SS SPDR BB Ig Float RT ETFFLRNETF

13F holders, Q4 2024 (December 31)
330holders +14
27new positions
36sold out
1famous investor
$30.73avg. 13F price*

At the end of Q4 2024, 330 institutions reported holding SS SPDR BB Ig Float RT ETF (FLRN) in their 13F filings, up 14 from Q3 2024. 27 opened new positions and 36 sold out. The largest holders were Wealthfront Advisers LLC ($154.6M), Ameriprise Financial Inc. ($110.8M) and Morgan Stanley ($63.7M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
SS SPDR BB Ig Float RT ETF
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78468R200
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 318Q1 2024Q2 2024: 326Q2 2024Q3 2024: 316Q3 2024Q4 2024: 330Q4 2024Q1 2025: 323Q1 2025Q2 2025: 342Q2 2025Q3 2025: 330Q3 2025Q4 2025: 348Q4 2025Q1 2026: 353Q1 2026Q2 2026: 362Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions27$30.3M
Exits36$31.2M

All 13F filers, Q3 2024 → Q4 2024: 6,370,153 shares bought and 7,635,360 shares sold, net −1,265,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 330 holders

Wealthfront Advisers LLC 0.45% Add +48.2% 5,030,086 $154.6M
Ameriprise Financial Inc. 0.03% Add +3.2% 3,604,662 $110.8M
Morgan Stanley 0.00% Add +6.6% 2,074,352 $63.7M
LPL Financial LLC 0.02% Reduce -21.3% 1,801,505 $55.4M
Bank of America Corp. 0.00% Add +3.5% 1,666,960 $51.2M
Renaissance Technologies 0.07% Reduce -1.7% 1,613,100 $49.6M
New York Life Investment Management LLC 0.48% Add +7.5% 1,611,735 $49.5M
Wells Fargo & Company 0.01% Reduce -55.0% 1,133,686 $34.8M
Keybank National Association 0.13% Reduce -12.8% 1,114,389 $34.2M
Curbstone Financial Management Corp 6.95% Add +65.1% 1,067,316 $32.8M
State Street Corp. 0.00% Reduce -11.6% 1,014,972 $31.2M
Facet Wealth, Inc. 0.81% Add +5.4% 993,464 $30.6M
Envestnet Asset Management Inc. 0.01% Reduce -39.1% 925,767 $28.4M
Tiaa Trust, National Association 0.08% Reduce -53.4% 860,703 $26.4M
Valmark Advisers, Inc. 0.41% Add +3.0% 855,501 $26.3M
Stratos Investment Management, LLC 1.51% Add +39.3% 819,769 $25.2M
Legacy Edge Advisors, LLC 3.78% Add +16.8% 774,178 $23.8M
Cornerstone Management, Inc. 4.49% Add +13.1% 754,541 $23.2M
Towercrest Capital Management 3.72% Add +0.8% 748,100 $23.0M
Alliance Wealth Management Group 5.91% Add +1.2% 718,839 $22.1M
Advisory Alpha, LLC 0.75% Add +49.5% 689,091 $21.2M
Mfa Wealth Advisors, LLC 5.38% Add +9.4% 683,921 $21.0M
UBS Group AG 0.00% Reduce -1.4% 635,132 $19.5M
WESCAP Management Group, Inc. 4.34% Reduce -0.9% 581,386 $17.9M
Providence First Trust Co 5.96% Add +29.4% 515,318 $15.8M
Raymond James Financial Inc. 0.01% — 508,161 $15.6M
Commonwealth Equity Services, LLC 0.02% Add +70.5% 441,714 $13.6M
Appleton Partners Inc. 0.99% Add +109.5% 435,558 $13.4M
Whitcomb & Hess, Inc. 3.79% Add +1.8% 399,510 $12.3M
Assetmark, Inc. 0.03% Reduce -35.9% 397,231 $12.2M
Allworth Financial LP 0.06% Add +126801.0% 376,896 $11.6M
Osaic Holdings, Inc. 0.03% Reduce -53.2% 370,077 $11.4M
Ameliora Wealth Management Ltd. 4.26% Add +5.9% 369,453 $11.4M
Cherry Tree Wealth Management, LLC 2.72% Reduce -1.4% 357,957 $11.0M
NorthCoast Asset Management LLC 0.05% Add +0.9% 307,265 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.2% 306,428 $9.4M
Prime Capital Investment Advisors, LLC 0.14% Add +8.6% 305,222 $9.4M
Aspetuck Financial Management LLC 7.18% — 299,661 $9.2M
Private Advisor Group, LLC 0.05% Reduce -0.4% 292,681 $9.0M
Treynor Bancshares, Inc. 9.44% Reduce -3.2% 291,113 $8.9M
Penobscot Investment Management Company, Inc. 0.81% Add +3.3% 290,576 $8.9M
