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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,672
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
46,050
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
44,592
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
Added 227.95%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
43,979
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
42,970
shares
|
$1.32 Million
1.05% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
41,647
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
41,535
shares
|
$1.28 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
40,752
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
39,700
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
39,206
shares
|
$1.21 Million
3.09% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
39,005
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,435
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
37,801
shares
|
$1.16 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
36,218
shares
|
$1.12 Million
0.66% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
36,156
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
34,487
shares
|
$1.06 Million
0.35% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
33,000
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
32,898
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
32,782
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,266
shares
|
$993,470
0.02% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$985,280
0.35% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
31,719
shares
|
$976,628
0.64% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$964,804
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,312
shares
|
$964,096
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
31,095
shares
|
$957,415
0.22% of portfolio
|
Q4 2024
New holding
|