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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 %
HPA
176
High Probability Advisors
New York
$878K -$4.9M -160,865 -85%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$858K +$7.01K +230 +0.8%
GC
178
Guggenheim Capital
Illinois
$833K -$905K -29,670 -52%
CAAM
179
Cornerstone Advisors Asset Management
Pennsylvania
$817K – – –
NSB
180
Norway Savings Bank
Maine
$778K +$614K +20,152 +375%
WWM
181
WT Wealth Management
Arizona
$770K +$148K +4,837 +24%
FT
182
Fiduciary Trust
Massachusetts
$761K – – –
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$759K +$72.7K +2,384 +11%
NAM
184
NTV Asset Management
West Virginia
$749K – – –
B
185
Bailard
California
$730K +$14.8K +485 +2%
LFA
186
Laraway Financial Advisors
Minnesota
$721K -$17.7K -580 -2%
BWM
187
BCS Wealth Management
Tennessee
$687K +$107K +3,521 +19%
FCM
188
Fourpath Capital Management
Oklahoma
$682K +$682K +22,382 New
FIM
189
Freedom Investment Management
Connecticut
$672K -$2.96M -96,983 -81%
PA
190
Procyon Advisors
Connecticut
$665K +$31 +1 +0%
CA
191
Cetera Advisors
Colorado
$664K +$31.9K +1,045 +5%
CCG
192
Chatham Capital Group
Georgia
$662K – – –
BWM
193
BerganKDV Wealth Management
Minnesota
$661K -$47.4K -1,553 -7%
WA
194
Wambolt & Associates
Colorado
$657K +$453K +14,860 +222%
CW
195
CreativeOne Wealth
Kansas
$655K +$393K +12,877 +150%
AIM
196
Aspen Investment Management
Michigan
$653K -$596K -19,556 -48%
EVM
197
Eaton Vance Management
Massachusetts
$643K – – –
CT
198
Coastline Trust
Rhode Island
$640K +$19.4K +635 +3%
RI
199
Ridgewood Investments
New Jersey
$600K +$30.2K +990 +5%
SWP
200
Stratos Wealth Partners
Ohio
$596K +$596K +19,561 New
6 7
8
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