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 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
32,178
shares
|
$990,117
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$984,640
0.35% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$964,177
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
31,095
shares
|
$956,793
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
30,105
shares
|
$926,330
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
30,003
shares
|
$923,192
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
29,479
shares
|
$907,068
0.08% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,106
shares
|
$895,591
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
27,550
shares
|
$847,713
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
27,199
shares
|
$836,913
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
|
$827,497
0.0% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
26,848
shares
|
$826,112
0.23% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
26,830
shares
|
$825,559
0.12% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,819
shares
|
$825,220
0.0% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
25,839
shares
|
$795,066
0.03% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25,327
shares
|
$779,311
0.02% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,635
shares
|
$758,018
0.06% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
24,358
shares
|
$749,495
0.33% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
24,278
shares
|
$747,034
0.33% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
23,183
shares
|
$713,340
0.07% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
23,133
shares
|
$711,802
0.0% of portfolio
|
Q2 2025
Added 123.25%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
22,685
shares
|
$698,017
0.79% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21,213
shares
|
$652,724
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$649,400
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
20,700
shares
|
$636,939
0.06% of portfolio
|
Q1 2024
Reduced 3.43%
|