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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

273 hedge funds and large institutions have $1.5B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-8
Holders Change %
-2.85%
% of All Funds
4.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
24
Increased
99
Reduced
104
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$12.4M
3
APP
Avantax Planning Partners
Iowa
+$9.7M
4
AA
Alesco Advisors
New York
+$8.74M
5
WCA
Westover Capital Advisors
Delaware
+$8.02M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$21.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.1M
3
AIM
Astor Investment Management
Illinois
-$18M
4
MA
MCF Advisors
Kentucky
-$15.2M
5
IA
IndexIQ Advisors
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
201
Hartford Financial Management
Connecticut
$245K -$156K -5,103 -39%
SP
202
Successful Portfolios
Florida
$240K +$9.86K +321 +4%
GCA
203
Gradient Capital Advisors
California
$237K -$46.4K -1,517 -16%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$236K +$33.2K +1,082 +16%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$235K – – –
NSB
206
Norway Savings Bank
Maine
$230K -$118K -3,849 -34%
SB
207
Strategic Blueprint
Georgia
$222K +$9.19K +300 +4%
PWMG
208
Prestige Wealth Management Group
New Jersey
$217K – – –
MCA
209
Magnolia Capital Advisors
Mississippi
$215K -$14.3K -467 -6%
TA
210
TrueWealth Advisors
Alabama
$215K -$4.96K -162 -2%
SPC
211
Sigma Planning Corp
Michigan
$213K +$2.57K +84 +1%
AWA
212
Arete Wealth Advisors
Illinois
$213K +$5.67K +185 +3%
TCOV
213
Trust Company of Vermont
Vermont
$212K +$212K +6,925 New
ATPW
214
Ashton Thomas Private Wealth
Arizona
$206K +$206K +6,711 New
SPA
215
Sentinel Pension Advisors
Massachusetts
$205K -$8.12K -264 -4%
WA
216
Wambolt & Associates
Colorado
$205K +$205K +6,683 New
MGI
217
MayTech Global Investments
New York
$204K – – –
AIP
218
Ameritas Investment Partners
Nebraska
$197K – – –
MWC
219
MBM Wealth Consultants
Missouri
$196K -$78.9K -2,576 -29%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$192K -$766 -25 -0.4%
CIAS
221
Capital Investment Advisory Services
North Carolina
$169K – – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$160K +$147K +4,780 +1,091%
PA
223
Parallel Advisors
California
$159K +$22.9K +748 +17%
GRP
224
Global Retirement Partners
California
$134K +$92 +3 +0.1%
HI
225
Harbour Investments
Wisconsin
$119K +$119K +3,876 New
7 8
9
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