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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 %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$854K +$105K +3,487 +14%
Stifel Financial
177
Stifel Financial
Missouri
$847K -$50.3K -1,670 -6%
RFG
178
Range Financial Group
Oregon
$845K +$845K +28,057 New
HPA
179
High Probability Advisors
New York
$816K -$50.5K -1,676 -6%
CAAM
180
Cornerstone Advisors Asset Management
Pennsylvania
$807K – – –
GWM
181
Geneos Wealth Management
Colorado
$789K +$270K +8,962 +52%
FT
182
Fiduciary Trust
Massachusetts
$782K +$30.1K +1,000 +4%
WWM
183
WT Wealth Management
Arizona
$776K +$16.2K +539 +2%
CWM
184
Cabot Wealth Management
Massachusetts
$770K -$7.69M -255,401 -91%
AWM
185
Axxcess Wealth Management
California
$754K +$754K +25,056 New
NAM
186
NTV Asset Management
West Virginia
$739K – – –
DC
187
Davenport & Co
Virginia
$736K +$331K +10,980 +82%
PFA
188
Pinnacle Family Advisors
Missouri
$727K +$414K +13,752 +133%
SFS
189
Strategic Financial Services
New York
$707K -$323K -10,714 -31%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$706K -$141K -4,693 -17%
LFA
191
Laraway Financial Advisors
Minnesota
$706K -$6.02K -200 -0.8%
BWM
192
BCS Wealth Management
Tennessee
$695K +$17K +564 +3%
FIM
193
Freedom Investment Management
Connecticut
$694K +$30.7K +1,021 +5%
HWM
194
HB Wealth Management
Georgia
$659K +$659K +21,879 New
CCG
195
Chatham Capital Group
Georgia
$653K – – –
ASN
196
Advisory Services Network
Georgia
$652K +$162K +5,372 +33%
AIM
197
Aspen Investment Management
Michigan
$642K -$3.01K -100 -0.5%
EVM
198
Eaton Vance Management
Massachusetts
$635K – – –
CA
199
Cetera Advisors
Colorado
$633K -$22.6K -749 -3%
BWM
200
BerganKDV Wealth Management
Minnesota
$616K -$36.4K -1,210 -6%
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8
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