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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
GWS
276
Greykasell Wealth Strategies
California
$30.1K +$30.1K +978 New
CA
277
CoreCap Advisors
Michigan
$27.4K +$1.48K +48 +6%
1IA
278
1620 Investment Advisors
Massachusetts
$26.9K -$2.99K -97 -10%
CT
279
Clearstead Trust
Maine
$25K
WT
280
Washington Trust
Rhode Island
$25K +$24.9K +810 New
TFA
281
Toth Financial Advisory
Virginia
$24.8K
MG
282
Mather Group
Illinois
$23.7K
MCM
283
MAI Capital Management
Ohio
$23.7K
HNW
284
High Note Wealth
Minnesota
$21.5K
HCM
285
Hollencrest Capital Management
California
$19.5K
FF
286
Friedenthal Financial
New Jersey
$19.4K +$1.14K +37 +6%
FGAM
287
Financial Gravity Asset Management
Texas
$19K +$18.9K +615 New
BIA
288
Bell Investment Advisors
California
$18.8K
CSC
289
Caldwell Sutter Capital
California
$17.3K
FPF
290
First Pacific Financial
Washington
$16.1K +$16.1K +522 New
DRP
291
Decker Retirement Planning
Utah
$16K -$9.09K -295 -36%
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$15K
FHA
293
First Horizon Advisors
Tennessee
$12.3K
Fidelity Investments
294
Fidelity Investments
Massachusetts
$11.6K -$1.91K -62 -14%
NEWAS
295
N.E.W. Advisory Services
Wisconsin
$11.4K +$11.4K +371 New
BONH
296
Bank of New Hampshire
New Hampshire
$10.8K
AG
297
AmeriFlex Group
Nevada
$10.5K
SS
298
SBI Securities
Japan
$9.74K +$2.06K +67 +27%
SWM
299
Spire Wealth Management
Virginia
$9.59K +$6.16K +200 +180%
Russell Investments Group
300
Russell Investments Group
United Kingdom
$9.37K +$9.36K +304 New

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.