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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

300 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 24 closing their positions.

Holders
300
Holders Change
+20
Holders Change %
+7.14%
% of All Funds
4.63%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.42%
New
50
Increased
105
Reduced
104
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TB
1
Terril Brothers
Missouri
$33.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
DJSG
3
D.J. St. Germain
Massachusetts
$12.7M
4
AF
4
Allworth Financial
California
$10.5M
5
KCM
5
Kennicott Capital Management
California
$10.4M

Top Sellers

1
AA
1
Alesco Advisors
New York
$30.5M
2
Jane Street
2
Jane Street
New York
$8.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SI
4
SimpliFi Inc
California
$8.65M
5
State Street
5
State Street
Massachusetts
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
1
Avantax Planning Partners
Iowa
$143M 4,664,199 +96,518 +2%
Morgan Stanley
2
Morgan Stanley
New York
$112M 3,649,456 +591,131 +19%
Ameriprise
3
Ameriprise
Minnesota
$99.7M 3,259,499 +75,006 +2%
VA
4
Valmark Advisers
Ohio
$70.9M 2,316,467 +59,304 +3%
KeyBank National Association
5
KeyBank National Association
Ohio
$65.3M 2,135,432 +75,943 +4%
UBS Group
6
UBS Group
Switzerland
$37.6M 1,228,765 -141,844 -10%
Bank of America
7
Bank of America
North Carolina
$35M 1,144,645 +31,685 +3%
TB
8
Terril Brothers
Missouri
$33.3M 1,087,469 +788,750 +264%
AA
9
Alesco Advisors
New York
$30.5M 996,505 -2,250,816 -69%
State Street
10
State Street
Massachusetts
$30.4M 995,297 -207,724 -17%
CCA
11
Clearwater Capital Advisors
Illinois
$27.3M 891,558 -2,789 -0.3%
LPL Financial
12
LPL Financial
California
$27M 882,540 -117,586 -12%
RA
13
RFG Advisory
Alabama
$25.5M 833,602 -199,623 -19%
ECML
14
Eagle Capital Management (Louisiana)
Louisiana
$23.8M 778,185 -2,901 -0.4%
Wells Fargo
15
Wells Fargo
California
$20.7M 677,507 -76,469 -10%
TCM
16
Towercrest Capital Management
Pennsylvania
$20.3M 663,495 -1,141 -0.2%
WMG
17
WESCAP Management Group
California
$19.6M 641,669 +5,801 +0.9%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$18.7M 611,024 +19,075 +3%
UIA
19
UBP Investment Advisors
Switzerland
$18.6M 607,736 -10,063 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$18.5M 603,912 -16,355 -3%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$17.7M 577,650 -22,000 -4%
APW
22
Aurora Private Wealth
New Jersey
$17.4M 567,836 +111,579 +24%
RJA
23
Raymond James & Associates
Florida
$17.3M 564,895 +70,129 +14%
AWMG
24
Alliance Wealth Management Group
New Jersey
$16.7M 544,676 -192 -0%
RWM
25
Refined Wealth Management
Utah
$13.3M 434,138 +3,342 +0.8%
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