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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.72B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 91

13% more call options, than puts

Call options by funds: $740K | Put options by funds: $656K

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$169M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

2% less funds holding

Funds holding: 329322 (-7)

2.3% less ownership

Funds ownership: 63.62%61.32% (-2.3%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
322
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
132
Reduced
91
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
151
Beacon Financial Group
Texas
$744K -$4.62M -149,926 -86%
Corient Private Wealth
152
Corient Private Wealth
Florida
$742K -$73.3K -2,381 -9%
TC
153
TownSquare Capital
Utah
$715K -$14K -454 -2%
BSTWA
154
Blake Schutter Theil Wealth Advisors
Ohio
$699K
MWM
155
Modera Wealth Management
New Jersey
$661K +$1.02K +33 +0.2%
TW
156
TritonPoint Wealth
Maryland
$638K
CCM
157
Crabel Capital Management
California
$634K +$405K +13,154 +177%
QAM
158
Q3 Asset Management
Michigan
$634K +$634K +20,600 New
OC
159
Oppenheimer & Co
New York
$633K
AI
160
Auour Investments
Massachusetts
$630K +$348K +11,298 +123%
CWM
161
Congress Wealth Management
Massachusetts
$616K +$616K +20,000 New
LCAM
162
London & Capital Asset Management
United Kingdom
$612K
APP
163
Avantax Planning Partners
Iowa
$588K -$400 -13 -0.1%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$580K +$13.2K +430 +2%
Cerity Partners
165
Cerity Partners
New York
$572K +$25.7K +834 +5%
WI
166
WBI Investments
New Jersey
$570K +$569K +18,489 New
RWIA
167
Roger Wittlin Investment Advisory
California
$565K -$95.3K -3,094 -14%
ET
168
Equitable Trust
Tennessee
$557K -$11.6K -375 -2%
AWM
169
Avior Wealth Management
Nebraska
$553K -$10.7K -349 -2%
RPA
170
Rock Point Advisors
Vermont
$547K +$1.85K +60 +0.3%
WA
171
Waverly Advisors
Alabama
$546K +$60.1K +1,951 +12%
LWM
172
Liberty Wealth Management
California
$545K +$126K +4,091 +30%
DJSG
173
D.J. St. Germain
Massachusetts
$524K -$2.05M -66,710 -80%
LFA
174
Laraway Financial Advisors
Minnesota
$514K
IFG
175
Independent Financial Group
California
$512K +$79.2K +2,573 +18%

FLRN Hedge Fund Activity: Q1 2025 in Review

322 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q1 2025, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLRN positions and 31 closed out — a net gain of 1 holder — while 132 added to existing stakes and 91 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $28.4M. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $6.35M sold.

  • 322 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $1.72B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q1 2025 and 31 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q1 2025 was IHT Wealth Management, an estimated $28.4M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q1 2025 was Fortitude Advisory Group, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2025.