SPDR Bloomberg Investment Grade Floating Rate ETF

FLRN • ARCA

SPDR Bloomberg Investment Grade Floating Rate ETF is an exchange-traded fund on ARCA. As of Q3 2025, 320 institutional investors hold shares in this ETF, with total holdings valued at $1.8B. Wealthfront Advisers LLC is the largest holder with a position valued at $126.1M.

Overview

Overview of institutional ownership in FLRN as of Q3 2025

All Institutions

Institutions: 320
Value Held: $1.8B
Shares Held: 56.8M
Avg Position: $5.5M
Median Position: $580.1K

Hedge Funds

Hedge Funds: 4
Value Held: $41.5M
Shares Held: 1.3M
Avg Position: $10.4M
Median Position: $2.4M

Biggest Investors

Institutions with the largest positions in FLRN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$126.1M 0.30% of portfolio	4.1M shares	Q2 2022 Held for 3y 5m	$42.6B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$116.1M 0.03% of portfolio	3.8M shares	Q4 2013 Held for 11y 11m	$433.11B
L LPL Financial LLC Institution	-	$69.3M 0.02% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$60.6M 0.00% of portfolio	2.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
R ROYAL BANK OF CANADA Institution	-	$59.0M 0.01% of portfolio	1.9M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$57.0M 0.00% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	Naim (Nmn) Abou-Jaoude CEO	$48.4M 0.44% of portfolio	1.6M shares	Q2 2022 Held for 3y 5m	$11.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$46.3M 0.01% of portfolio	1.5M shares	Q2 2017 Held for 8y 5m	$488.50B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$41.4M 0.01% of portfolio	1.3M shares	Q3 2015 Held for 10y 2m	$341.99B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$40.3M 0.00% of portfolio	1.3M shares	Q1 2017 Held for 8y 8m	$1.56T

Net Capital Flow

Institutional buying and selling activity for FLRN in Q3 2025

Traded: +$109.7M
Buyers: 160
Sellers: 132
Total Bought: +$196.7M
Total Sold: −$87.0M
Avg Position: $5.0M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$33.3M +1.1M shares	$40.3M 1.3M shares
Wright Fund Managment, LLC Long Only Manager	+$25.8M +835.1K shares	$25.8M 835.1K shares
Wealthfront Advisers LLC RIA/Wealth	+$22.6M +731.1K shares	$126.1M 4.1M shares
R ROYAL BANK OF CANADA Institution	+$12.5M +404.5K shares	$59.0M 1.9M shares
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	+$8.7M +281.9K shares	$48.4M 1.6M shares
Farther Finance Advisors, LLC RIA/Wealth	+$8.1M +261.6K shares	$22.7M 735.3K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	+$7.7M +249.8K shares	$29.9M 967.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$7.0M +227.7K shares	$41.4M 1.3M shares
WELLS FARGO & COMPANY/MN Institution	+$6.4M +208.8K shares	$46.3M 1.5M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$3.5M +113.2K shares	$23.0M 746.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$14.7M −475.3K shares	$36.2M 1.2M shares
Hanson McClain, Inc. RIA/Wealth	−$6.5M −210.0K shares	$1.1M 34.5K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$5.7M −184.5K shares	$1.7M 56.5K shares
AMERIPRISE FINANCIAL INC Institution	−$5.6M −181.4K shares	$116.1M 3.8M shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$5.3M −172.7K shares	$6.2M 199.4K shares
STATE STREET CORP Institution	−$4.5M −145.9K shares	$28.9M 937.6K shares
T Tower Research Capital LLC Institution	−$3.2M −104.7K shares	Sold Off 0 shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$3.1M −100.1K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$2.7M −88.9K shares	$57.0M 1.8M shares
Sovran Advisors, LLC RIA/Wealth	−$2.5M −81.1K shares	$426.9K 13.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FLRN in Q3 2025

