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SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) Institutional Ownership

SPDR Bloomberg Investment Grade Floating Rate ETF logo
$30.76 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Investment Grade Floating Rate ETF (NYSEARCA:FLRN)

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$507.47M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$380.89M
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FLRN Institutional Buying and Selling by Quarter

SPDR Bloomberg Investment Grade Floating Rate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Cedar Mountain Advisors LLC240,255$7.41M1.3%+0.3%0.250%
6/3/2026NewEdge Advisors LLC74,081$2.28M0.0%+17.9%0.081%
5/19/2026Western Wealth Management LLC69,227$2.13M0.1%+139.5%0.075%
5/19/2026Cornerstone Wealth LLC TN9,828$303K0.2%N/A0.011%
5/19/2026NewEdge Advisors LLC74,081$2.28M0.0%+17.9%0.081%
5/19/2026Bank of America Corp DE1,342,501$41.32M0.0%-24.9%1.464%
5/18/2026Gould Capital LLC105,351$3.24M2.0%+9.3%0.115%
5/18/2026Royal Bank of Canada198,189$6.10M0.0%-90.8%0.216%
5/18/2026Empowered Funds LLC118,437$3.63M0.0%+12.8%0.129%
5/15/2026Waverly Advisors LLC30,610$942K0.0%+57.3%0.033%
5/13/2026Cetera Investment Advisers555,484$17.10M0.0%+64.5%0.606%
5/13/2026Alesco Advisors LLC An ESL Co168,888$5.20M0.1%-2.5%0.184%
5/8/2026PNC Financial Services Group Inc.7,098$218K0.0%+17.6%0.008%
5/7/2026AlphaCentric Advisors LLC4,337$133K0.1%+13.7%0.005%
5/7/2026Koss Olinger Consulting LLC8,470$261K0.0%N/A0.009%
5/7/2026Hershey Financial Advisers LLC16,443$506K0.4%N/A0.018%
5/6/2026Centennial Bank AR 15,131$466K0.2%-35.0%0.017%
5/5/2026Lane Brothers & Co. Inc.7,802$240K0.2%-13.9%0.009%
5/5/2026Wealthfront Advisers LLC5,319,203$163.73M0.4%+7.8%5.801%
5/5/2026Bank of New York Mellon Corp28,471$876K0.0%+3.0%0.031%
5/5/2026Ethos Financial Group LLC41,844$1.29M0.1%-11.6%0.046%
5/5/2026Sigma Planning Corp28,666$882K0.0%-11.8%0.031%
5/4/2026Legacy Capital Group California Inc.89,545$2.76M1.0%-9.6%0.098%
5/4/2026Bleakley Financial Group LLC16,757$516K0.0%+38.0%0.018%
5/2/2026International Assets Investment Management LLC21,418$656K0.0%+6.2%0.023%
5/2/2026Valmark Advisers Inc.995,071$30.63M0.4%+1.8%1.085%
5/1/2026Fifth Third Bancorp12,130$373K0.0%N/A0.013%
5/1/2026Sovran Advisors LLC11,964$369K0.0%-37.3%0.013%
5/1/2026Simplicity Wealth LLC7,286$224K0.0%N/A0.008%
5/1/2026 Cedar Mountain Advisors LLC239,567$7.37M1.4%+1.7%0.260%
4/30/2026Beacon Financial Group12,814$394K0.0%-6.4%0.014%
4/30/2026Kestra Advisory Services LLC34,604$1.07M0.0%-14.7%0.038%
4/29/2026Penobscot Investment Management Company Inc.559,881$17.23M1.3%-2.1%0.607%
4/29/2026Warner Group LLC9,427$290K0.2%N/A0.010%
4/29/2026Axxcess Wealth Management LLC24,809$764K0.0%+73.6%0.027%
4/29/2026Integrated Advisors Network LLC23,402$720K0.0%+106.1%0.025%
4/28/2026Appleton Partners Inc. MA448,206$13.80M1.0%-6.0%0.486%
4/28/2026Koshinski Asset Management Inc.12,881$396K0.0%+2.9%0.014%
4/28/2026Evolution Wealth Management Inc.1,623$50K0.0%N/A0.002%
4/27/2026World Investment Advisors7,214$222K0.0%N/A0.008%
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4/27/2026Private Advisor Group LLC279,184$8.59M0.0%+3.9%0.308%
4/25/2026Keybank National Association OH1,012,813$31.17M0.1%-12.5%1.112%
4/24/2026Root Financial Partners LLC10,115$311K0.0%+6.4%0.011%
4/23/2026Traub Capital Management LLC8,369$258K0.3%+24.2%0.009%
4/23/2026Ameliora Wealth Management Ltd.736,152$22.66M7.2%+16.3%0.808%
