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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
561
shares
|
$17,261
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
520
shares
|
$16,000
0.01% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
487
shares
|
$14,984
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
378
shares
|
$11,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
371
shares
|
$11,415
0.0% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
371
shares
|
$11,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
350
shares
|
$10,769
0.0% of portfolio
|
Q1 2024
Reduced 54.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
342
shares
|
$10,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
317
shares
|
$9,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
311
shares
|
$9,569
0.0% of portfolio
|
Q1 2025
Added 180.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,538
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
292
shares
|
$8,984
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
285
shares
|
$8,769
0.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
275
shares
|
$8,461
0.0% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
216
shares
|
$6,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
201
shares
|
$6,184
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$6,154
0.0% of portfolio
|
Q4 2021
Reduced 29.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
177
shares
|
$5,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
130
shares
|
$4,000
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
130
shares
|
$4,000
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
69
shares
|
$2,123
0.0% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
68
shares
|
$2,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
68
shares
|
$2,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
66
shares
|
$2,030
0.0% of portfolio
|
Q4 2024
Reduced 74.71%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
66
shares
|
$2,030
0.0% of portfolio
|
Q4 2024
Reduced 74.71%
|