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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
371
shares
|
$11,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
350
shares
|
$10,766
0.0% of portfolio
|
Q1 2024
Reduced 54.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
342
shares
|
$10,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
317
shares
|
$9,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
311
shares
|
$9,566
0.0% of portfolio
|
Q1 2025
Added 180.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,535
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
292
shares
|
$8,981
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
285
shares
|
$8,766
0.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
280
shares
|
$8,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
275
shares
|
$8,459
0.0% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
207
shares
|
$6,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
201
shares
|
$6,182
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$6,152
0.0% of portfolio
|
Q4 2021
Reduced 29.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
188
shares
|
$5,782
0.0% of portfolio
|
Q3 2025
Reduced 81.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
177
shares
|
$5,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
130
shares
|
$3,998
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
130
shares
|
$3,998
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
120
shares
|
$3,691
0.0% of portfolio
|
Q3 2025
Reduced 99.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
83
shares
|
$2,553
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
69
shares
|
$2,122
0.0% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
68
shares
|
$2,091
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%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
64
shares
|
$1,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$1,414
0.0% of portfolio
|
Q1 2024
Reduced 92.81%
|