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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

339 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $314K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

5% more funds holding

Funds holding: 322339 (+17)

0.51% less ownership

Funds ownership: 61.32%60.81% (-0.51%)

3% less capital invested

Capital invested by funds: $1.72B → $1.67B (-$46.8M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 131

Holders
339
Holders Change
+17
Holders Change %
+5.28%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
37
Increased
109
Reduced
131
Closed
18
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
StoneX Group
New York
$517K +$304K +9,891 +144%
LFA
177
Laraway Financial Advisors
Minnesota
$514K
VWM
178
Vermillion Wealth Management
Minnesota
$493K +$45.4K +1,479 +10%
CMMS
179
Comprehensive Money Management Services
Florida
$487K -$19.6K -640 -4%
RFP
180
Root Financial Partners
California
$481K -$20.7K -673 -4%
DJSG
181
D.J. St. Germain
Massachusetts
$481K -$43K -1,400 -8%
GC
182
Guidance Capital
Kentucky
$475K
TC
183
Trilogy Capital
California
$458K +$120K +3,901 +36%
SWP
184
Strategic Wealth Partners
Ohio
$455K +$453K +14,747 New
APP
185
Avantax Planning Partners
Iowa
$451K -$137K -4,460 -23%
TA
186
TruWealth Advisors
Louisiana
$448K +$165K +5,386 +59%
VIM
187
Vista Investment Management
Pennsylvania
$445K +$56.7K +1,849 +15%
Comerica Bank
188
Comerica Bank
Texas
$437K +$73.7K +2,403 +20%
MIM
189
MTM Investment Management
South Carolina
$413K +$7.95K +259 +2%
NAM
190
NTV Asset Management
West Virginia
$403K -$30.7K -1,000 -7%
RWIA
191
Roger Wittlin Investment Advisory
California
$402K -$162K -5,280 -29%
TA
192
Tactive Advisors
Florida
$401K +$399K +13,011 New
SC
193
Sykon Capital
New York
$388K -$9.09M -296,365 -96%
SWM
194
Silverlake Wealth Management
Vermont
$383K +$21.6K +705 +6%
IA
195
IFG Advisory
Georgia
$382K -$26.4K -861 -7%
HF
196
HRT Financial
New York
$381K +$380K +12,382 New
NFG
197
Nations Financial Group
Iowa
$365K -$32.5K -1,060 -8%
LCM
198
Lunt Capital Management
Utah
$364K +$17.6K +575 +5%
LMKC
199
L.M. Kohn & Company
Ohio
$359K -$184 -6 -0.1%
CPL
200
CAP Partners LLC
Tennessee
$359K +$737 +24 +0.2%

FLRN Hedge Fund Activity: Q2 2025 in Review

339 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q2 2025, worth a combined $1.67B — down 2.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FLRN positions and 18 closed out — a net gain of 19 holders — while 109 added to existing stakes and 131 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $71.4M.

  • 339 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q2 2025, up from 322 in Q1 2025.
  • Funds reported $1.67B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $40.5M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.