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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.02B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
6%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.65%
New
68
Increased
107
Reduced
101
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
AJ Wealth Strategies
New York
+$22M
2
UCI
Uncommon Cents Investing
Wisconsin
+$18.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$14.6M
4
Truist Financial
Truist Financial
North Carolina
+$12.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
+$7.07M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
AMH
Apollo Management Holdings
New York
-$147M
3
Ameriprise
Ameriprise
Minnesota
-$39.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.8M
5
TWA
Tillar-Wenstrup Advisors
Ohio
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
176
Woodmont Investment Counsel
Tennessee
$780K +$50.6K +1,645 +7%
FP
177
Fiduciary Planning
Florida
$778K +$778K +25,245 New
CCG
178
Chatham Capital Group
Georgia
$777K – – –
WAS
179
Wealth Advisory Solutions
Indiana
$741K +$741K +24,134 New
AI
180
Atria Investments
North Carolina
$739K +$83.1K +2,703 +13%
BAM
181
Belpointe Asset Management
Nevada
$736K -$10.4K -338 -1%
AIC
182
Ameritas Investment Company
Nebraska
$723K +$318K +10,341 +78%
NAM
183
NTV Asset Management
West Virginia
$710K -$6.15K -200 -0.9%
BlackRock
184
BlackRock
New York
$694K +$668K +21,748 +2,559%
FIM
185
Freedom Investment Management
Connecticut
$681K -$6.79M -220,944 -91%
RJT
186
Raymond James Trust
Florida
$660K -$1.52M -49,445 -70%
LWS
187
Lucia Wealth Services
California
$658K +$352K +11,470 +115%
APC
188
Aspire Private Capital
North Carolina
$649K +$33.3K +1,083 +5%
IAA
189
Independent Advisor Alliance
North Carolina
$648K +$648K +21,086 New
FA
190
Forefront Analytics
Pennsylvania
$636K +$104K +3,397 +20%
PAS
191
Park Avenue Securities
New York
$604K +$604K +19,639 New
JWCA
192
J.W. Cole Advisors
Florida
$578K +$578K +18,810 New
SP
193
Successful Portfolios
Florida
$557K -$145K -4,737 -21%
VCP
194
Verus Capital Partners
Arizona
$554K +$554K +18,018 New
QAM
195
Q3 Asset Management
Michigan
$540K +$226K +7,371 +72%
CCG
196
Ceeto Capital Group
Florida
$538K +$30.7K +1,000 +6%
CFGS
197
Concourse Financial Group Securities
Alabama
$537K +$537K +17,478 New
PL
198
Protective Life
Alabama
$501K – – –
BWM
199
BCS Wealth Management
Tennessee
$500K +$500K +16,282 New
CA
200
Cetera Advisors
Colorado
$476K +$1.47K +48 +0.3%
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8
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