SPDR SERIES TRUST (FLRN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
354
Reporting holders
$1.9B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | $156.3M | 5,067,526 | 0.30% | 13q | -4.7%-$7.8M |
| AMERIPRISE FINANCIAL INC | $127.1M | 4,105,014 | 0.03% | 31q | -46.1%-$108.8M |
| LPL Financial LLC | $121.4M | 3,934,329 | 0.03% | 31q | +77.6%+$53.0M |
| ENVESTNET ASSET MANAGEMENT INC | $83.3M | 2,699,472 | 0.02% | 31q | +18.1%+$12.8M |
| BANK OF AMERICA CORP /DE/ | $75.8M | 2,456,048 | 0.00% | 31q | +82.9%+$34.4M |
| MORGAN STANLEY | $60.9M | 1,974,296 | 0.00% | 35q | -15.3%-$11.0M |
| New York Life Investment Management LLC | $60.7M | 1,967,252 | 0.42% | 17q | +29.7%+$13.9M |
| WELLS FARGO & COMPANY/MN | $57.7M | 1,868,939 | 0.01% | 31q | -57.9%-$79.3M |
| Curbstone Financial Management Corp | $40.2M | 1,304,506 | 6.86% | 31q | +2.7%+$1.0M |
| Facet Wealth, Inc. | $36.0M | 1,166,828 | 0.52% | 14q | -1.8%-$642.1K |
| Cetera Investment Advisers | $31.1M | 1,007,464 | 0.03% | 23q | +81.4%+$13.9M |
| Stratos Investment Management, LLC | $30.6M | 991,167 | 1.11% | 30q | +3.2%+$938.7K |
| Farther Finance Advisors, LLC | $30.1M | 976,402 | 0.24% | 15q | +5.6%+$1.6M |
| KEYBANK NATIONAL ASSOCIATION/OH | $29.9M | 969,434 | 0.10% | 31q | -4.3%-$1.3M |
| STATE STREET CORP | $29.0M | 941,322 | 0.00% | 31q | +36.0%+$7.7M |
| MFA WEALTH ADVISORS, LLC | $28.7M | 930,045 | 4.89% | 18q | +16.2%+$4.0M |
| Cornerstone Management, Inc. | $26.9M | 872,431 | 3.87% | 22q | +19.0%+$4.3M |
| RAYMOND JAMES FINANCIAL INC | $26.1M | 847,170 | 0.01% | 7q | +17.8%+$4.0M |
| Advisory Alpha, LLC | $24.9M | 806,621 | 0.61% | 22q | -5.0%-$1.3M |
| MILESTONE ASSET MANAGEMENT, LLC | $24.6M | 796,500 | 3.86% | 7q | +41.9%+$7.3M |
| WESCAP Management Group, Inc. | $24.4M | 790,575 | 4.55% | 31q | +12.0%+$2.6M |
| Ameliora Wealth Management Ltd. | $22.9M | 742,057 | 6.80% | 16q | +0.8%+$182.2K |
| Beacon Capital Management, Inc. | $22.7M | 736,373 | 1.37% | 4q | -61.2%-$35.8M |
| DEAN INVESTMENT ASSOCIATES, LLC | $20.4M | 662,326 | 1.34% | 31q | +113.5%+$10.9M |
| Penobscot Investment Management Company, Inc. | $19.4M | 629,278 | 1.33% | 31q | +12.4%+$2.1M |
| CITADEL ADVISORS LLC | $16.9M | 549,371 | 0.00% | 2q | +2914.4%+$16.4M |
| ALLSTATE CORP | $16.9M | 549,206 | 0.17% | new | NEW |
| Towercrest Capital Management | $16.7M | 541,503 | 2.33% | 31q | -7.4%-$1.3M |
| Providence First Trust Co | $16.3M | 527,836 | 4.55% | 31q | +6.9%+$1.0M |
| Whitcomb & Hess, Inc. | $16.2M | 526,422 | 3.51% | 9q | +2.5%+$401.4K |
