
Massachusetts
-$7.15M
4
SWP
Stratos Wealth Partners
Ohio
-$3.89M
5
RRC
Relaxing Retirement Coach
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
126
New England Private Wealth Advisors
Massachusetts
$1.06M +$5.6K +182 +0.5%
PA
127
PFG Advisors
Arizona
$1.05M +$337K +10,963 +48%
BAM
128
Belpointe Asset Management
Nevada
$1.02M +$560K +18,219 +122%
HCM
129
Hollencrest Capital Management
California
$1.02M -$117K -3,792 -10%
Stifel Financial
130
Stifel Financial
Missouri
$1.01M +$63.2K +2,059 +7%
MIH
131
Meitav Investment House
Israel
$993K – – –
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$972K +$648K +21,078 +200%
ANBT
133
American National Bank & Trust
Texas
$927K -$98.2K -3,193 -10%
PCM
134
Parsons Capital Management
Rhode Island
$906K -$28.2K -916 -3%
KF
135
Krilogy Financial
Missouri
$904K +$43.2K +1,405 +5%
HFS
136
HL Financial Services
Kentucky
$857K -$52.3K -1,700 -6%
AWM
137
Aries Wealth Management
Maine
$843K +$282K +9,150 +50%
IA
138
IFP Advisors
Florida
$835K +$701K +22,817 +524%
CC
139
Courier Capital
New York
$827K +$63.3K +2,058 +8%
GTAM
140
Global Trust Asset Management
Florida
$813K +$813K +26,416 New
Creative Planning
141
Creative Planning
Kansas
$809K +$809K +26,325 New
CCM
142
Cribstone Capital Management
Maine
$772K +$199K +6,478 +35%
CCG
143
Chatham Capital Group
Georgia
$716K +$209K +6,800 +41%
CB
144
Community Bank
New York
$713K +$713K +23,185 New
BOTW
145
Bank of the West
California
$698K – – –
VIM
146
Vista Investment Management
Pennsylvania
$666K +$336K +10,923 +102%
RPA
147
Rock Point Advisors
Vermont
$646K -$28.5K -928 -4%
FF
148
Friedenthal Financial
New Jersey
$632K +$632K +20,557 New
FA
149
Fagan Associates
New York
$622K +$622K +20,220 New
PCFFS
150
Pacific Center for Financial Services
California
$618K -$81K -2,634 -12%
4 5
6
7 8