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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

29 hedge funds and large institutions have $108M invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
7
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
VNB
2
Valley National Bancorp
New York
$4.13M
3
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$2.25M
4
CWM
4
Cabot Wealth Management
Massachusetts
$1.87M
5
RJA
5
Raymond James & Associates
Florida
$39.7M

Top Sellers

1
AII
1
AGF Investments Inc
Ontario, Canada
$20.8M
2
Jane Street
2
Jane Street
New York
$0
3
U
3
UBS
Switzerland
$2.53M
4
SCG
4
Strategic Capital Group
Washington
$47K
5
WA
5
WFG Advisors
Texas
$560K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$39.7M 1,294,733 +49,854 +4%
AII
2
AGF Investments Inc
Ontario, Canada
$20.8M 677,000 -359,700 -35%
Bank of America
3
Bank of America
North Carolina
$20M 653,103 +418,743 +179%
VNB
4
Valley National Bancorp
New York
$4.13M 134,794 +134,794 New
AIG
5
American International Group
New York
$2.95M 96,183 +9,539 +11%
Morgan Stanley
6
Morgan Stanley
New York
$2.77M 90,374 +15,381 +21%
U
7
UBS
Switzerland
$2.53M 82,382 -62,690 -43%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.43M 79,291 +3,402 +4%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$2.25M 73,367 +73,367 New
LPL Financial
10
LPL Financial
California
$2.21M 72,157 -9,636 -12%
CWM
11
Cabot Wealth Management
Massachusetts
$1.87M 61,016 +61,016 New
CT
12
Coastline Trust
Rhode Island
$1.35M 43,850 +200 +0.5%
State Street
13
State Street
Massachusetts
$859K 28,018 +214 +0.8%
CC
14
Courier Capital
New York
$804K 26,220 +26,220 New
FIM
15
Freedom Investment Management
Connecticut
$669K 21,803 -908 -4%
AP
16
Advisors Preferred
Maryland
$582K 19,000 +19,000 New
WA
17
WFG Advisors
Texas
$560K 18,270 -12,650 -41%
HFS
18
HL Financial Services
Kentucky
$442K 14,406 +14,406 New
Axa
19
Axa
France
$399K 13,010 +13,010 New
WRM
20
Westport Resources Management
Connecticut
$284K 9,250 -5,000 -35%
PI
21
Placemark Investments
Illinois
$208K 6,765 -3 -0%
KFS
22
KMS Financial Services
Washington
$207K 6,765 -3 -0%
US Bancorp
23
US Bancorp
Minnesota
$77K 2,505 +2,505 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$71K 2,300 -620 -21%
SCG
25
Strategic Capital Group
Washington
$47K 1,536 -43,888 -97%
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