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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
CA
51
Cannon Advisors
North Carolina
$7.97M +$143K +4,644 +2%
PAG
52
Private Advisor Group
New Jersey
$7.96M -$1.08M -35,055 -12%
CMA
53
Cedar Mountain Advisors
Oregon
$7.87M +$1.32K +43 +0%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$7.67M +$289K +9,423 +4%
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$7.59M +$114K +3,700 +2%
CA
56
Calton & Associates
Florida
$7.59M +$651K +21,211 +9%
AF
57
Allworth Financial
California
$7.54M -$2.32M -75,485 -24%
AssetMark Inc
58
AssetMark Inc
California
$7.43M -$4.17M -135,796 -36%
HAC
59
Harbor Advisory Corp
New Hampshire
$7.38M -$230K -7,500 -3%
AA
60
Alesco Advisors
New York
$7.19M -$416K -13,564 -5%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.11M +$3.68M +119,882 +108%
JP Morgan Chase
62
JP Morgan Chase
New York
$7.01M +$1.66M +54,222 +31%
SPIA
63
Steward Partners Investment Advisory
New York
$6.96M +$51.1K +1,664 +0.7%
CC
64
Courier Capital
New York
$6.85M -$52.2K -1,702 -0.8%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.63M +$148K +4,819 +2%
BMD
66
Better Money Decisions
New Mexico
$6.4M +$497K +16,185 +8%
RFO
67
RiverGlades Family Offices
Florida
$6.05M +$458K +14,917 +8%
MFG
68
Merit Financial Group
Georgia
$5.8M +$1.14M +37,251 +25%
MML Investors Services
69
MML Investors Services
Massachusetts
$5.75M -$1.01M -32,898 -15%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$5.66M -$340K -11,067 -6%
CIA
71
Capital Investment Advisors
Georgia
$4.92M -$456K -14,867 -9%
AIM
72
Avity Investment Management
Connecticut
$4.39M +$655K +21,358 +18%
HPC
73
Hobart Private Capital
North Carolina
$4.32M -$408K -13,295 -9%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$4.24M -$1.65M -53,917 -28%
EGA
75
Eagle Global Advisors
Texas
$3.94M -$98.8K -3,220 -2%

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.