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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
AI
76
Atria Investments
North Carolina
$4.21M +$3.79M +123,281 +908%
EGA
77
Eagle Global Advisors
Texas
$4.15M +$220K +7,153 +6%
SFS
78
Sowell Financial Services
Arkansas
$3.98M +$3.48K +113 +0.1%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$3.96M -$485K -15,762 -11%
GCM
80
Generation Capital Management
New York
$3.86M +$409K +13,299 +12%
TB
81
Terril Brothers
Missouri
$3.85M
AWM
82
Aries Wealth Management
Maine
$3.79M +$262K +8,523 +7%
MA
83
MONECO Advisors
Connecticut
$3.71M +$62.3K +2,023 +2%
JSA
84
Jacobson & Schmitt Advisors
Wisconsin
$3.61M +$184K +5,990 +5%
Creative Planning
85
Creative Planning
Kansas
$3.43M -$158K -5,140 -4%
EF
86
Empowered Funds
Pennsylvania
$3.23M +$451K +14,652 +16%
KPWS
87
Kestra Private Wealth Services
Texas
$3.22M +$56.4K +1,833 +2%
GWM
88
Gilpin Wealth Management
Colorado
$3.21M +$3.21M +104,341 New
TIP
89
Tandem Investment Partners
New Jersey
$3.15M +$28.5K +925 +0.9%
MFG
90
Macco Financial Group
Wisconsin
$3.13M +$3.13M +101,870 New
LCGC
91
Legacy Capital Group California
California
$3.04M +$2.81M +91,242 +1,171%
HPC
92
Hobart Private Capital
North Carolina
$2.98M +$241K +7,828 +9%
GC
93
Gould Capital
Washington
$2.96M -$14.1K -457 -0.5%
PA
94
PFG Advisors
Arizona
$2.88M +$244K +7,944 +9%
WFA
95
Websterrogers Financial Advisors
South Carolina
$2.83M +$152K +4,923 +6%
HFS
96
Horizon Financial Services
North Carolina
$2.68M +$340K +11,039 +14%
GC
97
Guggenheim Capital
Illinois
$2.6M +$174K +5,656 +7%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$2.42M
CTC
99
Central Trust Company
Missouri
$2.31M -$698K -22,672 -23%
CFG
100
Carr Financial Group
Massachusetts
$2.31M +$159K +5,170 +7%

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.