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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
98,683
shares
|
$3.04 Million
0.65% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
94,908
shares
|
$2.92 Million
0.31% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
93,976
shares
|
$2.89 Million
1.98% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,079
shares
|
$2.86 Million
0.12% of portfolio
|
Q3 2022
Added 40.89%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
89,678
shares
|
$2.76 Million
0.95% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
85,797
shares
|
$2.64 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,298
shares
|
$2.35 Million
1.32% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
74,876
shares
|
$2.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
73,122
shares
|
$2.25 Million
0.47% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
72,770
shares
|
$2.24 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
72,062
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
70,555
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2023
Reduced 44.88%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
68,229
shares
|
$2.1 Million
0.92% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
66,748
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
64,685
shares
|
$1.99 Million
1.87% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
64,064
shares
|
$1.97 Million
1.02% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
61,800
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.62%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
61,217
shares
|
$1.88 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
60,746
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2022
Reduced 96.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
59,334
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
55,004
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 128.54%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
53,799
shares
|
$1.66 Million
0.18% of portfolio
|
Q1 2024
Added 76.83%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
52,452
shares
|
$1.61 Million
0.16% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
51,641
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 61.48%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
49,938
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.88%
|