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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
CFFP
301
Center for Financial Planning
Michigan
$9K
Citigroup
302
Citigroup
New York
$8.48K
RIA
303
Realta Investment Advisors
Delaware
$7.32K -$2.74K -89 -27%
AWM
304
AllSquare Wealth Management
New York
$6.16K
AWM
305
Angeles Wealth Management
California
$4.96K
HNB
306
Huntington National Bank
Ohio
$4.19K
PWMG
307
Prestige Wealth Management Group
New Jersey
$4.01K
RBC
308
Roble Belko & Company
Pennsylvania
$4K -$4K -130 -50%
TFA
309
Transamerica Financial Advisors
Florida
$4K
GM
310
GeoWealth Management
Illinois
$2.67K -$216 -7 -7%
MWA
311
Medallion Wealth Advisors
Connecticut
$2.47K
LWMI
312
Legacy Wealth Management (Idaho)
Idaho
$2.04K
WWM
313
Wolff Wiese Magana
California
$1.97K +$1.97K +64 New
PA
314
Parallel Advisors
California
$986 -$4.13K -134 -81%
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$986
RWPA
316
Richard W. Paul & Associates
Michigan
$925
NMG
317
New Millennium Group
Utah
$671
TRCT
318
Tower Research Capital (TRC)
New York
$493 -$2.13K -69 -81%
Q1WB
319
Quest 10 Wealth Builders
Virginia
$376
FDW
320
Fourth Dimension Wealth
Ohio
$216
T
321
Transce3nd
Texas
$185 -$7.55K -245 -98%
VFA
322
Values First Advisors
Tennessee
$171
LC
323
Lindbrook Capital
California
$18
S
324
Sachetta
Massachusetts
$1
FAG
325
Fortitude Advisory Group
Washington
-$6.35M -206,571 Closed

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.