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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
SPFA
201
Summit Place Financial Advisors
New Jersey
$327K
VIP
202
Vantage Investment Partners
Missouri
$319K
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$319K +$57.4K +1,862 +22%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$315K -$1.82K -59 -0.6%
BFG
205
Bleakley Financial Group
New Jersey
$314K +$2.28K +74 +0.7%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$311K -$83K -2,696 -21%
CCG
207
Chatham Capital Group
Georgia
$308K
SAM
208
Synergy Asset Management
Washington
$308K +$308K +10,000 New
FW
209
FullCircle Wealth
Texas
$307K
KBFS
210
Kohmann Bosshard Financial Services
Ohio
$306K -$151K -4,901 -33%
WAM
211
Worth Asset Management
Texas
$302K +$301K +9,785 New
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$300K -$92.8K -3,014 -24%
BHA
213
Beech Hill Advisors
New York
$288K -$9.39K -305 -3%
PWM
214
Perigon Wealth Management
California
$285K +$68.4K +2,222 +32%
TA
215
TruWealth Advisors
Louisiana
$282K +$12K +389 +4%
RWM
216
Revisor Wealth Management
Ohio
$279K +$279K +9,050 New
KOC
217
Koss-Olinger Consulting
Florida
$278K +$278K +9,017 New
CCG
218
Ceeto Capital Group
Florida
$277K
AI
219
Atria Investments
North Carolina
$275K +$275K +8,935 New
ATPW
220
Ashton Thomas Private Wealth
Arizona
$273K -$123K -4,003 -31%
Northern Trust
221
Northern Trust
Illinois
$263K +$262K +8,522 New
GPW
222
Genesis Private Wealth
Virginia
$263K -$26.2K -851 -9%
LCGC
223
Legacy Capital Group California
California
$260K -$9.05K -294 -3%
P
224
&Partners
Tennessee
$257K -$118K -3,846 -32%
NGA
225
Naples Global Advisors
Florida
$256K

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.