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 |
|---|---|---|---|---|---|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
684,300
shares
|
$21 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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
656,186
shares
|
$20.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
650,546
shares
|
$20 Million
7.17% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
$15.5 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%
|
|
|
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 |
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 |
Nov 05, 2025 Q3 2025 |
377,421
shares
|
$11.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
372,140
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
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
|
Q4 2024
Reduced 10.53%
|
|
|
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
|
$9.95 Million
6.84% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
291,405
shares
|
$8.96 Million
1.45% of portfolio
|
Q3 2025
Added 18.41%
|