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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
150,420
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
147,672
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
144,576
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
142,363
shares
|
$4.38 Million
0.33% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
140,483
shares
|
$4.32 Million
0.66% of portfolio
|
Q2 2023
Reduced 8.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
129,514
shares
|
$3.98 Million
0.16% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
127,797
shares
|
$3.93 Million
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
126,145
shares
|
$3.88 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
118,650
shares
|
$3.65 Million
0.32% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
114,503
shares
|
$3.52 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
112,397
shares
|
$3.46 Million
2.51% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
112,253
shares
|
$3.45 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
110,993
shares
|
$3.41 Million
0.92% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
110,786
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
110,567
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
108,316
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
104,721
shares
|
$3.22 Million
0.09% of portfolio
|
Q2 2025
Added 654406.25%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
103,578
shares
|
$3.19 Million
0.78% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
101,865
shares
|
$3.13 Million
3.76% of portfolio
|
Q2 2022
Added 7.6%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
101,675
shares
|
$3.13 Million
2.58% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
101,333
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
100,539
shares
|
$3.09 Million
0.96% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,286
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
100,061
shares
|
$3.08 Million
0.05% of portfolio
|
Q2 2025
Added 2982.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
97,911
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.98%
|