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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
AOWM
101
Asset One Wealth Management
Washington
$2.17M +$2.17M +70,399 New
PWA
102
Perspective Wealth Advisors
Colorado
$2M +$2M +65,029 New
FIA
103
Foundations Investment Advisors
Arizona
$1.94M +$859K +27,901 +79%
NA
104
NewEdge Advisors
Louisiana
$1.93M +$1.93M +62,832 New
EH
105
Equitable Holdings
New York
$1.9M -$32.2K -1,046 -2%
HH
106
Hilltop Holdings
Texas
$1.82M +$350K +11,357 +24%
FFG
107
Fortune Financial Group
Florida
$1.82M +$1.44M +46,781 New
FHA
108
Flagship Harbor Advisors
Massachusetts
$1.76M +$96.7K +3,143 +6%
AWM
109
AE Wealth Management
Kansas
$1.72M +$1.3M +42,089 +300%
TCM
110
Tradewinds Capital Management
Washington
$1.53M +$22.3K +723 +1%
EFG
111
Ethos Financial Group
Pennsylvania
$1.45M -$33.1K -1,075 -2%
MA
112
McBroom & Associates
Nevada
$1.45M +$85.8K +2,789 +6%
CBT
113
Crews Bank & Trust
Florida
$1.4M -$22K -715 -2%
HPM
114
Hudson Portfolio Management
New York
$1.35M -$23.5K -765 -2%
PS
115
Principal Securities
Iowa
$1.29M -$43.9K -1,426 -3%
CTA
116
Chesley Taft & Associates
Illinois
$1.26M +$12.3K +400 +1%
PFA
117
Portland Financial Advisors
New York
$1.26M +$12.6K +408 +1%
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.25M +$640K +20,791 +105%
KAS
119
Kestra Advisory Services
Texas
$1.25M +$305K +9,899 +32%
CFO
120
CVA Family Office
Colorado
$1.23M +$2.71K +88 +0.2%
FCIM
121
Fairview Capital Investment Management
California
$1.18M
GWM
122
Geneos Wealth Management
Colorado
$1.18M +$150K +4,863 +15%
VCP
123
Verus Capital Partners
Arizona
$1.14M +$1.14M +36,941 New
GIA
124
Gladstone Institutional Advisory
Florida
$1.13M +$476K +15,453 +72%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1.09M +$89.7K +2,916 +9%

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.