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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.

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
1
Ameriprise
Minnesota
$333M
2
Wells Fargo
2
Wells Fargo
California
$123M
3
TF
3
TIAA FSB
Florida
$32.5M
4
UIA
4
UBP Investment Advisors
Switzerland
$19.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$81.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
TB
2
Terril Brothers
Missouri
$12.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$9.8M
4
CIC
4
Cutler Investment Counsel
Oregon
$0
5
EH
5
Equitable Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$333M 11,031,456 +6,219,485 +129%
APP
2
Avantax Planning Partners
Iowa
$135M 4,484,848 -204,760 -4%
Wells Fargo
3
Wells Fargo
California
$123M 4,095,146 +1,774,131 +76%
Morgan Stanley
4
Morgan Stanley
New York
$95.8M 3,181,792 -1,112,759 -26%
KeyBank National Association
5
KeyBank National Association
Ohio
$81.5M 2,707,594 +518,015 +24%
Bank of America
6
Bank of America
North Carolina
$66.9M 2,220,302 +355,791 +19%
VA
7
Valmark Advisers
Ohio
$66.1M 2,196,503 -98,086 -4%
DCM
8
Davidson Capital Management
Texas
$65.1M 2,162,565 +46,186 +2%
LPL Financial
9
LPL Financial
California
$52M 1,728,148 +420,251 +32%
UBS Group
10
UBS Group
Switzerland
$51M 1,694,072 +438,890 +35%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44M 1,461,657 +309,984 +27%
AIM
12
Astor Investment Management
Illinois
$34.1M 1,132,849 +485,441 +75%
CCA
13
Clearwater Capital Advisors
Illinois
$32.7M 1,086,150 -58,266 -5%
TF
14
TIAA FSB
Florida
$32.5M 1,080,283 +864,591 +401%
AA
15
Alesco Advisors
New York
$32.3M 1,074,061 +71,130 +7%
MWA
16
MFA Wealth Advisors
Pennsylvania
$29.7M 984,869 +30,607 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$25.8M 858,080 +24,555 +3%
RA
18
RFG Advisory
Alabama
$25.7M 847,728 -102,648 -11%
APW
19
Aurora Private Wealth
New Jersey
$23.3M 773,051 +60,013 +8%
State Street
20
State Street
Massachusetts
$21.8M 724,544 -380,448 -34%
CM
21
Cornerstone Management
Georgia
$21.8M 723,915 +83,312 +13%
TCM
22
Tradewinds Capital Management
Washington
$21.8M 723,383 +161,629 +29%
AWM
23
AE Wealth Management
Kansas
$21.1M 699,167 +257,818 +58%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.9M 660,799 +21,926 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$19.6M 652,104 +3,954 +0.6%
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