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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
226
Miracle Mile Advisors
California
$252K +$308 +10 +0.1%
RWB
227
RMR Wealth Builders
New Jersey
$250K -$47.1K -1,530 -16%
GWM
228
GSB Wealth Management
Connecticut
$250K -$412K -13,380 -62%
HPBT
229
Hickory Point Bank & Trust
Illinois
$243K +$12.1K +392 +5%
SWA
230
Sax Wealth Advisors
New Jersey
$234K +$233K +7,579 New
CPRC
231
Consolidated Portfolio Review Corp
New York
$230K -$22.3K -725 -9%
CSP
232
Cary Street Partners
Virginia
$229K +$229K +7,430 New
SB
233
Strategic Blueprint
Georgia
$223K +$223K +7,243 New
EH
234
Equitable Holdings
New York
$221K +$13.1K +425 +6%
IHWM
235
Iron Horse Wealth Management
Iowa
$220K -$21.6K -700 -9%
SA
236
Sanctuary Advisors
Indiana
$218K -$9.92K -322 -4%
FIM
237
Freedom Investment Management
Connecticut
$218K +$218K +7,069 New
MPCL
238
My Personal CFO LLC
Washington
$216K +$216K +7,000 New
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$213K +$26.5K +860 +14%
SG
240
StoneX Group
New York
$212K +$212K +6,877 New
HAS
241
HBW Advisory Services
California
$211K +$211K +6,861 New
MA
242
Montag & Associates
Georgia
$210K
GS
243
GTS Securities
New York
$207K +$207K +6,731 New
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$206K +$206K +6,674 New
BPA
245
Beacon Pointe Advisors
California
$204K +$204K +6,635 New
BEI
246
Benjamin Edwards Inc
Missouri
$201K -$454K -14,750 -69%
CIAS
247
Capital Investment Advisory Services
North Carolina
$182K
NB
248
NBT Bank
New York
$162K
AWM
249
AE Wealth Management
Kansas
$161K +$116K +3,760 +255%
CT
250
Caldwell Trust
Florida
$141K

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.