4/23/2026Riverbend Wealth Management LLC9,098$280K0.2%+11.1%0.010%
4/20/2026Kestra Private Wealth Services LLC106,443$3.28M0.0%+1.6%0.117%
4/20/2026RFG Advisory LLC400,573$12.33M0.2%-0.3%0.440%
4/20/2026Apella Capital LLC14,111$434K0.0%-2.5%0.015%
4/20/2026Gilbert Capital Group Inc.7,172$221K0.2%-43.6%0.008%
4/18/2026CENTRAL TRUST Co72,288$2.23M0.0%-3.9%0.079%
4/18/2026BCS Wealth Management92,882$2.86M0.6%-51.2%0.102%
4/18/2026Vermillion Wealth Management Inc.8,322$256K0.1%-17.8%0.009%
4/17/2026Outlook Wealth Advisors LLC22,453$674K0.2%-15.0%0.025%
4/17/2026Webster Bank N. A.3,250$100K0.0%+100.1%0.004%
4/17/2026Cornerstone Management Inc.733,194$22.57M3.6%+1.8%0.805%
4/16/2026Tactive Advisors LLC11,287$347K0.1%-14.5%0.012%
4/16/2026Triad Wealth Partners LLC14,426$444K0.0%-40.5%0.016%
4/15/2026Brady Martz Wealth Solutions LLC27,935$860K0.1%-10.2%0.031%
3/17/2026Rockefeller Capital Management L.P.20,703$636K0.0%-8.4%0.023%
3/13/2026Lane Brothers & Co. Inc.9,060$278K0.2%N/A0.010%
3/9/2026Corient Private Wealth LLC20,333$625K0.0%+2.3%0.023%
3/4/2026Valpey Financial Services LLC10,854$334K0.2%+7.3%0.012%
3/4/2026SHP Wealth Management1,100$34K0.0%N/A0.001%
2/24/2026Macco Financial Group Inc.101,870$3.13M2.7%N/A0.113%
2/20/2026Kovitz Investment Group Partners LLC218,943$6.73M0.1%-37.9%0.243%
2/19/2026Axxcess Wealth Management LLC14,295$439K0.0%N/A0.016%
2/19/2026Corient Private Wealth LLC20,333$625K0.0%+2.3%0.023%
2/18/2026Mercer Global Advisors Inc. ADV18,695$574K0.0%+36.9%0.021%
2/18/2026EP Wealth Advisors LLC186,497$5.73M0.0%N/A0.207%
2/18/2026CacheTech Inc.10,196$313K0.1%N/A0.011%
2/18/2026NewEdge Advisors LLC62,832$1.93M0.0%N/A0.070%
2/18/2026Empowered Funds LLC105,006$3.23M0.0%+16.2%0.117%
2/18/2026Vista Investment Management10,436$321K0.1%+33.6%0.012%
2/18/2026Hyposwiss Advisors SA4,630$142K0.1%N/A0.005%
2/18/2026IHT Wealth Management LLC503,642$15.48M0.4%-14.1%0.559%
2/18/2026Asset One Wealth Management LLC70,399$2.17M0.3%N/A0.078%
2/17/2026Guggenheim Capital LLC84,698$2.60M0.0%+7.2%0.094%
2/17/2026Integrated Advisors Network LLC11,355$349K0.0%-21.5%0.013%
2/17/2026Cetera Investment Advisers337,606$10.38M0.0%+6.7%0.375%
2/17/2026Equitable Holdings Inc.61,680$1.90M0.0%-1.7%0.068%
2/17/2026Kovack Advisors Inc.17,388$534K0.0%N/A0.019%
2/17/2026GeoWealth Management LLC25,560$785K0.0%+2,555,900.0%0.028%
2/17/2026Dean Investment Associates LLC291,398$8.96M1.3%-0.5%0.323%
2/17/2026Osaic Holdings Inc.584,783$17.97M0.0%-23.1%0.649%
2/17/2026Advisory Services Network LLC32,975$1.01M0.0%+1,226.4%0.037%
2/17/2026Private Advisor Group LLC268,649$8.26M0.0%+4.5%0.298%
2/17/2026&PARTNERS32,413$996K0.0%+234.1%0.036%
2/17/2026Blair William & Co. IL3,000$92K0.0%-27.3%0.003%
2/17/2026Royal Bank of Canada2,143,297$65.86M0.0%+12.0%2.379%
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2/16/2026TritonPoint Partners LLC20,700$636K0.3%N/A0.023%
2/16/2026MML Investors Services LLC208,228$6.40M0.0%+0.3%0.231%
2/16/2026Mariner LLC159,232$4.89M0.0%+43.9%0.177%
2/16/2026Focus Partners Wealth150,005$4.61M0.0%N/A0.166%
2/16/2026Hudson Portfolio Management LLC43,795$1.35M1.2%-1.7%0.049%
2/13/2026Kestra Advisory Services LLC40,586$1.25M0.0%+32.3%0.045%
2/13/2026CreativeOne Wealth LLC22,964$706K0.0%N/A0.025%
2/13/2026Stifel Financial Corp12,317$378K0.0%+21.4%0.014%
2/13/2026Morgan Stanley2,102,442$64.61M0.0%+7.1%2.333%
2/13/2026Perspective Wealth Advisors LLC65,029$2.00M1.4%N/A0.072%


