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

SPDR Bloomberg Investment Grade Floating Rate ETF logo
$30.78 +0.01 (+0.03%)
As of 09:58 AM 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)
213
Total
Institutional Inflows
(last 12 months)
$451.97M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$253.75M
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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
7/10/2026 Buska Wealth Management LLC169,860$5.24M1.9%-21.3%0.171%
7/10/2026 Fiduciary Financial Group LLC330,908$10.21M1.2%+5.0%0.334%
7/10/2026 Fulcrum Equity Management29,836$920K0.7%N/A0.030%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,460$477K0.1%-42.5%0.016%
7/10/2026 Wealthcare Advisory Partners LLC14,765$455K0.0%-2.8%0.015%
7/9/2026 World Equity Group Inc.43,232$1.33M0.3%N/A0.044%
7/9/2026 Aletheian Wealth Advisors LLC77,013$2.38M1.0%+1.8%0.078%
7/9/2026 Tactive Advisors LLC15,567$480K0.1%+37.9%0.016%
7/9/2026 Sax Wealth Advisors LLC143,009$4.40M0.2%+2.0%0.144%
7/9/2026 Avity Investment Management Inc.191,038$5.89M0.4%+1.9%0.193%
7/8/2026 Chesley Taft & Associates LLC41,500$1.28M0.0%+4.8%0.042%
7/8/2026 Whitcomb & Hess Inc.526,422$16.24M3.5%+2.5%0.531%
7/7/2026 Balefire LLC44,184$1.36M0.2%N/A0.045%
7/7/2026 CoreCap Advisors LLC284,005$8.76M0.3%+32,283.7%0.287%
7/6/2026 Hobart Private Capital LLC44,702$1.38M0.2%-11.0%0.045%
7/6/2026 Trilogy Capital Inc.9,297$287K0.0%+26.5%0.009%
7/2/2026 Cedar Mountain Advisors LLC240,255$7.41M1.3%+0.3%0.250%
6/3/2026 NewEdge Advisors LLC74,081$2.28M0.0%+17.9%0.081%
5/19/2026Western Wealth Management LLC69,227$2.13M0.1%+139.5%0.075%
5/19/2026 Cornerstone Wealth LLC TN9,828$303K0.2%N/A0.011%
5/19/2026 NewEdge 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%
5/18/2026 Gould 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%
5/13/2026 Cetera Investment Advisers555,484$17.10M0.0%+64.5%0.606%
5/13/2026 Alesco Advisors LLC An ESL Co168,888$5.20M0.1%-2.5%0.184%
5/8/2026 PNC Financial Services Group Inc.7,098$218K0.0%+17.6%0.008%
5/7/2026 AlphaCentric Advisors LLC4,337$133K0.1%+13.7%0.005%
5/7/2026 Koss Olinger Consulting LLC8,470$261K0.0%N/A0.009%
5/7/2026 Hershey Financial Advisers LLC16,443$506K0.4%N/A0.018%
5/6/2026 Centennial Bank AR15,131$466K0.2%-35.0%0.017%
5/5/2026 Lane Brothers & Co. Inc.7,802$240K0.2%-13.9%0.009%
5/5/2026 Wealthfront Advisers LLC5,319,203$163.73M0.4%+7.8%5.801%
5/5/2026 Bank of New York Mellon Corp28,471$876K0.0%+3.0%0.031%
5/5/2026 Ethos Financial Group LLC41,844$1.29M0.1%-11.6%0.046%
5/5/2026 Sigma Planning Corp28,666$882K0.0%-11.8%0.031%
5/4/2026 Legacy Capital Group California Inc.89,545$2.76M1.0%-9.6%0.098%
5/4/2026 Bleakley Financial Group LLC16,757$516K0.0%+38.0%0.018%
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5/2/2026 International Assets Investment Management LLC21,418$656K0.0%+6.2%0.023%
5/2/2026 Valmark Advisers Inc.995,071$30.63M0.4%+1.8%1.085%
5/1/2026 Fifth Third Bancorp12,130$373K0.0%N/A0.013%
5/1/2026 Sovran Advisors LLC11,964$369K0.0%-37.3%0.013%
5/1/2026 Simplicity Wealth LLC7,286$224K0.0%N/A0.008%
5/1/2026 Cedar Mountain Advisors LLC239,567$7.37M1.4%+1.7%0.260%
4/30/2026 Beacon Financial Group12,814$394K0.0%-6.4%0.014%
4/30/2026 Kestra Advisory Services LLC34,604$1.07M0.0%-14.7%0.038%
4/29/2026 Penobscot Investment Management Company Inc.559,881$17.23M1.3%-2.1%0.607%
4/29/2026 Warner Group LLC9,427$290K0.2%N/A0.010%
4/29/2026 Axxcess Wealth Management LLC24,809$764K0.0%+73.6%0.027%
4/29/2026 Integrated Advisors Network LLC23,402$720K0.0%+106.1%0.025%
4/28/2026 Appleton Partners Inc. MA448,206$13.80M1.0%-6.0%0.486%
4/28/2026 Koshinski Asset Management Inc.12,881$396K0.0%+2.9%0.014%
4/28/2026 Evolution Wealth Management Inc.1,623$50K0.0%N/A0.002%
4/27/2026World Investment Advisors7,214$222K0.0%N/A0.008%
