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 354 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
101,233
shares
|
$3.12 Million
1.16% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,286
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
100,219
shares
|
$3.09 Million
0.05% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
98,902
shares
|
$3.05 Million
2.17% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
96,250
shares
|
$2.96 Million
2.93% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
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%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
92,307
shares
|
$2.84 Million
0.37% of portfolio
|
Q1 2025
Added 611.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
86,581
shares
|
$2.67 Million
0.17% of portfolio
|
Q1 2025
Added 42.69%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
85,874
shares
|
$2.64 Million
0.92% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
81,453
shares
|
$2.51 Million
0.14% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,298
shares
|
$2.35 Million
1.32% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
73,100
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.41%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
72,982
shares
|
$2.25 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
72,529
shares
|
$2.23 Million
0.52% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
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%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
67,479
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
67,248
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
64,585
shares
|
$1.99 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
60,746
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2022
Reduced 96.71%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
58,161
shares
|
$1.79 Million
1.05% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
55,528
shares
|
$1.71 Million
0.8% of portfolio
|
Q1 2025
Added 38.32%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
54,208
shares
|
$1.67 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
53,799
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2024
Added 76.83%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
48,152
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
48,015
shares
|
$1.48 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.47%
|