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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

300 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+20
Holders Change %
+7.14%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
104
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TB
1
Terril Brothers
Missouri
$33.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
DJSG
3
D.J. St. Germain
Massachusetts
$12.7M
4
AF
4
Allworth Financial
California
$10.5M
5
KCM
5
Kennicott Capital Management
California
$10.4M

Top Sellers

1
AA
1
Alesco Advisors
New York
$30.5M
2
Jane Street
2
Jane Street
New York
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SI
4
SimpliFi Inc
California
$8.65M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$1.03M +$60.6K +1,982 +6%
AFG
152
Albion Financial Group
Utah
$1M -$272K -8,900 -21%
VIP
153
Vantage Investment Partners
Missouri
$990K +$82.1K +2,684 +9%
AP
154
Advisors Preferred
Maryland
$980K +$163K +5,320 +20%
SMG
155
Smart Money Group
Texas
$959K -$394K -12,896 -29%
RIG
156
Roosevelt Investment Group
New York
$944K -$19.7K -645 -2%
AWA
157
Aletheian Wealth Advisors
Washington
$939K +$939K +30,702 New
WMA
158
Wealth Management Associates
New Jersey
$887K – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$854K -$33K -1,079 -4%
CAAM
160
Cornerstone Advisors Asset Management
Pennsylvania
$820K +$820K +26,812 New
OCM
161
Orion Capital Management
California
$792K -$796 -26 -0.1%
FA
162
Fagan Associates
New York
$788K +$765 +25 +0.1%
KAS
163
Kestra Advisory Services
Texas
$779K -$78.2K -2,557 -9%
FT
164
Fiduciary Trust
Massachusetts
$763K – – –
NAM
165
NTV Asset Management
West Virginia
$751K – – –
LFA
166
Laraway Financial Advisors
Minnesota
$741K +$741K +24,220 New
CCM
167
Crabel Capital Management
California
$727K +$498K +16,274 +218%
B
168
Bailard
California
$718K +$254K +8,290 +55%
AAS
169
Avantax Advisory Services
Texas
$715K -$13.4K -437 -2%
BWM
170
BerganKDV Wealth Management
Minnesota
$711K -$84.7K -2,768 -11%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$688K +$124K +4,042 +22%
PA
172
Procyon Advisors
Connecticut
$667K -$210K -6,850 -24%
CCG
173
Chatham Capital Group
Georgia
$664K – – –
SLA
174
Silver Lake Advisory
Utah
$652K -$10.3K -335 -2%
EVM
175
Eaton Vance Management
Massachusetts
$646K -$105K -3,430 -14%
5 6
7
8 9