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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.

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
1
Wells Fargo
California
$157M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$29.7M
3
TF
3
TIAA FSB
Florida
$50.2M
4
AIM
4
Astor Investment Management
Illinois
$50.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$43.6M
2
State Street
2
State Street
Massachusetts
$3.34M
3
OIM
3
Orca Investment Management
Oregon
$447K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.15M
5
Bank of America
5
Bank of America
North Carolina
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$330M 10,838,439 -193,017 -2%
Wells Fargo
2
Wells Fargo
California
$157M 5,187,338 +1,092,192 +27%
APP
3
Avantax Planning Partners
Iowa
$133M 4,373,992 -110,856 -2%
Morgan Stanley
4
Morgan Stanley
New York
$92.5M 3,053,890 -127,902 -4%
KeyBank National Association
5
KeyBank National Association
Ohio
$84.5M 2,787,826 +80,232 +3%
VA
6
Valmark Advisers
Ohio
$66.1M 2,180,502 -16,001 -0.7%
Bank of America
7
Bank of America
North Carolina
$57.8M 1,907,587 -312,715 -14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57M 1,879,620 +417,963 +29%
UBS Group
9
UBS Group
Switzerland
$56.1M 1,851,113 +157,041 +9%
TF
10
TIAA FSB
Florida
$50.2M 1,657,014 +576,731 +53%
AIM
11
Astor Investment Management
Illinois
$50.1M 1,654,387 +521,538 +46%
LPL Financial
12
LPL Financial
California
$46.2M 1,525,889 -202,259 -12%
DCM
13
Davidson Capital Management
Texas
$43.6M 1,437,872 -724,693 -34%
Osaic Holdings
14
Osaic Holdings
Arizona
$34.8M 1,146,854 +288,774 +34%
CCA
15
Clearwater Capital Advisors
Illinois
$33.4M 1,100,682 +14,532 +1%
MWA
16
MFA Wealth Advisors
Pennsylvania
$31M 1,022,132 +37,263 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$29.7M 978,896 +718,678 +276%
AWM
18
AE Wealth Management
Kansas
$29.1M 961,608 +262,441 +38%
AA
19
Alesco Advisors
New York
$26M 856,823 -217,238 -20%
RA
20
RFG Advisory
Alabama
$24.2M 799,417 -48,311 -6%
APW
21
Aurora Private Wealth
New Jersey
$24.1M 794,298 +21,247 +3%
TCM
22
Towercrest Capital Management
Pennsylvania
$20.9M 688,552 +27,753 +4%
TCM
23
Tradewinds Capital Management
Washington
$20.6M 679,084 -44,299 -6%
CM
24
Cornerstone Management
Georgia
$18.8M 622,040 -101,875 -14%
CMA
25
Cedar Mountain Advisors
Oregon
$17M 562,333 +74,074 +15%
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