Institutional Ownership Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN). We have compiled data on the 364 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
7,797
shares
|
$239,835
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
7,796
shares
|
$239,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,715
shares
|
$237,313
0.02% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,502
shares
|
$230,761
0.0% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
7,500
shares
|
$230,700
0.17% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$230,023
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
7,475
shares
|
$229,931
0.13% of portfolio
|
Q3 2025
Reduced 42.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,471
shares
|
$229,807
0.01% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,430
shares
|
$228,546
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,403
shares
|
$227,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
7,313
shares
|
$224,947
0.09% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
7,243
shares
|
$222,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,900
shares
|
$212,244
0.07% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
6,739
shares
|
$207,291
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,705
shares
|
$206,245
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
6,687
shares
|
$205,692
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,600
shares
|
$203,016
0.01% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,530
shares
|
$200,862
0.0% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,921
shares
|
$182,129
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,904
shares
|
$181,607
0.02% of portfolio
|
Q2 2024
Added 3.2%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,888
shares
|
$181,114
0.02% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,715
shares
|
$175,793
0.0% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,200
shares
|
$159,952
0.0% of portfolio
|
Q2 2025
Added 122.51%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
4,509
shares
|
$138,696
0.03% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,043
shares
|
$124,362
0.0% of portfolio
|
Q2 2025
Reduced 5.43%
|