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 354 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
890
shares
|
$27,403
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
874
shares
|
$26,910
0.02% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
811
shares
|
$24,970
0.01% of portfolio
|
Q2 2022
Reduced 94.43%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
810
shares
|
$24,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
805
shares
|
$24,785
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
768
shares
|
$23,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
768
shares
|
$23,646
0.0% of portfolio
|
Q4 2024
Reduced 49.71%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
696
shares
|
$21,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
633
shares
|
$19,490
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
628
shares
|
$19,336
0.01% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
615
shares
|
$18,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
615
shares
|
$18,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
610
shares
|
$18,781
0.0% of portfolio
|
Q1 2024
Added 45.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
561
shares
|
$17,273
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
522
shares
|
$16,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
520
shares
|
$16,010
0.01% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
487
shares
|
$14,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
399
shares
|
$12,285
0.0% of portfolio
|
Q4 2024
Reduced 64.22%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
371
shares
|
$11,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
350
shares
|
$10,776
0.0% of portfolio
|
Q1 2024
Reduced 54.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
342
shares
|
$10,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
316
shares
|
$9,729
0.0% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
311
shares
|
$9,575
0.0% of portfolio
|
Q1 2025
Added 180.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,544
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
304
shares
|
$9,360
0.0% of portfolio
|
Q1 2025
New holding
|