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SPDR Bloomberg Investment Grade Floating Rate ETF

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAI
126
Legal Advantage Investments
California
$1.07M +$61.6K +2,010 +6%
SMG
127
Smart Money Group
Texas
$970K +$970K +31,668 New
SWM
128
Spire Wealth Management
Virginia
$954K +$954K +37,631 New
LCAM
129
London & Capital Asset Management
United Kingdom
$926K +$926K +30,210 New
RIG
130
Roosevelt Investment Group
New York
$912K -$29.9K -975 -3%
VIP
131
Vantage Investment Partners
Missouri
$910K
FA
132
Forefront Analytics
Pennsylvania
$897K +$704 +23 +0.1%
WFA
133
Wells Financial Advisors
Massachusetts
$879K +$879K +28,692 New
PA
134
Procyon Advisors
Connecticut
$869K +$123K +4,000 +16%
SFS
135
Sowell Financial Services
Arkansas
$849K -$652K -21,299 -43%
Creative Planning
136
Creative Planning
Kansas
$806K -$214K -6,979 -21%
FTUS
137
Flow Traders U.S.
New York
$805K -$1.08M -35,239 -57%
NGA
138
Naples Global Advisors
Florida
$801K -$157K -5,125 -16%
Verition Fund Management
139
Verition Fund Management
Connecticut
$794K -$7.89M -257,485 -91%
NAM
140
NorthCoast Asset Management
Connecticut
$786K -$285K -9,310 -27%
WWM
141
WT Wealth Management
Arizona
$784K -$1.52M -49,503 -66%
AAS
142
Avantax Advisory Services
Texas
$777K -$348K -11,349 -31%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$774K +$241K +7,867 +45%
FT
144
Fiduciary Trust
Massachusetts
$765K
FA
145
Fagan Associates
New York
$752K -$9.93K -324 -1%
WFA
146
Wipfli Financial Advisors
Wisconsin
$722K +$107K +3,497 +17%
AP
147
Advisors Preferred
Maryland
$704K -$386K -12,610 -35%
SLA
148
Silver Lake Advisory
Utah
$695K -$81.1K -2,648 -10%
AWM
149
AE Wealth Management
Kansas
$691K -$7.29M -237,807 -91%
KAS
150
Kestra Advisory Services
Texas
$675K -$196K -6,381 -22%