Integrity Alliance, Llc. 0.97% — 290,269 $8.9M
Dean Investment Associates, LLC 1.20% Add +0.8% 272,848 $8.4M
IHT Wealth Management, LLC 0.27% Add +53.0% 268,303 $8.2M
Buska Wealth Management, LLC 2.60% Add +28.1% 263,858 $8.1M
Harbor Advisory Corp. 2.59% Reduce -1.9% 256,160 $7.9M
Cwm, LLC 0.03% Reduce -6.0% 255,203 $7.8M
Parsons Capital Management Inc. 0.42% Add +100.2% 251,034 $7.7M
Cedar Mountain Advisors, LLC 1.68% Reduce -0.0% 249,121 $7.7M
Outlook Wealth Advisors, LLC 2.17% Reduce -5.0% 246,439 $7.6M
Cetera Investment Advisers 0.02% Reduce -31.6% 245,693 $7.6M
Alesco Advisors, LLC, An ESL Co 0.22% Reduce -1.3% 231,865 $7.1M
Fiduciary Financial Group, LLC 1.56% Add +2.4% 231,132 $7.1M
Courier Capital LLC 0.49% Add +1.2% 229,859 $7.1M
Steward Partners Investment Advisory, LLC 0.06% Reduce -0.0% 229,660 $7.1M
RFG Advisory, LLC 0.19% Add +0.4% 223,864 $6.9M
Calton & Associates, Inc. 3.00% Add +24.1% 221,074 $6.8M
Capital Advisory Group Advisory Services, LLC 2.38% Add +15.3% 215,487 $6.6M
HighTower Advisors, LLC 0.01% Reduce -71.9% 213,828 $6.6M
Fortitude Advisory Group L.L.C. 3.83% New 206,571 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -7.8% 197,004 $6.1M
Cannon Advisors, Inc. 5.05% Reduce -2.2% 193,279 $5.9M
Royal Bank of Canada 0.00% Reduce -18.9% 192,113 $5.9M
Sykon Capital LLC 1.94% Reduce -32.1% 182,814 $5.6M
AlphaCore Capital LLC 1.17% New 175,210 $5.4M
Capital Investment Advisors, LLC 0.11% Reduce -2.1% 175,123 $5.4M
Beacon Financial Group 0.58% Reduce -13.7% 174,074 $5.3M
Better Money Decisions, LLC 3.65% Add +3.5% 171,503 $5.3M
RiverGlades Family Offices LLC 3.64% Add +9.6% 165,831 $5.1M
Forefront Analytics, LLC 2.29% Add +146.8% 160,008 $4.9M
MML Investors Services, LLC 0.02% Add +42.5% 144,901 $4.5M
Terril Brothers, Inc. 1.35% Reduce -3.1% 143,960 $4.4M
Eagle Global Advisors LLC 0.18% Add +0.7% 142,627 $4.4M
Thrivent Financial for Lutherans 0.01% New 142,239 $4.4M
BCS Wealth Management 1.06% Add +11.5% 138,102 $4.2M
Creative Planning 0.00% Reduce -3.3% 122,744 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% New 118,727 $3.6M
Sowell Financial Services LLC 0.19% Add +26.1% 117,581 $3.6M
Moneco Advisors, LLC 0.38% Add +0.8% 116,132 $3.6M
Generation Capital Management LLC 3.06% — 116,100 $3.6M
Mariner, LLC 0.01% Reduce -5.0% 114,171 $3.5M
United Community Bank 1.36% Reduce -0.1% 113,869 $3.5M
Jones Financial Companies LLLP 0.00% Add +3550.2% 112,169 $3.4M
Bison Wealth, LLC 0.41% — 109,041 $3.4M
CENTRAL TRUST Co 0.08% Reduce -4.1% 108,230 $3.3M
Aries Wealth Management 0.88% Add +14.3% 104,158 $3.2M
New England Capital Financial Advisors LLC 1.56% Add +4.2% 103,746 $3.2M
Tandem Investment Partners LLC 2.89% — 98,225 $3.0M
Truist Financial Corp. 0.00% Reduce -1.3% 97,233 $3.0M
Gould Capital, LLC 2.04% Add +4.9% 95,348 $2.9M
JPMorgan Chase & Co. 0.00% Add +15.8% 95,268 $2.9M
Avity Investment Management Inc. 0.22% Add +296.2% 91,705 $2.8M
Websterrogers Financial Advisors, LLC 0.91% Add +1.3% 85,088 $2.6M
St Germain D J Co. Inc. 0.12% Reduce -13.6% 83,696 $2.6M
BNP Paribas Financial Markets 0.00% Add +6814.4% 80,138 $2.5M
Hobart Private Capital, LLC 0.61% Add +17.4% 79,704 $2.4M
Milestone Asset Management, LLC 0.54% New 79,655 $2.4M
Horizon Financial Services, LLC 1.34% Add +138.1% 77,343 $2.4M
Farther Finance Advisors, LLC 0.09% Add +26.4% 76,949 $2.4M
Kestra Private Wealth Services, LLC 0.04% Add +23.8% 74,586 $2.3M

"% of holder's portfolio" is FLRN's weight in each manager's 13F, not the share of SS SPDR BB Ig Float RT ETF the manager owns.

Show all 330 holders