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 |
|---|---|---|---|---|---|
|
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
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
44,560
shares
|
$1.37 Million
1.23% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
43,263
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
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
|
|
|
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 |
Nov 14, 2025 Q3 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%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
35,820
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,246
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
34,969
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
34,834
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
34,532
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 85.88%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
34,265
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
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 |
Dec 16, 2025 Q3 2025 |
33,000
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
32,480
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
32,270
shares
|
$994,238
0.04% of portfolio
|
Q3 2025
Added 68.38%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$985,920
0.35% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,743
shares
|
$978,001
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|