Public ownership evidence

State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) Ownership Disclosures

Read FLRN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Bloomberg Investment Grade Floating Rate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
AFFINITY WEALTH LLC
Report period
2025-12-31
Available
2026-08-27
Reported shares
2,029
Value (USD)
$62,351
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111764-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FLRN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FLRN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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AFFINITY WEALTH LLC2025-12-312026-08-272,029$62,351None
AFFINITY WEALTH LLC2025-09-302026-08-272,029$62,615None
AFFINITY WEALTH LLC2025-06-302026-08-272,029$62,554None
Legacy Edge Advisors, LLC2025-09-302026-08-27235,794$7,276,592None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,524$293,815None
Legacy Edge Advisors, LLC2025-06-302026-08-18220,717$6,804,719None
Legacy Edge Advisors, LLC2025-03-312026-08-18250,588$7,723,136None
Legacy Edge Advisors, LLC2024-09-302026-08-18663,012$20,453,916None
Legacy Edge Advisors, LLC2024-06-302026-08-18559,588$17,263,304None
Legacy Edge Advisors, LLC2024-03-312026-08-18399,617$12,320,179None
Legacy Edge Advisors, LLC2024-12-312026-08-18774,178$23,790,487None
Legacy Edge Advisors, LLC2023-12-312026-08-18286,115$8,752,258None
Comprehensive Money Management Services LLC2026-06-302026-08-1815,780$486,798None
Corient Private Wealth LP2026-06-302026-08-1819,748$609,214None
Integrated Investment Consultants, LLC2026-06-302026-08-1815,697$484,252None
Empowered Funds, LLC2026-06-302026-08-18144,892$4,454,342None
Transamerica Financial Advisors, LLC2026-06-302026-08-1850$1,564None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1818,781$578,992None
Equitable Holdings, Inc.2026-06-302026-08-1850,823$1,567,898None
10Elms LLP2026-06-302026-08-15111,271$3,432,723None
Glen Eagle Advisors, LLC2026-06-302026-08-1534,407$1,061,469None
JPL Wealth Management, LLC2026-06-302026-08-151,298$40,044None
Viaable, LLC2026-06-302026-08-15133,961$4,134,939None
Samara Investment Management, LLC2026-06-302026-08-1514,124$435,725None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1574,184$2,288,576None
Talisman Wealth Advisors LLC2026-06-302026-08-152,425$222,227None
Ameritas Advisory Services, LLC2026-06-302026-08-15171,866$5,302,066None
WCG Wealth Advisors LLC2026-06-302026-08-1540,669$1,254,635None
Prestige Wealth Management Group LLC2026-06-302026-08-15130$4,011None
Western Wealth Management, LLC2026-06-302026-08-1527,304$842,330None
Western Wealth Management, LLC2026-06-302026-08-1539,882$1,230,345None
Foundations Investment Advisors, LLC2026-06-302026-08-1596,325$2,971,613None
IFG Advisory, LLC2026-06-302026-08-1510,227$315,504None
Ceeto Capital Group, LLC2026-06-302026-08-1549,000$1,512,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-1533,146$1,022,554None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,000$617,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,113$96,051None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,871$119,409None
OSAIC HOLDINGS, INC.2026-06-302026-08-15331,284$10,220,424None
JANE STREET GROUP, LLC2026-06-302026-08-1519,485$601,112None
HRT FINANCIAL LP2026-06-302026-08-1547,263$1,458,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,587$604,259None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,830$210,706None
Gotham Asset Management, LLC2026-06-302026-08-15325,097$10,029,242None
Waverly Advisors, LLC2026-06-302026-08-1532,379$998,885None
&PARTNERS2026-06-302026-08-1529,035$899,748None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15177,864$5,485,339None
AMERIPRISE FINANCIAL INC2026-06-302026-08-155,350$165,048None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1510,354$319,414None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,088,784$126,596,038None

90-day public filing window, up to 50 source positions.

AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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