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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

281 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 79 increasing their positions, 116 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+20
Holders Change %
+7.66%
% of All Funds
4.99%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
46
Increased
79
Reduced
116
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
3
State Street
State Street
Massachusetts
+$10.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.78M
5
UIA
UBP Investment Advisors
Switzerland
+$7.38M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$101M
2
MCM
Model Capital Management
Massachusetts
-$78.9M
3
Wells Fargo
Wells Fargo
California
-$15.6M
4
SMM
Stadion Money Management
Georgia
-$12.6M
5
MWC
MBM Wealth Consultants
Missouri
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
151
Pekin Hardy Strauss
Illinois
$792K -$195K -6,380 -20%
SLA
152
Silver Lake Advisory
Utah
$775K -$41.3K -1,352 -5%
RRC
153
Relaxing Retirement Coach
Massachusetts
$766K -$3.09M -101,052 -80%
FT
154
Fiduciary Trust
Massachusetts
$763K – – –
FA
155
Fagan Associates
New York
$761K -$14.8K -485 -2%
PA
156
Procyon Advisors
Connecticut
$745K +$45.9K +1,500 +7%
NAM
157
NTV Asset Management
West Virginia
$684K +$23K +750 +3%
LWM
158
Laidlaw Wealth Management
New York
$677K +$677K +22,146 New
CCM
159
Crabel Capital Management
California
$667K +$667K +21,794 New
FWM
160
Foresight Wealth Management
Utah
$664K +$432K +14,118 +186%
KFP
161
KMG Fiduciary Partners
Ohio
$658K +$214 +7 +0%
Deutsche Bank
162
Deutsche Bank
Germany
$619K -$1.21M -39,540 -66%
WFA
163
Wipfli Financial Advisors
Wisconsin
$614K +$614K +20,072 New
CCG
164
Ceeto Capital Group
Florida
$612K – – –
PWM
165
Purus Wealth Management
California
$575K +$575K +18,783 New
CT
166
Clearstead Trust
Maine
$564K – – –
FIM
167
Freedom Investment Management
Connecticut
$561K +$21.9K +715 +4%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$532K -$9K -294 -2%
PL
169
Protective Life
Alabama
$499K – – –
WAS
170
Wealth Advisory Solutions
Indiana
$498K -$10.9K -355 -2%
CPO
171
Cerity Partners OCIO
New York
$459K -$181K -5,900 -28%
AHC
172
Anderson Hoagland & Co
Missouri
$446K +$446K +14,596 New
OWA
173
Octavia Wealth Advisors
Ohio
$410K +$410K +13,417 New
MA
174
Mutual Advisors
Nebraska
$402K -$40.4K -1,321 -9%
HFM
175
Hartford Financial Management
Connecticut
$401K -$583K -19,036 -59%
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7
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