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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
CMMS
176
Comprehensive Money Management Services
Florida
$507K +$33.9K +1,100 +7%
RFP
177
Root Financial Partners
California
$501K
GC
178
Guidance Capital
Kentucky
$474K
BAM
179
Belpointe Asset Management
Nevada
$451K +$21.1K +685 +5%
VWM
180
Vermillion Wealth Management
Minnesota
$447K +$297K +9,641 +199%
GSEP
181
Golden State Equity Partners
California
$441K +$215K +6,988 +96%
NAM
182
NTV Asset Management
West Virginia
$434K
CPSAC
183
Chas P. Smith & Associates (CPS)
Florida
$409K -$7.08K -230 -2%
IA
184
IFG Advisory
Georgia
$408K +$48.3K +1,568 +13%
MIM
185
MTM Investment Management
South Carolina
$404K +$1.57K +51 +0.4%
NFG
186
Nations Financial Group
Iowa
$397K -$99.3K -3,223 -20%
VIM
187
Vista Investment Management
Pennsylvania
$388K -$188K -6,110 -33%
OWA
188
Octavia Wealth Advisors
Ohio
$369K
Comerica Bank
189
Comerica Bank
Texas
$363K -$180K -5,837 -33%
SWM
190
Silverlake Wealth Management
Vermont
$361K +$308 +10 +0.1%
LMKC
191
L.M. Kohn & Company
Ohio
$359K -$862 -28 -0.2%
CPL
192
CAP Partners LLC
Tennessee
$358K +$104K +3,375 +41%
OFG
193
Opulen Financial Group
Virginia
$355K +$6.16K +200 +2%
1L
194
10Elms LLP
Oklahoma
$349K -$3.14K -102 -0.9%
PTC
195
Private Trust Company
Ohio
$348K -$11.6K -375 -3%
MA
196
MCF Advisors
Kentucky
$346K +$1.63K +53 +0.5%
LCM
197
Lunt Capital Management
Utah
$346K +$3.97K +129 +1%
TC
198
Trilogy Capital
California
$337K +$337K +10,946 New
OIA
199
OneDigital Investment Advisors
Kansas
$337K -$192K -6,222 -36%
IAN
200
Integrated Advisors Network
Texas
$336K +$336K +10,909 New

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.