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SPDR Bloomberg Investment Grade Floating Rate ETF

280 hedge funds and large institutions have $1.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-5
Holders Change %
-1.75%
% of All Funds
4.92%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
23
Increased
110
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
176
Modera Wealth Management
New Jersey
$505K +$4.94K +161 +1%
SP
177
Successful Portfolios
Florida
$504K +$108K +3,509 +27%
PL
178
Protective Life
Alabama
$500K
Goldman Sachs
179
Goldman Sachs
New York
$495K +$495K +16,145 New
KOC
180
Koss-Olinger Consulting
Florida
$485K +$31.2K +1,017 +7%
PWM
181
Purus Wealth Management
California
$482K -$91.4K -2,985 -16%
PHS
182
Pekin Hardy Strauss
Illinois
$474K -$33.7K -1,100 -7%
KFP
183
KMG Fiduciary Partners
Ohio
$469K -$9.72K -317 -2%
B
184
Bailard
California
$465K +$465K +15,175 New
ATPW
185
Ashton Thomas Private Wealth
Arizona
$458K +$1.29K +42 +0.3%
FIM
186
Freedom Investment Management
Connecticut
$432K +$33.1K +1,080 +8%
BWM
187
BCS Wealth Management
Tennessee
$406K -$24.7K -806 -6%
BWAM
188
Boyd Watterson Asset Management
Ohio
$400K +$400K +13,040 New
EWA
189
Evolution Wealth Advisors
Florida
$393K
OWA
190
Octavia Wealth Advisors
Ohio
$389K
MA
191
Mutual Advisors
Nebraska
$385K
CPSAC
192
Chas P. Smith & Associates (CPS)
Florida
$385K +$142K +4,635 +58%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$371K +$106K +3,443 +40%
IA
194
IFP Advisors
Florida
$370K -$8.27K -269 -2%
EDRIA
195
Edmonds Duncan Registered Investment Advisors
Kansas
$364K -$29.8K -972 -8%
RRC
196
Relaxing Retirement Coach
Massachusetts
$342K -$84K -2,738 -20%
William Blair & Company
197
William Blair & Company
Illinois
$341K -$153 -5 -0%
RG
198
Retirement Group
California
$340K +$184 +6 +0.1%
SSWM
199
Sheets Smith Wealth Management
North Carolina
$338K
Deutsche Bank
200
Deutsche Bank
Germany
$326K -$592K -19,346 -64%