FLRN Institutional Ownership - Frequently Asked Questions

During the previous two years, 318 institutional investors and hedge funds held shares of SPDR Bloomberg Investment Grade Floating Rate ETF. The most heavily invested institutionals were Wealthfront Advisers LLC ($163.73M), Ameriprise Financial Inc. ($116.05M), Wells Fargo & Company MN ($75.12M), Morgan Stanley ($64.61M), LPL Financial LLC ($60.47M), New York Life Investment Management LLC ($48.06M), and Envestnet Asset Management Inc. ($41.42M).Learn more on SPDR Bloomberg Investment Grade Floating Rate ETF's institutional investors.

Of the 255 institutional investors that purchased SPDR Bloomberg Investment Grade Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.27M), TIAA Trust National Association ($2.24M), Wealthfront Advisers LLC ($1.96M), Wells Fargo & Company MN ($943.59K), Ocean Park Asset Management LLC ($835.10K), Farther Finance Advisors LLC ($781.18K), and Curbstone Financial Management Corp ($638.92K).

Institutional investors have bought a total of 16,476,761 shares in the last 24 months. This purchase volume represents approximately $507.47M in transactions.

Of the 155 institutional investors that sold SPDR Bloomberg Investment Grade Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($2.33M), Royal Bank of Canada ($1.95M), TIAA Trust National Association ($1.10M), JPMorgan Chase & Co. ($1.06M), IHT Wealth Management LLC ($617.75K), Bank of America Corp DE ($533.13K), and Milestone Asset Management LLC ($341.37K).

Institutional investors have sold a total of 12,368,464 shares in the last 24 months. This volume of shares sold represents approximately $380.89M in transactions.


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This page (NYSEARCA:FLRN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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