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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
SPIA
51
Steward Partners Investment Advisory
New York
$7.3M +$101K +3,279 +1%
CMA
52
Cedar Mountain Advisors
Oregon
$7.24M -$453K -14,721 -6%
HAC
53
Harbor Advisory Corp
New Hampshire
$7.22M -$220K -7,150 -3%
CA
54
Cannon Advisors
North Carolina
$7.03M -$1.72M -55,940 -20%
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$7.02M +$63.2K +2,055 +0.9%
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$6.73M -$4.11M -133,620 -38%
CIA
57
Capital Investment Advisors
Georgia
$6.66M +$1.79M +58,324 +37%
MML Investors Services
58
MML Investors Services
Massachusetts
$6.4M +$16.2K +528 +0.3%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$6.31M +$344K +11,191 +6%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$6.3M +$169K +5,484 +3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5.86M -$970K -31,535 -14%
BWM
62
BCS Wealth Management
Tennessee
$5.85M +$2.67M +86,841 +84%
MFG
63
Merit Financial Group
Georgia
$5.78M -$13.8K -449 -0.2%
EWA
64
EP Wealth Advisors
California
$5.73M +$5.74M +186,497 New
CC
65
Courier Capital
New York
$5.67M -$925K -30,053 -14%
AIM
66
Avity Investment Management
Connecticut
$5.36M +$468K +15,200 +10%
AA
67
Alesco Advisors
New York
$5.32M -$1.48M -48,241 -22%
M
68
MATAURO
New York
$5.27M +$5.28M +171,622 New
HighTower Advisors
69
HighTower Advisors
Illinois
$5.17M -$1.06M -34,592 -17%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$5.03M +$402K +13,047 +9%
Mariner
71
Mariner
Kansas
$4.89M +$1.49M +48,547 +44%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$4.61M +$4.62M +150,005 New
Truist Financial
73
Truist Financial
North Carolina
$4.58M +$43.8K +1,424 +1%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$4.44M -$692K -22,477 -13%
SWA
75
Sax Wealth Advisors
New Jersey
$4.31M +$4.11M +133,609 +2,024%

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.