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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
616,830
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
613,445
shares
|
$18.9 Million
7.11% of portfolio
|
Q1 2025
Added 66.04%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
585,883
shares
|
$18 Million
4.48% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
568,405
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
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
|
May 09, 2025 Q1 2025 |
504,628
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
502,747
shares
|
$15.5 Million
6.41% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
469,599
shares
|
$14.5 Million
1.12% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
411,143
shares
|
$12.7 Million
0.15% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
408,617
shares
|
$12.6 Million
0.5% of portfolio
|
Q1 2025
Added 40.77%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
402,255
shares
|
$12.4 Million
4.04% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
400,151
shares
|
$12.3 Million
2.97% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
380,190
shares
|
$11.7 Million
1.12% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
376,720
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
347,066
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
325,382
shares
|
$10 Million
8.63% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
321,475
shares
|
$9.9 Million
0.56% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
320,045
shares
|
$9.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
313,857
shares
|
$9.66 Million
0.28% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
308,965
shares
|
$9.51 Million
3.62% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
307,607
shares
|
$9.47 Million
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
296,776
shares
|
$9.14 Million
2.87% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
293,274
shares
|
$9.03 Million
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
291,113
shares
|
$8.96 Million
10.19% of portfolio
|
Q4 2024
Reduced 3.19%
|