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

Top Sellers

1
AA
Alesco Advisors
New York
$30.5M
2
Jane Street
Jane Street
New York
$8.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SI
SimpliFi Inc
California
$8.65M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$634K +$73.9K +2,415 +13%
WWM
177
WT Wealth Management
Arizona
$624K -$149K -4,866 -19%
Stifel Financial
178
Stifel Financial
Missouri
$624K +$624K +20,411 New
CT
179
Coastline Trust
Rhode Island
$623K -$34K -1,110 -5%
SWM
180
Silverlake Wealth Management
Vermont
$621K +$621K +20,310 New
CCG
181
Ceeto Capital Group
Florida
$612K – – –
MWM
182
Modera Wealth Management
New Jersey
$603K +$99.4K +3,248 +20%
AAS
183
Ameritas Advisory Services
Nebraska
$603K +$603K +19,723 New
BWM
184
BCS Wealth Management
Tennessee
$581K +$176K +5,770 +44%
RI
185
Ridgewood Investments
New Jersey
$571K +$48.1K +1,573 +9%
NGA
186
Naples Global Advisors
Florida
$568K -$1.99K -65 -0.3%
AWM
187
AE Wealth Management
Kansas
$563K -$6.24K -204 -1%
NEPWA
188
New England Private Wealth Advisors
Massachusetts
$563K +$550 +18 +0.1%
MLM
189
Mount Lucas Management
Pennsylvania
$549K -$520K -17,017 -49%
SP
190
Successful Portfolios
Florida
$548K +$45.8K +1,498 +9%
CT
191
Clearstead Trust
Maine
$544K -$19.8K -648 -4%
BRWM
192
B. Riley Wealth Management
Tennessee
$503K +$503K +16,877 New
PL
193
Protective Life
Alabama
$499K – – –
FA
194
Forefront Analytics
Pennsylvania
$497K -$401K -13,107 -45%
KOC
195
Koss-Olinger Consulting
Florida
$497K +$14K +458 +3%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$488K +$30.7K +1,003 +7%
AWA
197
Arete Wealth Advisors
Illinois
$478K +$478K +15,618 New
KFP
198
KMG Fiduciary Partners
Ohio
$468K +$122 +4 +0%
TC
199
TownSquare Capital
Utah
$454K -$235K -7,683 -34%
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$449K -$73.8K -2,415 -14%
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8
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