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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
94,637
shares
|
$2.91 Million
1.24% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
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%
|
|
|
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%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,298
shares
|
$2.35 Million
1.32% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
76,248
shares
|
$2.35 Million
1.62% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
74,876
shares
|
$2.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
|
|
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%
|
|
|
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%
|
|
|
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
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
53,080
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
49,211
shares
|
$1.51 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%
|