FLRN — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (FLRN)? 21 institutions reported holding $98.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($31.1M), Mfa Wealth Advisors, LLC ($29.0M), Whitcomb & Hess, Inc. ($16.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $31.1M | 1.0M | Added |
| 2 | MFA WEALTH ADVISORS, LLC | $29.0M | 940,604 | Added |
| 3 | Whitcomb & Hess, Inc. | $16.6M | 537,870 | Added |
| 4 | AVITY INVESTMENT MANAGEMENT INC. | $6.2M | 202,638 | Added |
| 5 | Ridgewood Investments LLC | $4.6M | 149,034 | Added |
| 6 | GILPIN WEALTH MANAGEMENT, LLC | $3.4M | 110,381 | Added |
| 7 | Buska Wealth Management, LLC | $3.3M | 106,723 | Trimmed |
| 8 | Aletheian Wealth Advisors LLC | $2.6M | 84,323 | Added |
| 9 | Worth Asset Management, LLC | $467,319 | 15,153 | Added |
| 10 | Tactive Advisors, LLC | $444,337 | 14,408 | Trimmed |
| 11 | Apella Capital, LLC | $433,651 | 14,102 | Hold |
| 12 | Bath Savings Trust Co | $260,814 | 8,457 | Added |
| 13 | CoreCap Advisors, LLC | $104,178 | 3,378 | Trimmed |
| 14 | Coastline Trust Co | $61,372 | 1,990 | Hold |
| 15 | Rosenberg Matthew Hamilton | $39,383 | 1,277 | Hold |
| 16 | TOTH FINANCIAL ADVISORY CORP | $24,827 | 805 | Hold |
| 17 | GAMMA Investing LLC | $11,658 | 378 | Hold |
| 18 | Bank of New Hampshire | $10,794 | 350 | Hold |
| 19 | Hickory Point Bank & Trust | $2,467 | 80 | Hold |
| 20 | YHB Investment Advisors, Inc. | $0 | 0 | Exited |
| 21 | Balefire, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30