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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
FA
326
Forefront Analytics
Pennsylvania
-$4.92M -160,008 Closed
AA
327
Armis Advisers
Georgia
-$3.35M -109,041 Closed
Goldman Sachs
328
Goldman Sachs
New York
-$2M -64,924 Closed
CJ
329
Caitlin John
Michigan
-$1.17M -38,015 Closed
OMC
330
Old Mission Capital
Illinois
-$780K -25,378 Closed
JWCA
331
J.W. Cole Advisors
Florida
-$658K -21,401 Closed
EWA
332
EverSource Wealth Advisors
Alabama
-$446K -14,519 Closed
IAA
333
Independent Advisor Alliance
North Carolina
-$372K -12,103 Closed
NCFG
334
New Century Financial Group
New Jersey
-$349K -11,343 Closed
WCP
335
Wealthcare Capital Partners
Pennsylvania
-$344K -11,206 Closed
WAP
336
Wealthcare Advisory Partners
Pennsylvania
-$289K -9,419 Closed
PAS
337
Park Avenue Securities
New York
-$265K -8,625 Closed
BCI
338
Brinker Capital Investments
Pennsylvania
-$226K -7,338 Closed
OPS
339
Orion Portfolio Solutions
Nebraska
-$226K -7,338 Closed
GGS
340
Galvin Gaustad & Stein
Arizona
-$224K -7,275 Closed
AFG
341
Atomi Financial Group
New York
-$220K -7,174 Closed
CPWA
342
Cerro Pacific Wealth Advisors
California
-$212K -6,865 Closed
AP
343
Adero Partners
California
-$202K -6,576 Closed
CFGS
344
Concourse Financial Group Securities
Alabama
-$32.3K -1,047 Closed
SL
345
Salomon & Ludwin
Virginia
-$25.2K -820 Closed
AFG
346
Albion Financial Group
Utah
-$12.3K -400 Closed
MRP
347
Measured Risk Portfolios
California
-$9.77K -318 Closed
BSB
348
Bangor Savings Bank
Maine
-$8.48K -276 Closed
NA
349
NewEdge Advisors
Louisiana
-$5.46K -178 Closed
GWMI
350
Guardian Wealth Management (Illinois)
Illinois
-$3.52K -115 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.