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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
32,270
shares
|
$992,625
0.04% of portfolio
|
Q3 2025
Added 68.38%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$984,320
0.35% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,743
shares
|
$976,414
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$963,864
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
31,095
shares
|
$956,482
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
30,003
shares
|
$922,892
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
30,000
shares
|
$922,800
0.03% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,462
shares
|
$906,251
0.05% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
29,001
shares
|
$892,070
0.11% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,152
shares
|
$865,955
0.03% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
27,550
shares
|
$847,438
0.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
27,502
shares
|
$845,961
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
27,342
shares
|
$841,039
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
27,199
shares
|
$836,641
0.51% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,893
shares
|
$827,228
0.0% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,819
shares
|
$824,952
0.0% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
26,448
shares
|
$813,540
0.21% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,839
shares
|
$794,807
0.03% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
25,498
shares
|
$784,318
0.01% of portfolio
|
Q3 2025
Added 291.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,635
shares
|
$757,772
0.06% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
24,358
shares
|
$749,252
0.33% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
24,278
shares
|
$746,791
0.28% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
23,519
shares
|
$723,444
0.29% of portfolio
|
Q3 2025
Added 219.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
23,133
shares
|
$711,571
0.0% of portfolio
|
Q2 2025
Added 123.25%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
22,685
shares
|
$697,790
0.69% of portfolio
|
Q4 2024
Reduced 0.09%
|