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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

346 hedge funds and large institutions have $1.75B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 130 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

41% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 92

5% more funds holding

Funds holding: 328346 (+18)

0.08% more ownership

Funds ownership: 65.23%65.31% (+0.08%)

1% less capital invested

Capital invested by funds: $1.76B → $1.75B (-$10.2M)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
346
Holders Change
+18
Holders Change %
+5.49%
% of All Funds
4.21%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.21%
New
61
Increased
130
Reduced
92
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$18M -$5.42M -175,980 -23%
PIM
27
Penobscot Investment Management
Massachusetts
$17.6M +$1.92M +62,380 +12%
IWM
28
IHT Wealth Management
Illinois
$15.5M -$2.54M -82,523 -14%
PFT
29
Providence First Trust
Arizona
$15.5M -$70.7K -2,296 -0.5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.5M +$56.3K +1,828 +0.4%
WH
31
Whitcomb & Hess
Ohio
$15.5M +$1.59M +51,507 +11%
AP
32
Appleton Partners
Massachusetts
$14.7M +$956K +31,049 +7%
UBS Group
33
UBS Group
Switzerland
$13.8M -$768K -24,971 -5%
PCIA
34
Prime Capital Investment Advisors
Kansas
$13.4M +$325K +10,575 +2%
CTWM
35
Cherry Tree Wealth Management
Minnesota
$13.1M +$301K +9,778 +2%
RA
36
RFG Advisory
Alabama
$12.3M +$744K +24,186 +6%
BCMIO
37
Beacon Capital Management Inc (Ohio)
Ohio
$12.2M +$12.2M +396,507 +141,610%
PCM
38
Parsons Capital Management
Rhode Island
$11.6M +$1.05M +34,046 +10%
CAS
39
Coppell Advisory Solutions
Texas
$11.4M +$1.65M +53,713 +17%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$10.4M +$654K +21,242 +7%
AFM
41
Aspetuck Financial Management
Connecticut
$9.7M -$242K -7,864 -2%
CA
42
Calton & Associates
Florida
$9.43M +$480K +15,612 +5%
IA
43
Integrity Alliance
Iowa
$9.31M -$121K -3,919 -1%
FFG
44
Fiduciary Financial Group
California
$9.13M +$356K +11,553 +4%
DIA
45
Dean Investment Associates
Ohio
$8.95M -$42.5K -1,382 -0.5%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$8.85M -$20.9M -679,786 -70%
PAG
47
Private Advisor Group
New Jersey
$8.26M +$359K +11,672 +5%
JP Morgan Chase
48
JP Morgan Chase
New York
$7.63M -$32.5M -1,057,669 -81%
LEA
49
Legacy Edge Advisors
New York
$7.54M +$7.55M +245,478 New
BWM
50
Buska Wealth Management
Wisconsin
$7.45M -$2.41M -78,248 -24%

FLRN Hedge Fund Activity: Q4 2025 in Review

346 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2025, worth a combined $1.75B — down 0.58% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new FLRN positions and 34 closed out — a net gain of 27 holders — while 130 added to existing stakes and 92 trimmed.

The largest buyer was Wells Fargo, adding an estimated $29M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $36.2M sold.

  • 346 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2025, up from 328 in Q3 2025.
  • Funds reported $1.75B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2025, down 0.58% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2025 and 34 closed out, a net change of +27 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2025 was Wells Fargo, an estimated $29M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2025 was Renaissance Technologies, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2025.