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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

337 hedge funds and large institutions have $2.33B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-12
Holders Change %
-3.44%
% of All Funds
5.83%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.76%
New
31
Increased
116
Reduced
134
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$33.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21.8M
3
TF
TIAA FSB
Florida
+$17.5M
4
AIM
Astor Investment Management
Illinois
+$15.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$22M
2
State Street
State Street
Massachusetts
-$18.6M
3
OIM
Orca Investment Management
Oregon
-$10.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10M
5
Bank of America
Bank of America
North Carolina
-$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
176
Raleigh Capital Management
North Carolina
$803K +$259K +8,542 +48%
FT
177
Fiduciary Trust
Massachusetts
$787K – – –
BWM
178
BCS Wealth Management
Tennessee
$772K +$72.3K +2,385 +10%
HAS
179
HBW Advisory Services
California
$770K +$770K +25,429 New
FIM
180
Freedom Investment Management
Connecticut
$765K +$66.5K +2,194 +10%
SFG
181
StrategIQ Financial Group
Indiana
$734K -$331K -10,941 -31%
SFS
182
Strategic Financial Services
New York
$709K -$2.36K -78 -0.3%
CWM
183
Cabot Wealth Management
Massachusetts
$693K -$81.6K -2,695 -11%
AAS
184
Avantax Advisory Services
Texas
$689K +$134K +4,417 +24%
LFA
185
Laraway Financial Advisors
Minnesota
$685K -$5K -170 -0.7%
NAM
186
NTV Asset Management
West Virginia
$683K -$60.6K -2,000 -8%
PFA
187
Pinnacle Family Advisors
Missouri
$670K -$60.7K -2,005 -8%
BPA
188
Beacon Pointe Advisors
California
$666K +$666K +21,956 New
AIM
189
Aspen Investment Management
Michigan
$640K -$5.76K -190 -0.9%
ACA
190
Aptus Capital Advisors
Alabama
$640K +$596K +19,665 +1,342%
EVM
191
Eaton Vance Management
Massachusetts
$639K – – –
ATPW
192
Ashton Thomas Private Wealth
Arizona
$632K +$78.9K +2,603 +14%
CAN
193
Claraphi Advisory Network
United States
$621K +$621K +20,484 New
BFA
194
Brendel Financial Advisors
New Hampshire
$610K – – –
B
195
Bailard
California
$608K – – –
DADC
196
D.A. Davidson & Co
Montana
$599K – – –
MLM
197
Mount Lucas Management
Pennsylvania
$586K +$586K +19,340 New
CTC
198
Central Trust Company
Missouri
$581K +$306K +10,090 +111%
CCG
199
Ceeto Capital Group
Florida
$576K – – –
SP
200
Successful Portfolios
Florida
$574K -$6.15K -203 -1%
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8
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