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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 %
RFO
126
RiverGlades Family Offices
Florida
$1.72M +$18.3K +595 +1%
GM
127
GeoWealth Management
Illinois
$1.68M +$1.68M +54,486 New
GWM
128
Geneos Wealth Management
Colorado
$1.67M -$3.14M -102,348 -65%
BWM
129
BerganKDV Wealth Management
Minnesota
$1.66M +$1.66M +54,060 New
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$200K +6,500 +14%
CWA
131
Capital Wealth Alliance
Arizona
$1.63M +$1.63M +53,013 New
CAS
132
Cascadia Advisory Services
Oregon
$1.62M +$1.62M +52,737 New
SPA
133
Sentinel Pension Advisors
Massachusetts
$1.57M +$1.57M +50,991 New
CFO
134
CVA Family Office
Colorado
$1.55M +$1.55M +50,477 New
BRWA
135
B. Riley Wealth Advisors
Florida
$1.51M +$109K +3,560 +8%
IA
136
IFP Advisors
Florida
$1.51M -$183K -5,925 -11%
VFA
137
Values First Advisors
Tennessee
$1.49M +$1.49M +48,317 New
AWM
138
Aries Wealth Management
Maine
$1.48M +$225K +7,325 +18%
3C
139
361 Capital
Colorado
$1.45M +$411K +13,374 +40%
BFG
140
Bouchey Financial Group
New York
$1.43M -$13.5M -440,788 -90%
SFS
141
Sowell Financial Services
Arkansas
$1.42M -$932K -30,331 -40%
AF
142
Advisornet Financial
Minnesota
$1.39M -$113K -3,664 -8%
FAAS
143
First Allied Advisory Services
California
$1.36M -$7.26M -236,306 -84%
KF
144
Krilogy Financial
Missouri
$1.31M +$141K +4,586 +12%
CTA
145
Chesley Taft & Associates
Illinois
$1.3M -$269K -8,740 -17%
PCM
146
Parsons Capital Management
Rhode Island
$1.29M -$10.4K -338 -0.8%
WIA
147
World Investment Advisors
California
$1.27M +$607K +19,772 +91%
VIP
148
Vantage Investment Partners
Missouri
$1.27M +$59.1K +1,925 +5%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$1.26M -$489K -15,909 -28%
TSS
150
Two Sigma Securities
New York
$1.26M -$147K -4,774 -10%
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