SS SPDR BB Ig Float RT ETFFLRNETF

13F holders, Q1 2025 (March 31)
323holders −7
31new positions
31sold out
1famous investor
$30.81avg. 13F price*

At the end of Q1 2025, 323 institutions reported holding SS SPDR BB Ig Float RT ETF (FLRN) in their 13F filings, down 7 from Q4 2024. 31 opened new positions and 31 sold out. The largest holders were Wealthfront Advisers LLC ($175.1M), Ameriprise Financial Inc. ($123.4M) and Morgan Stanley ($66.2M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions31$21.9M
Exits31$23.1M

All 13F filers, Q4 2024 → Q1 2025: 7,349,998 shares bought and 2,227,443 shares sold, net +5,122,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

Wealthfront Advisers LLC 0.47% Add +12.9% 5,680,720 $175.1M
Ameriprise Financial Inc. 0.03% Add +11.0% 4,002,178 $123.4M
Morgan Stanley 0.00% Add +3.5% 2,148,078 $66.2M
LPL Financial LLC 0.02% Add +8.8% 1,959,244 $60.4M
Renaissance Technologies 0.08% Add +12.6% 1,815,600 $56.0M
Bank of America Corp. 0.00% Add +5.2% 1,752,922 $54.0M
New York Life Investment Management LLC 0.50% Reduce -1.3% 1,590,085 $49.0M
IHT Wealth Management, LLC 1.15% Add +344.1% 1,191,409 $36.7M
Tiaa Trust, National Association 0.11% Add +32.4% 1,139,150 $35.1M
Curbstone Financial Management Corp 7.31% Add +5.4% 1,125,116 $34.7M
Wells Fargo & Company 0.01% Reduce -3.1% 1,098,880 $33.9M
Keybank National Association 0.13% Reduce -3.2% 1,079,032 $33.3M
Envestnet Asset Management Inc. 0.01% Add +6.7% 987,885 $30.4M
Facet Wealth, Inc. 0.78% Reduce -1.5% 978,998 $30.0M
Valmark Advisers, Inc. 0.41% Add +3.2% 882,501 $27.2M
State Street Corp. 0.00% Reduce -13.4% 878,713 $27.1M
Stratos Investment Management, LLC 1.38% Add +2.5% 840,185 $25.9M
Milestone Asset Management, LLC 5.52% Add +954.5% 839,993 $25.9M
Cornerstone Management, Inc. 4.45% Add +2.2% 771,307 $23.8M
Osaic Holdings, Inc. 0.05% Add +101.4% 745,450 $23.0M
Advisory Alpha, LLC 0.77% Add +6.3% 732,830 $22.6M
Towercrest Capital Management 4.07% Reduce -7.0% 695,838 $21.4M
Mfa Wealth Advisors, LLC 5.28% Add +1.3% 692,736 $21.4M
Alliance Wealth Management Group 5.55% Reduce -6.9% 668,984 $20.6M
UBS Group AG 0.00% Reduce -2.9% 616,830 $19.0M
Ameliora Wealth Management Ltd. 7.11% Add +66.0% 613,445 $18.9M
WESCAP Management Group, Inc. 4.41% Add +0.8% 585,883 $18.1M
Raymond James Financial Inc. 0.01% Add +11.9% 568,405 $17.5M
Commonwealth Equity Services, LLC 0.02% Add +14.2% 504,628 $15.6M
Providence First Trust Co 6.28% Reduce -2.4% 502,747 $15.5M
Appleton Partners Inc. 1.12% Add +7.8% 469,599 $14.5M
Prime Capital Investment Advisors, LLC 0.15% Add +34.7% 411,143 $12.7M
Integrity Alliance, Llc. 0.50% Add +40.8% 408,617 $12.6M
Whitcomb & Hess, Inc. 3.75% Add +0.7% 402,255 $12.4M
Cherry Tree Wealth Management, LLC 2.97% Add +11.8% 400,151 $12.3M
Penobscot Investment Management Company, Inc. 1.10% Add +30.8% 380,190 $11.7M
Assetmark, Inc. 0.03% Reduce -5.2% 376,720 $11.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +13.3% 347,066 $10.7M
Aspetuck Financial Management LLC 8.63% Add +8.6% 325,382 $10.0M
Parsons Capital Management Inc. 0.54% Add +28.1% 321,475 $9.9M
Allworth Financial LP 0.06% Reduce -15.1% 320,045 $9.8M
RFG Advisory, LLC 0.26% Add +40.2% 313,857 $9.7M
Sykon Capital LLC 3.62% Add +69.0% 308,965 $9.5M
NorthCoast Asset Management LLC 0.05% Add +0.1% 307,607 $9.5M
