Security Snapshot

State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common (FLRN) Institutional Ownership

CUSIP: 78468R200

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

340

Shares (Excl. Options)

56,817,617

Price

$30.73

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Type / Class
Equity / Common
Symbol
FLRN
Shares outstanding
88,034,672
Price per share
$30.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
56,817,617
Total reported value
$1,746,537,715
% of total 13F portfolios
0.01%
Share change
-286,903
Value change
-$9,190,996
Number of holders
340
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FLRN - State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common is tracked under CUSIP 78468R200.
  • 340 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 340 to 71 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,746,537,715 to $269,625,367.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 340 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 78468R200?
CUSIP 78468R200 identifies FLRN - State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common (FLRN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 5% $136,076,865 4,428,144 First Trust Portfolios L.P. 31 Dec 2025

As of 31 Dec 2025, 340 institutional investors reported holding 56,817,617 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common (FLRN). This represents 65% of the company’s total 88,034,672 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common (FLRN) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Wealthfront Advisers LLC 5.6% 4,935,059 +21% 0.34% $151,654,363
AMERIPRISE FINANCIAL INC 4.4% 3,840,153 +2.2% 0.03% $118,005,562
WELLS FARGO & COMPANY/MN 2.8% 2,444,617 +63% 0.01% $75,123,076
ROYAL BANK OF CANADA 2.4% 2,143,297 +12% 0.01% $65,863,000
MORGAN STANLEY 2.4% 2,102,442 +7.1% 0% $64,608,063
LPL Financial LLC 2.2% 1,967,860 -12% 0.02% $60,472,330
BANK OF AMERICA CORP /DE/ 2% 1,786,743 -3.2% 0% $54,906,616
ENVESTNET ASSET MANAGEMENT INC 2% 1,748,186 +30% 0.02% $53,721,753
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1.8% 1,563,991 -0.27% 0.41% $48,061,452
Curbstone Financial Management Corp 1.4% 1,257,076 +4.6% 7.4% $38,629,945
KEYBANK NATIONAL ASSOCIATION/OH 1.3% 1,157,419 +6.5% 0.13% $35,567,488
Facet Wealth, Inc. 1.2% 1,087,056 +4.7% 0.59% $33,524,797
Valmark Advisers, Inc. 1.1% 977,389 +3.8% 0.37% $30,035,177
STATE STREET CORP 1.1% 963,980 +2.8% 0% $29,623,105
Advisory Alpha, LLC 1.1% 940,761 +31% 0.79% $28,909,614
Stratos Investment Management, LLC 1% 920,342 +5.2% 1.1% $28,282,114
Farther Finance Advisors, LLC 0.92% 810,578 +10% 0.27% $24,909,055
MILESTONE ASSET MANAGEMENT, LLC 0.87% 768,929 -31% 4.5% $23,629,212
MFA WEALTH ADVISORS, LLC 0.83% 732,753 +6.5% 4.8% $22,517,507
RAYMOND JAMES FINANCIAL INC 0.83% 729,818 -2.3% 0.01% $22,427,296
WESCAP Management Group, Inc. 0.82% 724,551 +17% 4.5% $22,265,465
Cornerstone Management, Inc. 0.82% 720,522 +5.3% 3.6% $22,141,642
Towercrest Capital Management 0.74% 651,222 -2.1% 3.2% $20,012,067
Ameliora Wealth Management Ltd. 0.72% 633,135 +3.8% 5.9% $19,456,239
Alliance Wealth Management Group 0.71% 623,744 -2.1% 4.2% $19,167,656

