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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,079
shares
|
$2.87 Million
0.12% of portfolio
|
Q3 2022
Added 40.89%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
90,354
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2025
Added 35.37%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
89,071
shares
|
$2.74 Million
0.58% of portfolio
|
Q3 2025
Reduced 36.45%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
87,321
shares
|
$2.69 Million
0.82% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
85,800
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
79,042
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
78,600
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
76,302
shares
|
$2.35 Million
1.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
76,248
shares
|
$2.35 Million
1.62% of portfolio
|
Q3 2025
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
73,828
shares
|
$2.27 Million
0.74% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
73,650
shares
|
$2.27 Million
0.44% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
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%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
69,864
shares
|
$2.15 Million
0.59% of portfolio
|
Q3 2025
Added 112.28%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
69,063
shares
|
$2.13 Million
1.03% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
62,930
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
62,726
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Added 36.7%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
60,746
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2022
Reduced 96.71%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
56,468
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 76.56%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
54,128
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2024
Added 151.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
53,080
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
51,706
shares
|
$1.59 Million
0.31% of portfolio
|
Q3 2025
Added 51.4%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
49,211
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
48,402
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
48,399
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
47,942
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.42%
|
|