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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 %
DWA
126
Delos Wealth Advisors
Texas
$2.04M +$2.04M +66,923 New
Citadel Advisors
127
Citadel Advisors
Florida
$2.02M +$2.02M +66,203 New
US Bancorp
128
US Bancorp
Minnesota
$2.02M -$45.7K -1,500 -2%
HCM
129
Hollencrest Capital Management
California
$2M -$406K -13,310 -17%
COF
130
Capital One Financial
Virginia
$1.92M -$9.97M -327,091 -84%
JCIA
131
Jackson Creek Investment Advisors
Colorado
$1.91M -$427K -14,000 -18%
TLFA
132
True Link Financial Advisors
California
$1.91M – – –
MA
133
MCF Advisors
Kentucky
$1.91M +$1.91M +62,553 New
1IA
134
1620 Investment Advisors
Massachusetts
$1.89M – – –
GWM
135
GSB Wealth Management
Connecticut
$1.81M +$1.81M +59,477 New
MA
136
Montag & Associates
Georgia
$1.81M -$97K -3,182 -5%
OWA
137
Outlook Wealth Advisors
Texas
$1.78M +$1.78M +58,365 New
RFO
138
RiverGlades Family Offices
Florida
$1.77M +$45.7K +1,500 +3%
AHC
139
Anderson Hoagland & Co
Missouri
$1.74M +$332K +10,885 +24%
AWS
140
Atria Wealth Solutions
New York
$1.7M +$1.7M +55,796 New
WEG
141
World Equity Group
Illinois
$1.7M +$1.7M +55,632 New
CFO
142
CVA Family Office
Colorado
$1.69M +$35K +1,148 +2%
SFG
143
StrategIQ Financial Group
Indiana
$1.68M -$2.13M -69,844 -56%
GGS
144
Galvin Gaustad & Stein
Arizona
$1.55M +$55.9K +1,834 +4%
SHA
145
Seneca House Advisors
Virginia
$1.52M -$45K -1,475 -3%
MML Investors Services
146
MML Investors Services
Massachusetts
$1.49M +$63.3K +2,075 +4%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$1.44M +$1.44M +47,348 New
FA
148
Fagan Associates
New York
$1.41M +$626K +20,525 +80%
CAN
149
Cetera Advisor Networks
California
$1.41M +$1.16M +37,982 +461%
BONH
150
Bank of New Hampshire
New Hampshire
$1.32M +$1.32M +43,273 New
4 5
6
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