Institutional Holders of State Street SPDR Bloomberg Investment Grade Floating Rate ETF - Common (FLRN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 8,764,893 $269,625,367 -$7,890,971 $30.78 71
2025 Q4 56,817,617 $1,746,537,715 -$9,190,996 $30.73 340
2025 Q3 56,991,005 $1,758,685,588 +$96,776,809 $30.86 326
2025 Q2 54,098,739 $1,667,757,301 -$49,950,460 $30.83 335
2025 Q1 55,631,792 $1,713,906,127 +$174,806,578 $30.82 321
2024 Q4 50,620,237 $1,555,653,289 -$43,268,306 $30.73 328
2024 Q3 50,568,648 $1,559,786,317 -$150,178,947 $30.85 314
2024 Q2 55,147,491 $1,701,224,633 +$97,757,347 $30.85 322
2024 Q1 51,069,750 $1,574,310,447 -$164,155,769 $30.83 317
2023 Q4 56,507,409 $1,728,681,042 -$5,882,807 $30.59 326
2023 Q3 55,769,755 $1,702,900,350 -$78,608,750 $30.72 315
2023 Q2 58,513,414 $1,798,117,931 -$507,313,559 $30.69 323
2023 Q1 74,615,191 $2,268,776,858 +$50,773,854 $30.43 334
2022 Q4 73,134,088 $2,222,502,537 -$128,234,832 $30.39 348
2022 Q3 76,989,302 $2,333,976,521 -$6,894,789 $30.30 336
2022 Q2 77,389,877 $2,331,381,368 +$326,474,769 $30.11 344
2022 Q1 66,925,587 $2,040,581,653 +$424,220,521 $30.49 337
2021 Q4 53,430,113 $1,634,407,556 +$6,678,205 $30.59 299
2021 Q3 52,331,427 $1,604,742,297 +$4,670,899 $30.66 280
2021 Q2 52,190,618 $1,604,557,088 +$77,474,295 $30.65 284
2021 Q1 49,010,243 $1,499,215,460 -$39,337,611 $30.64 271
2020 Q4 50,706,737 $1,553,749,851 -$144,173,284 $30.59 278
2020 Q3 54,886,512 $1,678,341,552 -$30,447,943 $30.58 259
2020 Q2 53,898,942 $1,642,944,340 -$16,803,627 $30.48 263
2020 Q1 53,955,495 $1,587,160,417 -$347,266,637 $29.40 276
2019 Q4 66,040,514 $2,029,403,671 -$373,076,033 $30.73 301
2019 Q3 76,389,019 $2,350,119,524 -$66,250,811 $30.76 279
2019 Q2 78,507,038 $2,412,273,192 +$159,400,967 $30.73 295
2019 Q1 74,071,063 $2,271,985,825 -$214,065,356 $30.70 291
2018 Q4 80,574,954 $2,447,457,971 +$37,020,567 $30.37 284
2018 Q3 76,652,961 $2,360,077,835 +$385,484,858 $30.79 251
2018 Q2 64,812,766 $1,993,221,423 +$613,906,532 $30.75 217
2018 Q1 44,639,583 $1,371,751,640 +$512,247,148 $30.73 176
2017 Q4 27,970,961 $857,899,716 +$269,604,956 $30.67 142
2017 Q3 17,228,604 $529,612,373 +$31,705,260 $30.74 98
2017 Q2 16,260,459 $499,549,368 +$84,100,624 $30.72 98
2017 Q1 13,382,558 $411,211,370 +$156,685,203 $30.73 77
2016 Q4 8,384,863 $256,736,000 +$15,112,344 $30.62 55
2016 Q3 7,652,721 $234,626,951 +$101,387,499 $30.66 45
2016 Q2 4,345,872 $132,367,899 +$22,665,085 $30.46 39
2016 Q1 3,587,067 $109,020,876 -$1,501,329 $30.39 36
2015 Q4 3,598,008 $109,457,887 +$3,155,047 $30.42 38
2015 Q3 3,532,017 $107,171,883 +$8,144,111 $30.40 38
2015 Q2 3,280,452 $100,507,898 +$4,863,430 $30.64 36
2015 Q1 3,122,431 $95,481,083 -$19,007,705 $30.58 37
2014 Q4 3,904,182 $118,907,482 +$5,620,417 $30.48 37
2014 Q3 3,614,333 $110,826,974 +$4,780,098 $30.65 34
2014 Q2 3,460,162 $106,098,166 -$1,530,226 $30.66 31
2014 Q1 3,510,682 $107,468,109 -$1,008,502 $30.61 25