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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,281
shares
|
$39,403
0.0% of portfolio
|
Q3 2024
Added 128.34%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
1,277
shares
|
$39,280
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,275
shares
|
$39,219
0.02% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,135
shares
|
$34,912
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
984
shares
|
$30,267
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
848
shares
|
$26,084
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
823
shares
|
$25,315
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
816
shares
|
$25,100
0.0% of portfolio
|
Q2 2025
Reduced 88.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
811
shares
|
$24,946
0.0% of portfolio
|
Q2 2022
Reduced 94.43%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
805
shares
|
$24,761
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
768
shares
|
$23,623
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
722
shares
|
$22,208
0.0% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
712
shares
|
$21,901
0.0% of portfolio
|
Q3 2025
Reduced 78.72%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
711
shares
|
$21,870
0.01% of portfolio
|
Q3 2025
Reduced 29.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
696
shares
|
$21,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
633
shares
|
$19,471
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
622
shares
|
$19,132
0.01% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
615
shares
|
$18,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
615
shares
|
$18,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
580
shares
|
$17,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
561
shares
|
$17,256
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
520
shares
|
$15,995
0.01% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
503
shares
|
$15,472
0.0% of portfolio
|
Q3 2025
Added 35.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
487
shares
|
$14,980
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
378
shares
|
$11,627
0.0% of portfolio
|
Q2 2025
New holding
|