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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$95.8M
2
TB
Terril Brothers
Missouri
$12.5M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
Cutler Investment Counsel
Oregon
$0
5
EH
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
126
Mariner Independent Advisor Network
Kansas
$1.99M +$1.99M +66,067 New
BMD
127
Better Money Decisions
New Mexico
$1.99M -$73.2K -2,431 -4%
HCM
128
Hollencrest Capital Management
California
$1.98M +$361 +12 +0%
MA
129
MCF Advisors
Kentucky
$1.96M +$76.6K +2,545 +4%
CAN
130
Cetera Advisor Networks
California
$1.93M +$538K +17,873 +39%
LA
131
LexAurum Advisors
Kansas
$1.92M -$636K -21,122 -25%
TLFA
132
True Link Financial Advisors
California
$1.88M – – –
1IA
133
1620 Investment Advisors
Massachusetts
$1.85M -$9.58K -318 -0.5%
AHC
134
Anderson Hoagland & Co
Missouri
$1.85M +$134K +4,462 +8%
First Trust Advisors
135
First Trust Advisors
Illinois
$1.84M +$1.84M +61,052 New
RFO
136
RiverGlades Family Offices
Florida
$1.82M +$72.2K +2,400 +4%
MWM
137
Marion Wealth Management
Pennsylvania
$1.76M -$342K -11,364 -16%
MML Investors Services
138
MML Investors Services
Massachusetts
$1.71M +$243K +8,056 +16%
CFO
139
CVA Family Office
Colorado
$1.67M +$753 +25 +0%
JCIA
140
Jackson Creek Investment Advisors
Colorado
$1.65M -$248K -8,184 -13%
GWM
141
GSB Wealth Management
Connecticut
$1.62M -$173K -5,742 -10%
GGS
142
Galvin Gaustad & Stein
Arizona
$1.56M +$32.8K +1,088 +2%
Jane Street
143
Jane Street
New York
$1.52M -$2.18M -72,530 -59%
SIA
144
SeaBridge Investment Advisors
New Jersey
$1.49M +$216K +7,185 +17%
FA
145
Fagan Associates
New York
$1.48M +$86.3K +2,866 +6%
AWS
146
Atria Wealth Solutions
New York
$1.46M -$215K -7,159 -13%
AssetMark Inc
147
AssetMark Inc
California
$1.43M -$4M -132,723 -74%
AWA
148
Aletheian Wealth Advisors
Washington
$1.38M +$80.9K +2,686 +6%
TFA
149
Transamerica Financial Advisors
Florida
$1.33M +$1.33M +44,098 New
KWM
150
KerberRose Wealth Management
Wisconsin
$1.29M +$1.29M +42,970 New
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6
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