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 61.6 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
46,115
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,001
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
45,887
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 539.81%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
44,494
shares
|
$1.37 Million
0.69% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,921
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
43,580
shares
|
$1.34 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
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
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,479
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
40,900
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
40,700
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
40,634
shares
|
$1.25 Million
2.67% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
40,045
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
38,325
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
38,300
shares
|
$1.18 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
37,731
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
36,684
shares
|
$1.13 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
35,820
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
35,613
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,246
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
34,153
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,424
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 31.97%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
33,337
shares
|
$1.03 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
33,107
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
32,886
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|