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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 %
AWA
151
Aletheian Wealth Advisors
Washington
$1.32M +$381K +12,478 +41%
RPA
152
Rock Point Advisors
Vermont
$1.31M – – –
SIA
153
SeaBridge Investment Advisors
New Jersey
$1.29M +$55.2K +1,810 +4%
WB
154
Webster Bank
Connecticut
$1.28M -$4.07M -133,390 -76%
SWM
155
Spire Wealth Management
Virginia
$1.28M +$1.01K +33 +0.1%
BFA
156
Brendel Financial Advisors
New Hampshire
$1.27M – – –
AP
157
Adero Partners
California
$1.25M +$9K +295 +0.7%
FIM
158
Fernwood Investment Management
Massachusetts
$1.22M – – –
PA
159
PFG Advisors
Arizona
$1.22M -$187K -6,143 -13%
AIM
160
Avity Investment Management
Connecticut
$1.2M – – –
GL
161
Graypoint LLC
New York
$1.14M -$64.8K -2,125 -5%
ECA
162
Elevated Capital Advisors
Utah
$1.09M +$1.09M +35,691 New
CCM
163
Crabel Capital Management
California
$1.08M +$358K +11,723 +49%
UCI
164
Uncommon Cents Investing
Wisconsin
$1.08M -$196K -6,429 -15%
VIP
165
Vantage Investment Partners
Missouri
$1.08M +$89.2K +2,925 +9%
AP
166
Advisors Preferred
Maryland
$1.08M +$98.2K +3,220 +10%
SFS
167
Strategic Financial Services
New York
$1.04M -$204K -6,696 -16%
CW
168
Connectus Wealth
Ohio
$995K +$995K +32,512 New
RIG
169
Roosevelt Investment Group
New York
$986K +$44.5K +1,458 +5%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$979K -$601K -19,728 -38%
AFG
171
Albion Financial Group
Utah
$976K -$21.3K -700 -2%
OCM
172
Orion Capital Management
California
$926K +$137K +4,500 +17%
LAI
173
Legal Advantage Investments
California
$917K -$152K -4,999 -14%
Stifel Financial
174
Stifel Financial
Missouri
$909K +$286K +9,390 +46%
WMA
175
Wealth Management Associates
New Jersey
$884K – – –
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