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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
201
Mosley Wealth Management
California
$389K +$389K +12,631 New
SC
202
Scotia Capital
Ontario, Canada
$385K -$99.6K -3,235 -21%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$385K +$50.5K +1,642 +15%
SWM
204
Silverlake Wealth Management
Vermont
$383K +$431 +14 +0.1%
Stifel Financial
205
Stifel Financial
Missouri
$378K +$66.8K +2,171 +21%
BFG
206
Bleakley Financial Group
New Jersey
$373K +$56.6K +1,838 +18%
LCM
207
Lunt Capital Management
Utah
$371K +$7.66K +249 +2%
OWA
208
Octavia Wealth Advisors
Ohio
$368K
CPL
209
CAP Partners LLC
Tennessee
$353K +$6.34K +206 +2%
DJSG
210
D.J. St. Germain
Massachusetts
$351K -$88.3K -2,870 -20%
IAN
211
Integrated Advisors Network
Texas
$349K -$96K -3,118 -22%
RWB
212
RMR Wealth Builders
New Jersey
$346K -$25.2K -818 -7%
IA
213
IFG Advisory
Georgia
$345K
1L
214
10Elms LLP
Oklahoma
$342K
MA
215
MCF Advisors
Kentucky
$337K -$13.1K -427 -4%
VFS
216
Valpey Financial Services
New Hampshire
$334K +$22.8K +742 +7%
ATPW
217
Ashton Thomas Private Wealth
Arizona
$334K +$1.78K +58 +0.5%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$329K -$27.9K -907 -8%
BAMG
219
Brand Asset Management Group
Missouri
$322K -$5.51K -179 -2%
VIM
220
Vista Investment Management
Pennsylvania
$321K +$80.8K +2,625 +34%
VIP
221
Vantage Investment Partners
Missouri
$319K
CI
222
CacheTech Inc
Utah
$313K +$314K +10,196 New
VWM
223
Vermillion Wealth Management
Minnesota
$311K -$80.5K -2,617 -21%
OFG
224
Opulen Financial Group
Virginia
$310K +$4.49K +146 +1%
SAM
225
Synergy Asset Management
Washington
$307K -$615K -20,000 -67%

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.