New Positions: 13
New Value: $6.3M
Exited Positions: 32
Exited Value: $13.1M

New Positions

Institution	Position Value
Forefront Wealth Partners, LLC RIA/Wealth	$3.5M 112.3K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$628.6K 20.4K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$628.6K 20.4K shares
Integrated Investment Consultants, LLC RIA/Wealth	$484.4K 15.7K shares
BRIGHTON JONES LLC RIA/Wealth	$391.1K 12.7K shares
Brand Asset Management Group, Inc. RIA/Wealth	$329.0K 10.7K shares
V Vise Technologies, Inc. Institution	$293.4K 9.5K shares
G Gen-Wealth Partners Inc Institution	$15.2K 492.0 shares
Painted Porch Advisors LLC RIA/Wealth	$13.4K 433.0 shares
Westfuller Advisors, LLC RIA/Wealth	$6.4K 207.0 shares

Exited Positions

Institution	Previous Position
T Tower Research Capital LLC Institution	$3.2M 104.7K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$3.1M 100.1K shares
Financial Advocates Investment Management RIA/Wealth	$908.8K 29.5K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$714.7K 23.2K shares
London & Capital Asset Management Ltd Digital Asset Manager	$612.3K 19.9K shares
TruWealth Advisors, LLC RIA/Wealth	$448.1K 14.5K shares
H HRT FINANCIAL LLC Institution	$381.7K 12.4K shares
L.M. KOHN & COMPANY RIA/Wealth	$359.2K 11.7K shares
Advisor Resource Council RIA/Wealth	$301.3K 9.8K shares
C Colony Group, LLC Institution	$298.5K 9.7K shares

Options Activity

Institutions with the largest Call and Put options positions in FLRN as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with FLRN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Curbstone Financial Management Corp RIA/Wealth	Thomas Mott Iv Lewry President	7.13% $37.1M	1.2M shares	Q1 2017 Held for 8y 8m	$520.1M
A Aspetuck Financial Management LLC RIA/Wealth	Patrick Timothy Byrne Managing Partner	6.84% $10.0M	323.5K shares	Q4 2024 Held for 11 months	$146.0M
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth	Richard Todd Baker Managing Partner	6.77% $34.3M	1.1M shares	Q4 2024 Held for 11 months	$506.3M
Ameliora Wealth Management Ltd. RIA/Wealth	Stefan Thomas Demuth CEO	6.27% $18.8M	610.0K shares	Q3 2022 Held for 3y 2m	$300.1M
Cannon Advisors, Inc. RIA/Wealth	Robert Bryan Cannon President	5.90% $8.8M	284.2K shares	Q3 2024 Held for 1y 2m	$148.6M
P Providence First Trust Co Institution	-	5.41% $15.6M	505.4K shares	Q3 2018 Held for 7y 2m	$288.4M
M McMahon Financial Advisors, LLC RIA/Wealth	Christopher Sean Mcmahon CEO	4.64% $21.2M	688.0K shares	Q1 2022 Held for 3y 8m	$457.9M
Alliance Wealth Management Group RIA/Wealth	Thomas Mccabe CEO	4.38% $19.7M	637.4K shares	Q4 2023 Held for 1y 11m	$449.4M
WESCAP Management Group, Inc. RIA/Wealth	Joel Stephen Edstrom President	4.02% $19.1M	617.7K shares	Q1 2018 Held for 7y 8m	$473.9M
RiverGlades Family Offices LLC Family Office	Paul J. Marinelli CCO	3.92% $6.4M	207.8K shares	Q4 2022 Held for 2y 11m	$163.7M

Hedge Fund Spotlight

Discover hedge funds investing in FLRN

EAGLE GLOBAL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Fernando Gualy

Portfolio Value: $2.6B
Positions: 275
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Bloomberg Investment Grade Floating Rate ETF

Market Value: $3.9M
Shares Held: 127.8K
Portfolio Weight: 0.15%
Owned Since: 2018-Q2

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$273.0M	10.46%
2 Energy Transfer ET	Oil & Gas Midstream Energy	$111.0M	4.25%
3 MPLX MPLX	Oil & Gas Midstream Energy	$96.8M	3.71%