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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

339 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $314K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

5% more funds holding

Funds holding: 322339 (+17)

0.51% less ownership

Funds ownership: 61.32%60.81% (-0.51%)

3% less capital invested

Capital invested by funds: $1.72B → $1.67B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
339
Holders Change
+17
Holders Change %
+5.28%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
37
Increased
109
Reduced
131
Closed
18
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$19.5M +$1.99M +64,982 +11%
AWMG
27
Alliance Wealth Management Group
New Jersey
$18.9M -$1.67M -54,366 -8%
WMG
28
WESCAP Management Group
California
$18.9M +$839K +27,352 +5%
UBS Group
29
UBS Group
Switzerland
$17.1M -$1.89M -61,661 -10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.8M +$265K +8,643 +2%
PFT
31
Providence First Trust
Arizona
$15.3M -$179K -5,840 -1%
FFA
32
Farther Finance Advisors
California
$14.6M +$11M +357,518 +308%
PIM
33
Penobscot Investment Management
Massachusetts
$14.6M +$2.84M +92,480 +24%
AP
34
Appleton Partners
Massachusetts
$13.6M -$847K -27,613 -6%
WH
35
Whitcomb & Hess
Ohio
$12.7M +$254K +8,291 +2%
PCIA
36
Prime Capital Investment Advisors
Kansas
$12.6M -$43K -1,400 -0.3%
CTWM
37
Cherry Tree Wealth Management
Minnesota
$12.4M +$58.4K +1,903 +0.5%
RA
38
RFG Advisory
Alabama
$12M +$2.31M +75,208 +24%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$11.5M +$769K +25,074 +7%
BWM
40
Buska Wealth Management
Wisconsin
$11.1M +$1.97M +64,309 +22%
Jane Street
41
Jane Street
New York
$10.7M +$10.6M +346,368 New
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$10.6M +$1.1M +35,812 +12%
PCM
43
Parsons Capital Management
Rhode Island
$10.2M +$246K +8,016 +2%
AFM
44
Aspetuck Financial Management
Connecticut
$10M -$23.5K -765 -0.2%
DIA
45
Dean Investment Associates
Ohio
$8.9M +$174K +5,657 +2%
FFG
46
Fiduciary Financial Group
California
$8.3M +$491K +16,003 +6%
OWA
47
Outlook Wealth Advisors
Texas
$8.3M +$127K +4,146 +2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$8.09M +$260K +8,472 +3%
CAS
49
Coppell Advisory Solutions
Texas
$8.07M +$1.26M +40,934 +19%
IA
50
Integrity Alliance
Iowa
$7.98M -$4.6M -149,843 -37%

FLRN Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2025, worth a combined $1.67B — down 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FLRN positions and 18 closed out — a net gain of 19 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $71.4M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $1.67B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $40.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.