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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
633,387
shares
|
$19.5 Million
0.01% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
614,618
shares
|
$18.9 Million
4.83% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
613,235
shares
|
$18.9 Million
4.39% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
555,169
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
529,152
shares
|
$16.3 Million
8.26% of portfolio
|
Q3 2022
Reduced 16.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
513,271
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
496,907
shares
|
$15.3 Million
5.53% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
473,705
shares
|
$14.6 Million
0.29% of portfolio
|
Q2 2025
Added 307.71%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
472,670
shares
|
$14.5 Million
1.27% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
441,986
shares
|
$13.6 Million
0.96% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,576
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
410,546
shares
|
$12.6 Million
3.84% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
409,743
shares
|
$12.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
402,054
shares
|
$12.4 Million
2.88% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
389,065
shares
|
$12 Million
0.46% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
372,140
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
365,366
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.99%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
361,085
shares
|
$11.1 Million
3.04% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
346,368
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
343,419
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
329,491
shares
|
$10.1 Million
0.64% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
324,617
shares
|
$9.99 Million
7.54% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
291,113
shares
|
$8.96 Million
10.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
288,670
shares
|
$8.88 Million
1.34% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
270,370
shares
|
$8.32 Million
1.5% of portfolio
|
Q2 2025
Added 6.29%
|