Q4 2025 13F Holders as of 31 Dec 2025
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Type / Class
-
Equity / BLOOMBERG INVT
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Total 13F shares
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1,518,381
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Share change
-
+217,980
-
Total reported value
-
$46,663,277
-
Price per share
-
$30.73
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Number of holders
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22
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Value change
-
+$6,698,105
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Number of buys
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11
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Number of sells
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6
Institutional Holders of SPDR SERIES TRUST - BLOOMBERG INVT (FLRN) as of Q4 2025
As of 31 Dec 2025 SPDR SERIES TRUST - BLOOMBERG INVT (FLRN) had 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,518,381 shares of stock of the company.
Largest 10 holders included APPLETON PARTNERS INC/MA, FIDUCIARY FINANCIAL GROUP, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SAX WEALTH ADVISORS, LLC, WEBSTERROGERS FINANCIAL ADVISORS, LLC, HORIZON FINANCIAL SERVICES, LLC, Carr Financial Group Corp, CVA Family Office, LLC, Old Port Advisors, and Eagle Capital Management, LLC.
This table shows 23 institutional shareholders of the security as of 31 Dec 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.