| Alliance Wealth Management Group | $15.8M | 512,832 | 3.08% | 30q | -8.2%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 483,776 | 0.02% | 31q | +4.8%+$681.3K |
| IHT Wealth Management, LLC | $14.7M | 477,237 | 0.31% | 14q | -5.1%-$786.3K |
| Legacy Edge Advisors, LLC | $14.7M | 475,048 | 0.80% | 10q | +86.0%+$6.8M |
| Coppell Advisory Solutions LLC | $14.3M | 873,369 | 1.18% | new | NEW |
| RFG Advisory, LLC | $14.0M | 454,959 | 0.22% | 31q | +13.6%+$1.7M |
| Prime Capital Investment Advisors, LLC | $13.5M | 437,018 | 0.13% | 13q | -2.8%-$382.0K |
| ASSETMARK, INC | $13.2M | 429,451 | 0.02% | 31q | +30164.3%+$13.2M |
| UBS Group AG | $13.2M | 427,906 | 0.00% | 31q | -1.6%-$215.3K |
| Merit Financial Group, LLC | $12.9M | 417,850 | 0.04% | 16q | +110.2%+$6.8M |
| JPMORGAN CHASE & CO | $12.5M | 403,917 | 0.00% | 31q | +47.2%+$4.0M |
| OSAIC HOLDINGS, INC. | $12.1M | 391,414 | 0.01% | 26q | +3.7%+$434.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $11.7M | 378,061 | 0.53% | 31q | -4.9%-$604.6K |
| Atria Investments, Inc | $10.7M | 347,151 | 0.11% | 6q | +77.6%+$4.7M |
| FIDUCIARY FINANCIAL GROUP, LLC | $10.2M | 330,908 | 1.16% | 9q | +5.0%+$484.4K |
| Gotham Asset Management, LLC | $10.0M | 325,097 | 0.02% | new | NEW |
| Aspetuck Financial Management LLC | $9.8M | 317,768 | 5.77% | 7q | +1.2%+$116.6K |
| Valmark Advisers, Inc. | $9.1M | 294,730 | 0.10% | 31q | -70.4%-$21.6M |
| Private Advisor Group, LLC | $9.0M | 291,690 | 0.04% | 31q | +4.5%+$385.8K |
| CoreCap Advisors, LLC | $8.8M | 284,005 | 0.26% | 10q | +32283.7%+$8.7M |
| CALTON & ASSOCIATES, INC. | $8.7M | 280,541 | 1.27% | 11q | -13.2%-$1.3M |
| Steward Partners Investment Advisory, LLC | $7.6M | 247,920 | 0.04% | 31q | +4.6%+$334.0K |
| Cedar Mountain Advisors, LLC | $7.4M | 240,255 | 1.28% | 18q | HELD |
| Cannon Advisors, Inc. | $7.2M | 234,795 | 4.40% | 8q | +12.4%+$799.9K |
| NorthCoast Asset Management LLC | $7.1M | 229,595 | 0.16% | 10q | +3.9%+$263.3K |
| RiverGlades Family Offices LLC | $7.0M | 226,620 | 3.21% | 28q | +5.6%+$371.8K |
| MATAURO, LLC | $6.8M | 222,022 | 0.91% | 3q | -1.5%-$102.9K |
| Capital Investment Advisors, LLC | $6.7M | 215,995 | 0.09% | 31q | -0.9%-$59.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4M | 208,428 | 0.00% | 31q | -6.7%-$458.5K |
| Mosley Wealth Management | $6.2M | 201,798 | 1.98% | 3q | +1806.1%+$5.9M |
| AVITY INVESTMENT MANAGEMENT INC. | $5.9M | 191,038 | 0.38% | 31q | +1.9%+$107.2K |
