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 336 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
27,944
shares
|
$860,675
0.43% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
27,874
shares
|
$858,519
0.11% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
27,528
shares
|
$847,862
0.5% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
27,347
shares
|
$842,287
0.28% of portfolio
|
Q3 2024
Added 107.99%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
27,045
shares
|
$832,986
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
26,872
shares
|
$827,657
0.38% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
26,066
shares
|
$802,832
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
25,936
shares
|
$798,828
0.0% of portfolio
|
Q3 2024
Added 54.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,012
shares
|
$770,369
0.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
24,688
shares
|
$760,390
0.0% of portfolio
|
Q3 2024
Reduced 81.69%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
24,129
shares
|
$743,173
0.26% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
24,110
shares
|
$742,588
0.31% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
23,839
shares
|
$734,241
0.02% of portfolio
|
Q3 2024
Added 50.31%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
23,147
shares
|
$712,927
0.06% of portfolio
|
Q4 2023
Added 3.58%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
23,125
shares
|
$712,250
0.01% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
22,705
shares
|
$699,314
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
22,315
shares
|
$687,302
0.27% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
21,462
shares
|
$661,029
0.01% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,358
shares
|
$657,826
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$650,034
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
20,700
shares
|
$637,560
0.06% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
19,584
shares
|
$603,187
0.02% of portfolio
|
Q3 2024
Reduced 62.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
19,562
shares
|
$602,509
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,461
shares
|
$599,398
0.01% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
19,270
shares
|
$593,516
0.3% of portfolio
|
Q4 2023
New holding
|