4/27/2026 Private Advisor Group LLC279,184$8.59M0.0%+3.9%0.308%
4/25/2026 Keybank National Association OH1,012,813$31.17M0.1%-12.5%1.112%
4/24/2026 Root Financial Partners LLC10,115$311K0.0%+6.4%0.011%
4/23/2026 Traub Capital Management LLC8,369$258K0.3%+24.2%0.009%
4/23/2026 Ameliora Wealth Management Ltd.736,152$22.66M7.2%+16.3%0.808%
4/23/2026 Riverbend Wealth Management LLC9,098$280K0.2%+11.1%0.010%
4/20/2026 Kestra Private Wealth Services LLC106,443$3.28M0.0%+1.6%0.117%
4/20/2026 RFG Advisory LLC400,573$12.33M0.2%-0.3%0.440%
4/20/2026 Apella Capital LLC14,111$434K0.0%-2.5%0.015%
4/20/2026 Gilbert Capital Group Inc.7,172$221K0.2%-43.6%0.008%
4/18/2026 CENTRAL TRUST Co72,288$2.23M0.0%-3.9%0.079%
4/18/2026 BCS Wealth Management92,882$2.86M0.6%-51.2%0.102%
4/18/2026 Vermillion Wealth Management Inc.8,322$256K0.1%-17.8%0.009%
4/17/2026 Outlook Wealth Advisors LLC22,453$674K0.2%-15.0%0.025%
4/17/2026 Webster Bank N. A.3,250$100K0.0%+100.1%0.004%
4/17/2026 Cornerstone Management Inc.733,194$22.57M3.6%+1.8%0.805%
4/16/2026 Tactive Advisors LLC11,287$347K0.1%-14.5%0.012%
4/16/2026 Triad Wealth Partners LLC14,426$444K0.0%-40.5%0.016%
4/15/2026 Brady 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%
3/13/2026 Lane Brothers & Co. Inc.9,060$278K0.2%N/A0.010%
3/9/2026 Corient Private Wealth LLC20,333$625K0.0%+2.3%0.023%
3/4/2026 Valpey Financial Services LLC10,854$334K0.2%+7.3%0.012%
3/4/2026 SHP Wealth Management1,100$34K0.0%N/A0.001%
2/24/2026 Macco Financial Group Inc.101,870$3.13M2.7%N/A0.113%
2/20/2026 Kovitz Investment Group Partners LLC218,943$6.73M0.1%-37.9%0.243%
2/19/2026 Axxcess Wealth Management LLC14,295$439K0.0%N/A0.016%
2/19/2026 Corient Private Wealth LLC20,333$625K0.0%+2.3%0.023%
2/18/2026 Mercer Global Advisors Inc. ADV18,695$574K0.0%+36.9%0.021%
2/18/2026 EP Wealth Advisors LLC186,497$5.73M0.0%N/A0.207%
2/18/2026 CacheTech Inc.10,196$313K0.1%N/A0.011%
2/18/2026 NewEdge Advisors LLC62,832$1.93M0.0%N/A0.070%
2/18/2026Empowered Funds LLC105,006$3.23M0.0%+16.2%0.117%
2/18/2026 Vista Investment Management10,436$321K0.1%+33.6%0.012%
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2/18/2026 Hyposwiss 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%
2/17/2026 Guggenheim Capital LLC84,698$2.60M0.0%+7.2%0.094%
2/17/2026 Integrated Advisors Network LLC11,355$349K0.0%-21.5%0.013%
2/17/2026 Cetera Investment Advisers337,606$10.38M0.0%+6.7%0.375%
2/17/2026Equitable Holdings Inc.61,680$1.90M0.0%-1.7%0.068%
2/17/2026 Kovack Advisors Inc.17,388$534K0.0%N/A0.019%
2/17/2026 GeoWealth 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%


FLRN Institutional Ownership - Frequently Asked Questions

During the previous two years, 319 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), Wealthfront Advisers LLC ($1.96M), Wells Fargo & Company MN ($943.59K), Ocean Park Asset Management LLC ($835.10K), Farther Finance Advisors LLC ($771.51K), Curbstone Financial Management Corp ($638.92K), and TIAA Trust National Association ($528.22K).

Institutional investors have bought a total of 14,676,217 shares in the last 24 months. This purchase volume represents approximately $451.97M in transactions.

Of the 123 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: Royal Bank of Canada ($1.95M), JPMorgan Chase & Co. ($1.06M), TIAA Trust National Association ($679.79K), IHT Wealth Management LLC ($617.75K), Bank of America Corp DE ($533.13K), Milestone Asset Management LLC ($341.37K), and LPL Financial LLC ($279.32K).

Institutional investors have sold a total of 8,244,277 shares in the last 24 months. This volume of shares sold represents approximately $253.75M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FLRN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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