| ROYAL BANK OF CANADA | $5.9M | 190,460 | 0.00% | 31q | -3.9%-$238.4K |
| MML INVESTORS SERVICES, LLC | $5.8M | 188,605 | 0.01% | 31q | +9.8%+$518.3K |
| HERITAGE OAK WEALTH ADVISORS LLC | $5.6M | 182,826 | 1.66% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.5M | 177,864 | 0.00% | 9q | +28.2%+$1.2M |
| HARBOR ADVISORY CORP /MA/ | $5.5M | 176,865 | 1.46% | 31q | -2.5%-$142.7K |
| Ameritas Advisory Services, LLC | $5.3M | 171,866 | 0.11% | 2q | -40.2%-$3.6M |
| Buska Wealth Management, LLC | $5.2M | 169,860 | 1.89% | 10q | -21.3%-$1.4M |
| Alesco Advisors, LLC, An ESL Co | $5.2M | 169,272 | 0.12% | 31q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $4.9M | 158,780 | 0.01% | 2q | -8.2%-$438.9K |
| Focus Partners Wealth | $4.7M | 152,532 | 0.00% | 3q | +9.7%+$414.2K |
| TRUIST FINANCIAL CORP | $4.6M | 148,498 | 0.01% | 27q | +6.8%+$292.3K |
| Empowered Funds, LLC | $4.5M | 144,892 | 0.02% | 5q | +22.3%+$813.3K |
| SAX WEALTH ADVISORS, LLC | $4.4M | 143,009 | 0.18% | 6q | +2.0%+$86.2K |
| COURIER CAPITAL LLC | $4.4M | 141,250 | 0.22% | 31q | -2.2%-$99.4K |
| EAGLE GLOBAL ADVISORS LLC | $4.3M | 139,750 | 0.14% | 31q | +3.7%+$154.2K |
| Ridgewood Investments LLC | $4.3M | 138,864 | 1.60% | 23q | +10.0%+$389.1K |
| Baird Financial Group, Inc. | $4.3M | 137,892 | 0.01% | 31q | -2.1%-$91.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $4.2M | 137,372 | 0.01% | 2q | -34.2%-$2.2M |
| HighTower Advisors, LLC | $4.2M | 136,225 | 0.00% | 31q | -15.8%-$787.2K |
| Viaable, LLC | $4.1M | 133,961 | 3.43% | new | FIRST |
| Generation Capital Management LLC | $4.1M | 132,333 | 2.51% | 7q | -1.2%-$51.5K |
| JACOBSON & SCHMITT ADVISORS, LLC | $4.1M | 131,759 | 0.66% | 4q | +2.7%+$108.0K |
| Sowell Financial Services LLC | $3.9M | 127,974 | 0.13% | 11q | +1.3%+$50.7K |
| Terril Brothers, Inc. | $3.9M | 124,835 | 0.99% | 31q | HELD |
| Aries Wealth Management | $3.8M | 123,585 | 0.75% | 17q | -2.1%-$80.2K |
| Asset One Wealth Management LLC | $3.7M | 121,554 | 0.39% | 3q | +22.8%+$694.3K |
| MONECO ADVISORS, LLC | $3.7M | 120,355 | 0.23% | 11q | +1.0%+$35.4K |
| SYKON CAPITAL LLC | $3.4M | 111,473 | 1.06% | 10q | +288.9%+$2.6M |
| 10Elms LLP | $3.4M | 111,271 | 1.45% | 7q | +115.7%+$1.8M |
| GILPIN WEALTH MANAGEMENT, LLC | $3.4M | 110,357 | 2.35% | 3q | +5.9%+$190.1K |
| Tandem Investment Partners LLC | $3.4M | 110,235 | 2.62% | 7q | +2.0%+$68.2K |
| Creative Planning | $3.3M | 107,564 | 0.00% | 18q | -5.4%-$190.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 107,453 | 0.04% | 16q | +0.9%+$31.2K |
