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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 %
WB
151
Webster Bank
Connecticut
$1.27M – – –
AP
152
Adero Partners
California
$1.25M +$7.43K +246 +0.6%
AIM
153
Avity Investment Management
Connecticut
$1.21M +$18.1K +600 +2%
FIM
154
Fernwood Investment Management
Massachusetts
$1.2M – – –
GCA
155
Genesee Capital Advisors
New York
$1.18M +$1.18M +39,327 New
GL
156
Graypoint LLC
New York
$1.13M – – –
YIA
157
YHB Investment Advisors
Connecticut
$1.12M +$1.12M +37,099 New
PA
158
PFG Advisors
Arizona
$1.08M -$124K -4,105 -10%
VIP
159
Vantage Investment Partners
Missouri
$1.06M – – –
SFG
160
StrategIQ Financial Group
Indiana
$1.06M -$596K -19,781 -36%
NSB
161
Norway Savings Bank
Maine
$1.06M +$286K +9,505 +37%
RPA
162
Rock Point Advisors
Vermont
$1.05M -$244K -8,095 -19%
TC
163
TownSquare Capital
Utah
$1.04M +$595K +19,758 +134%
CW
164
CreativeOne Wealth
Kansas
$1.02M +$377K +12,510 +58%
FCM
165
Fourpath Capital Management
Oklahoma
$1.02M +$348K +11,553 +52%
SW
166
Simplicity Wealth
New Jersey
$1.02M +$546K +18,128 +115%
AFG
167
Albion Financial Group
Utah
$1.02M +$54.9K +1,823 +6%
UCI
168
Uncommon Cents Investing
Wisconsin
$973K -$93.3K -3,100 -9%
RIG
169
Roosevelt Investment Group
New York
$973K – – –
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$955K -$12.4K -412 -1%
AP
171
Advisors Preferred
Maryland
$918K -$143K -4,750 -13%
DAS
172
Dynamic Advisor Solutions
Arizona
$916K -$11.2M -373,367 -92%
GC
173
Guggenheim Capital
Illinois
$908K +$86.1K +2,859 +10%
WA
174
Wambolt & Associates
Colorado
$903K +$255K +8,458 +39%
SWP
175
Stratos Wealth Partners
Ohio
$869K +$280K +9,302 +48%
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