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 362 institutions that hold shares in the stock, with a total of 61.2 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 |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
688,031
shares
|
$21.2 Million
4.76% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
684,300
shares
|
$21.1 Million
3.49% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
665,312
shares
|
$20.5 Million
3.32% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
637,443
shares
|
$19.6 Million
4.39% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
617,693
shares
|
$19 Million
4.11% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
610,020
shares
|
$18.8 Million
6.27% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
586,165
shares
|
$18.1 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
529,152
shares
|
$16.3 Million
8.26% of portfolio
|
Q3 2022
Reduced 16.85%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
509,483
shares
|
$15.7 Million
1.24% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
505,432
shares
|
$15.6 Million
5.54% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
501,187
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
475,429
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
450,751
shares
|
$13.9 Million
3.84% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
445,934
shares
|
$13.7 Million
0.92% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
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 |
Nov 05, 2025 Q3 2025 |
426,229
shares
|
$13.1 Million
0.17% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
416,064
shares
|
$12.8 Million
2.82% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
377,421
shares
|
$11.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
352,563
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
342,384
shares
|
$10.5 Million
0.62% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
323,542
shares
|
$9.97 Million
6.84% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
320,645
shares
|
$9.88 Million
2.97% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
318,985
shares
|
$9.83 Million
1.04% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
316,364
shares
|
$9.75 Million
0.01% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
306,740
shares
|
$9.45 Million
0.45% of portfolio
|
Q3 2025
Added 18.54%
|
|