| Gould Capital, LLC | $3.2M | 105,223 | 1.81% | 19q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 104,486 | 0.01% | 7q | +0.6%+$17.9K |
| GUGGENHEIM CAPITAL LLC | $3.0M | 96,515 | 0.02% | 31q | +8.0%+$219.5K |
| Foundations Investment Advisors, LLC | $3.0M | 96,325 | 0.03% | 9q | +11.8%+$314.2K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $2.9M | 95,067 | 0.75% | 23q | +1.7%+$49.3K |
| Sovran Advisors, LLC | $2.9M | 93,798 | 0.22% | 7q | +684.0%+$2.5M |
Showing the largest 100 of 363 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 354 | $1.9B | 62,991,759 | 41 | 132 | 108 | 0.0% |
| Q1 2026 | 345 | $1.9B | 62,312,010 | 35 | 116 | 107 | 0.0% |
| Q4 2025 | 336 | $1.7B | 55,948,729 | 42 | 122 | 84 | 0.0% |
| Q3 2025 | 319 | $1.8B | 56,848,643 | 25 | 116 | 99 | 0.0% |
| Q2 2025 | 329 | $1.7B | 54,202,877 | 25 | 95 | 116 | 0.1% |
| Q1 2025 | 312 | $1.7B | 53,804,930 | 30 | 113 | 83 | 0.1% |
| Q4 2024 | 318 | $1.5B | 49,168,164 | 26 | 101 | 100 | 0.1% |
| Q3 2024 | 303 | $1.5B | 49,887,537 | 23 | 103 | 102 | 0.0% |
| Q2 2024 | 303 | $1.7B | 53,733,583 | 31 | 99 | 105 | 0.0% |
| Q1 2024 | 293 | $1.6B | 52,319,544 | 25 | 104 | 105 | 0.0% |
| Q4 2023 | 302 | $1.7B | 54,495,927 | 25 | 80 | 127 | 0.1% |
| Q3 2023 | 289 | $1.6B | 52,188,946 | 20 | 86 | 119 | 0.1% |
| Q2 2023 | 298 | $1.7B | 55,772,858 | 20 | 84 | 136 | 0.1% |
| Q1 2023 | 298 | $2.1B | 69,504,066 | 31 | 80 | 132 | 0.0% |
| Q4 2022 | 284 | $2.0B | 65,526,814 | 29 | 85 | 110 | 0.0% |
| Q3 2022 | 337 | $2.3B | 76,990,078 | 30 | 106 | 130 | 0.0% |
| Q2 2022 | 348 | $2.4B | 78,052,018 | 40 | 121 | 115 | 0.0% |
| Q1 2022 | 338 | $2.0B | 66,938,409 | 57 | 119 | 96 | 0.0% |
| Q4 2021 | 300 | $1.6B | 53,430,136 | 26 | 94 | 95 | 0.0% |
| Q3 2021 | 281 | $1.6B | 52,331,450 | 22 | 103 | 83 | 0.0% |
| Q2 2021 | 286 | $1.6B | 52,190,641 | 30 | 101 | 85 | 0.0% |
| Q1 2021 | 274 | $1.6B | 51,335,409 | 21 | 92 | 98 | 0.0% |
| Q4 2020 | 280 | $1.6B | 50,690,737 | 24 | 77 | 110 | 0.0% |
| Q3 2020 | 261 | $1.7B | 54,938,449 | 22 | 78 | 107 | 0.0% |
| Q2 2020 | 263 | $1.6B | 53,946,549 | 20 | 82 | 99 | 0.0% |
| Q1 2020 | 280 | $1.6B | 54,244,108 | 29 | 80 | 131 | 0.0% |
| Q4 2019 | 304 | $2.0B | 66,043,333 | 32 | 104 | 95 | 0.0% |
| Q3 2019 | 278 | $2.4B | 76,877,348 | 19 | 124 | 98 | 0.0% |
| Q2 2019 | 297 | $2.4B | 78,791,887 | 33 | 130 | 99 | 0.0% |
| Q1 2019 | 293 | $2.3B | 74,105,487 | 36 | 105 | 115 | 0.0% |
| Q4 2018 | 287 | $2.5B | 80,575,495 | 4 | 9 | 4 | 0.0% |