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

SPDR Bloomberg Investment Grade Floating Rate ETF logo
$30.77 0.00 (0.00%)
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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)
216
Total
Institutional Inflows
(last 12 months)
$509.29M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$246.73M
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Skip Chart & View Institutional Buying and Selling Data

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
10/13/2026Sax Wealth Advisors LLC137,253$4.23M0.1%-4.0%0.138%
10/9/2026Avity Investment Management Inc.202,638$6.25M0.4%+6.1%0.203%
10/8/2026Farther Finance Advisors LLC1,009,744$31.14M0.2%+3.4%1.014%
10/8/2026CoreCap Advisors LLC3,378$104K0.0%-98.8%0.003%
10/8/2026Aletheian Wealth Advisors LLC84,323$2.60M1.1%+9.5%0.085%
10/8/2026Tactive Advisors LLC14,408$444K0.1%-7.4%0.014%
10/8/2026Toth Financial Advisory Corp805$25K0.0%N/A0.001%
10/8/2026Buska Wealth Management LLC106,723$3.29M1.1%-37.2%0.107%
10/7/2026Whitcomb & Hess Inc.537,870$16.59M3.5%+2.2%0.540%
10/7/2026Bath Savings Trust Co8,457$261K0.0%+24.2%0.008%
10/7/2026MFA Wealth Advisors LLC940,604$29.01M3.3%+1.1%0.944%
10/7/2026Worth Asset Management LLC15,153$467K0.1%+10.1%0.015%
10/5/2026Ridgewood Investments LLC149,034$4.60M1.6%+7.3%0.150%
10/1/2026 Coastline Trust Co1,990$61K0.0%N/A0.002%
9/25/2026Atomic Invest LLC38,137$1.18M0.1%+346.8%0.037%
9/23/2026Envestnet Asset Management Inc.2,699,472$83.28M0.0%+18.1%2.652%
9/22/2026State Street Corp941,322$29.04M0.0%+36.0%0.925%
9/15/2026Cherry Tree Wealth Management LLC378,098$11.66M2.2%-13.3%0.377%
9/9/2026Integrated Wealth Concepts LLC1,734$54K0.0%N/A0.002%
9/9/2026RFG Advisory LLC454,959$14.04M0.2%+13.6%0.454%
9/9/2026NewEdge Advisors LLC89,259$2.75M0.0%+20.5%0.089%
9/9/2026IFP Advisors Inc36,544$1.13M0.0%+694.4%0.036%
9/9/2026Baird Financial Group Inc.137,892$4.25M0.0%-2.1%0.137%
9/8/2026Allworth Financial LP11,947$369K0.0%-41.4%0.012%
9/8/2026Waverly Advisors LLC32,379$999K0.0%+5.8%0.032%
9/2/2026Citadel Advisors LLC549,371$16.95M0.0%+2,914.4%0.548%
8/27/2026Corient Private Wealth LP19,748$609K0.0%+4.7%0.020%
8/23/2026Ameritas Advisory Services LLC171,866$5.30M0.1%-40.2%0.171%
8/23/2026Ameliora Wealth Management Ltd.742,057$22.89M6.8%+0.8%0.740%
8/23/2026Hutchens & Kramer Investment Management Group LLC33,141$1.02M0.3%N/A0.033%
8/22/2026United Community Bank90,310$2.79M0.9%+3.5%0.090%
8/22/2026Concurrent Investment Advisors LLC69,892$2.16M0.0%N/A0.070%
8/21/2026Tranquilli Financial Advisor LLC43,454$1.34M0.7%-43.0%0.043%
8/21/2026Coppell Advisory Solutions LLC873,369$26.94M5.1%N/A0.871%
7/10/2026Buska Wealth Management LLC169,860$5.24M1.9%-21.3%0.171%
7/10/2026Fiduciary Financial Group LLC330,908$10.21M1.2%+5.0%0.334%
7/10/2026Fulcrum Equity Management29,836$920K0.7%N/A0.030%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,460$477K0.1%-42.5%0.016%
7/10/2026Wealthcare Advisory Partners LLC14,765$455K0.0%-2.8%0.015%
7/9/2026World Equity Group Inc.43,232$1.33M0.3%N/A0.044%
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7/9/2026Aletheian Wealth Advisors LLC77,013$2.38M1.0%+1.8%0.077%
7/9/2026Tactive Advisors LLC15,567$480K0.1%+37.9%0.016%
7/9/2026Sax Wealth Advisors LLC143,009$4.40M0.2%+2.0%0.144%
7/9/2026Avity Investment Management Inc.191,038$5.89M0.4%+1.9%0.193%
7/8/2026Chesley Taft & Associates LLC41,500$1.28M0.0%+4.8%0.042%
7/8/2026Whitcomb & Hess Inc.526,422$16.24M3.5%+2.5%0.531%
7/7/2026Balefire LLC44,184$1.36M0.2%N/A0.045%
7/7/2026CoreCap Advisors LLC284,005$8.76M0.3%+32,283.7%0.287%
7/6/2026Hobart Private Capital LLC44,702$1.38M0.2%-11.0%0.045%
7/6/2026Trilogy Capital Inc.9,297$287K0.0%+26.5%0.009%
7/2/2026Cedar 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 AR15,131$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%
5/1/2026Cedar 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%


FLRN Institutional Ownership - Frequently Asked Questions

During the previous two years, 326 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), Envestnet Asset Management Inc. ($83.28M), Wells Fargo & Company MN ($75.12M), Morgan Stanley ($64.61M), LPL Financial LLC ($60.47M), and New York Life Investment Management LLC ($48.06M).Learn more on SPDR Bloomberg Investment Grade Floating Rate ETF's institutional investors.

Of the 262 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), Coppell Advisory Solutions LLC ($914.30K), Ocean Park Asset Management LLC ($835.10K), Farther Finance Advisors LLC ($804.86K), and Envestnet Asset Management Inc. ($768.31K).

Institutional investors have bought a total of 16,533,951 shares in the last 24 months. This purchase volume represents approximately $509.29M 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), Bank of America Corp DE ($533.13K), Milestone Asset Management LLC ($341.37K), CoreCap Advisors LLC ($280.63K), and LPL Financial LLC ($279.32K).

Institutional investors have sold a total of 8,016,350 shares in the last 24 months. This volume of shares sold represents approximately $246.73M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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