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 365 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,826
shares
|
$56,186
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,625
shares
|
$50,001
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,600
shares
|
$49,232
0.0% of portfolio
|
Q4 2024
Added 819.54%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,509
shares
|
$46,431
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,300
shares
|
$40,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,281
shares
|
$39,416
0.0% of portfolio
|
Q3 2024
Added 128.34%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,280
shares
|
$39,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,277
shares
|
$39,293
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,275
shares
|
$39,231
0.02% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,135
shares
|
$34,923
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,010
shares
|
$31,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$30,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
981
shares
|
$30,185
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
845
shares
|
$26,000
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
816
shares
|
$25,108
0.0% of portfolio
|
Q2 2025
Reduced 88.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
811
shares
|
$24,954
0.01% of portfolio
|
Q2 2022
Reduced 94.43%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
805
shares
|
$24,769
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
768
shares
|
$23,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
726
shares
|
$22,339
0.01% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
726
shares
|
$22,339
0.01% of portfolio
|
Q2 2025
Added 205.04%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
696
shares
|
$21,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
633
shares
|
$19,477
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
615
shares
|
$18,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
615
shares
|
$18,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
580
shares
|
$17,846
0.0% of portfolio
|
Q2 2025
New holding
|