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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
William Blair & Company
251
William Blair & Company
Illinois
$132K -$20.8K -676 -14%
AA
252
Addison Advisors
Vermont
$118K
JWA
253
JFS Wealth Advisors
Pennsylvania
$117K +$924 +30 +0.8%
GSWM
254
Golden State Wealth Management
California
$116K -$94.3K -3,062 -45%
JHCP
255
Jackson Hole Capital Partners
Oklahoma
$100K
LWANC
256
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K
RWM
257
Rialto Wealth Management
New York
$91.1K -$140K -4,540 -61%
CAM
258
Creekmur Asset Management
Illinois
$78.8K
CT
259
Coastline Trust
Rhode Island
$73.7K -$177K -5,750 -71%
IA
260
IFP Advisors
Florida
$72K +$68.9K +2,238 +2,261%
Deutsche Bank
261
Deutsche Bank
Germany
$68.1K
FFWM
262
Future Financial Wealth Management
Ohio
$67.8K
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$67.5K -$6.16K -200 -8%
CB
264
Centennial Bank
Arkansas
$66.2K +$9.7K +315 +17%
AIP
265
Ameritas Investment Partners
Nebraska
$56.1K +$216 +7 +0.4%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$49.3K
CFD
267
Creative Financial Designs
Indiana
$49.3K
ACA
268
Aptus Capital Advisors
Alabama
$46.3K -$10.2K -331 -18%
GFPC
269
Global Financial Private Client
Florida
$44.2K
CAL
270
Capital Analysts LLC
Pennsylvania
$40K +$40K +1,300 New
US Bancorp
271
US Bancorp
Minnesota
$39.5K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$39.5K
MHR
273
Matthew Hamilton Rosenberg
$39.4K
ME
274
McIlrath & Eck
Washington
$35K
GTAM
275
Global Trust Asset Management
Florida
$31.1K

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.