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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
MWM
151
Meridian Wealth Management
Kentucky
$825K -$39.9K -1,298 -5%
OWA
152
Outlook Wealth Advisors
Texas
$812K +$168K +5,458 +26%
AF
153
Allworth Financial
California
$796K -$265K -8,613 -25%
NS
154
NBC Securities
Alabama
$787K -$65.6K -2,132 -8%
GM
155
GeoWealth Management
Illinois
$785K +$787K +25,559 +2,555,900%
IAS
156
Integrity Advisory Solutions
Texas
$758K +$133K +4,310 +21%
OHWP
157
Oak Harbor Wealth Partners
North Carolina
$756K -$56.4K -1,832 -7%
SG
158
StoneX Group
New York
$749K +$233K +7,560 +45%
ECML
159
Eagle Capital Management (Louisiana)
Louisiana
$746K
TWP
160
Triad Wealth Partners
Kansas
$745K +$746K +24,233 New
GS
161
GTS Securities
New York
$716K +$717K +23,295 New
CB
162
Centennial Bank
Arkansas
$715K -$7.42K -241 -1%
CW
163
CreativeOne Wealth
Kansas
$706K +$707K +22,964 New
BSTWA
164
Blake Schutter Theil Wealth Advisors
Ohio
$695K -$1.69K -55 -0.2%
GRP
165
Global Retirement Partners
California
$665K +$86.4K +2,806 +15%
UFA
166
Unify Financial Advisors
Florida
$653K +$654K +21,265 New
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$636K -$58.5K -1,900 -8%
TP
168
TritonPoint Partners
Maryland
$636K +$637K +20,700 New
IAIM
169
International Assets Investment Management
Florida
$620K -$869K -28,233 -58%
Comerica Bank
170
Comerica Bank
Texas
$606K +$253K +8,218 +71%
WA
171
Waverly Advisors
Alabama
$598K +$16.5K +537 +3%
SA
172
Sovran Advisors
California
$588K +$161K +5,243 +38%
DC
173
Davenport & Co
Virginia
$576K +$577K +18,750 New
RPA
174
Rock Point Advisors
Vermont
$576K -$6.16K -200 -1%
Cerity Partners
175
Cerity Partners
New York
$575K +$1.94K +63 +0.3%

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.