Buska Wealth Management, LLC 2.87% Add +12.5% 296,776 $9.1M
Private Advisor Group, LLC 0.05% Add +0.2% 293,274 $9.0M
Dean Investment Associates, LLC 1.29% Add +3.7% 283,013 $8.7M
Outlook Wealth Advisors, LLC 2.27% Add +7.6% 265,102 $8.2M
Cedar Mountain Advisors, LLC 1.76% Add +2.4% 255,198 $7.9M
Cannon Advisors, Inc. 7.21% Add +31.4% 253,904 $7.8M
Cetera Investment Advisers 0.02% Add +3.3% 253,840 $7.8M
Fiduciary Financial Group, LLC 1.68% Add +10.1% 254,367 $7.7M
Legacy Edge Advisors, LLC 1.20% Reduce -67.6% 250,588 $7.7M
Harbor Advisory Corp. 2.55% Reduce -3.6% 246,860 $7.6M
Alesco Advisors, LLC, An ESL Co 0.24% Add +6.4% 246,694 $7.6M
Capital Advisory Group Advisory Services, LLC 2.85% Add +12.6% 242,592 $7.5M
Cwm, LLC 0.03% Reduce -6.2% 239,437 $7.4M
Calton & Associates, Inc. 1.58% Add +1.7% 224,880 $6.9M
Steward Partners Investment Advisory, LLC 0.06% Reduce -2.5% 223,971 $6.9M
Courier Capital LLC 0.45% Reduce -2.6% 223,803 $6.9M
Coppell Advisory Solutions LLC 0.94% New 221,078 $6.8M
MML Investors Services, LLC 0.02% Add +51.4% 219,302 $6.8M
HighTower Advisors, LLC 0.01% Reduce -1.8% 210,076 $6.5M
Advisor Resource Council 0.51% New 216,429 $6.4M
Baird Financial Group, Inc. 0.01% Reduce -1.2% 194,619 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +61.5% 191,807 $5.9M
Better Money Decisions, LLC 3.94% Add +11.6% 191,311 $5.9M
Royal Bank of Canada 0.00% Reduce -0.8% 190,562 $5.9M
RiverGlades Family Offices LLC 4.02% Add +9.3% 181,185 $5.6M
Capital Investment Advisors, LLC 0.11% Reduce -0.4% 174,471 $5.4M
JPMorgan Chase & Co. 0.00% Add +81.8% 173,162 $5.3M
AlphaCore Capital LLC 0.41% Reduce -9.8% 157,958 $4.9M
Hobart Private Capital, LLC 1.18% Add +92.5% 153,451 $4.7M
Merit Financial Group, LLC 0.07% Add +1204.3% 150,827 $4.6M
Thrivent Financial for Lutherans 0.01% No change 142,239 $4.4M
Mariner, LLC 0.01% Add +18.7% 135,541 $4.2M
Flagship Harbor Advisors, LLC 0.22% Add +256.4% 134,060 $4.1M
Eagle Global Advisors LLC 0.17% Reduce -8.3% 130,867 $4.0M
Sowell Financial Services LLC 0.18% Add +8.6% 127,662 $3.9M
Terril Brothers, Inc. 1.45% Reduce -12.0% 126,640 $3.9M
Jones Financial Companies LLLP 0.00% Add +8.3% 121,494 $3.7M
Avity Investment Management Inc. 0.30% Add +31.9% 121,005 $3.7M
Generation Capital Management LLC 3.34% Add +3.6% 120,275 $3.7M
Moneco Advisors, LLC 0.38% Add +3.5% 120,206 $3.7M
Creative Planning 0.00% Reduce -3.3% 118,715 $3.7M
Farther Finance Advisors, LLC 0.09% Add +51.0% 116,187 $3.6M
BCS Wealth Management 0.91% Reduce -16.5% 115,256 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +327.2% 110,690 $3.4M
Atria Wealth Solutions, Inc. 0.04% Add +46.0% 107,835 $3.3M
Aries Wealth Management 0.90% Add +3.3% 107,563 $3.3M
Truist Financial Corp. 0.01% Add +8.4% 105,369 $3.2M
CENTRAL TRUST Co 0.08% Reduce -3.1% 104,903 $3.2M
New England Capital Financial Advisors LLC 1.61% Reduce -1.0% 102,687 $3.2M
United Community Bank 1.16% Reduce -11.1% 101,233 $3.1M
Kestra Private Wealth Services, LLC 0.05% Add +34.4% 100,219 $3.1M
Gould Capital, LLC 2.13% Add +3.7% 98,902 $3.0M
Tandem Investment Partners LLC 2.93% Reduce -2.0% 96,250 $3.0M
BNP Paribas Financial Markets 0.00% Add +16.9% 93,638 $2.9M
Sovran Advisors, LLC 0.37% Add +611.6% 92,307 $2.8M
Hilltop Holdings Inc. 0.17% Add +42.7% 86,581 $2.7M

"% 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 323 holders