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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$157M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
3
TF
TIAA FSB
Florida
$50.2M
4
AIM
Astor Investment Management
Illinois
$50.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43.6M
2
State Street
State Street
Massachusetts
$3.34M
3
OIM
Orca Investment Management
Oregon
$447K
4
Renaissance Technologies
Renaissance Technologies
New York
$4.15M
5
Bank of America
Bank of America
North Carolina
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$2.05M +$2.05M +67,661 New
MWM
127
Meridian Wealth Management
Kentucky
$2.01M -$2.84M -93,824 -59%
1IA
128
1620 Investment Advisors
Massachusetts
$1.94M +$72.1K +2,381 +4%
TLFA
129
True Link Financial Advisors
California
$1.9M – – –
FFG
130
Frisch Financial Group
New York
$1.85M +$1.57M +51,667 +542%
HCM
131
Hollencrest Capital Management
California
$1.85M -$142K -4,680 -7%
AHC
132
Anderson Hoagland & Co
Missouri
$1.83M -$27.1K -896 -1%
GGS
133
Galvin Gaustad & Stein
Arizona
$1.82M +$254K +8,393 +16%
MWM
134
Marion Wealth Management
Pennsylvania
$1.77M -$878 -29 -0%
First Trust Advisors
135
First Trust Advisors
Illinois
$1.75M -$102K -3,354 -5%
CFO
136
CVA Family Office
Colorado
$1.69M +$2.24K +74 +0.1%
JCIA
137
Jackson Creek Investment Advisors
Colorado
$1.61M -$39.6K -1,306 -2%
YIA
138
YHB Investment Advisors
Connecticut
$1.61M +$482K +15,890 +43%
NSB
139
Norway Savings Bank
Maine
$1.57M +$506K +16,685 +48%
WA
140
Wambolt & Associates
Colorado
$1.52M +$607K +20,029 +67%
AWM
141
Axxcess Wealth Management
California
$1.48M +$718K +23,703 +95%
FA
142
Fagan Associates
New York
$1.46M -$27.2K -897 -2%
MA
143
Montag & Associates
Georgia
$1.46M -$724K -23,895 -33%
FCM
144
Fourpath Capital Management
Oklahoma
$1.42M +$393K +12,961 +38%
AWA
145
Aletheian Wealth Advisors
Washington
$1.4M +$8.39K +277 +0.6%
BAM
146
Belpointe Asset Management
Nevada
$1.37M -$1.57M -51,746 -53%
PA
147
PFG Advisors
Arizona
$1.33M +$250K +8,255 +23%
CW
148
CreativeOne Wealth
Kansas
$1.33M +$295K +9,744 +29%
WB
149
Webster Bank
Connecticut
$1.28M – – –
AP
150
Adero Partners
California
$1.24M -$6.75K -223 -0.5%
4 5
6
7 8