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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,407
shares
|
$658,479
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
21,261
shares
|
$653,988
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$649,189
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,955
shares
|
$644,575
0.2% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
20,700
shares
|
$636,732
0.05% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$615,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
19,859
shares
|
$610,862
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
19,376
shares
|
$596,005
0.21% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,275
shares
|
$592,899
0.0% of portfolio
|
Q2 2025
Added 126.18%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
19,045
shares
|
$585,824
0.18% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,933
shares
|
$582,379
0.01% of portfolio
|
Q3 2023
Reduced 21.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,826
shares
|
$579,087
0.01% of portfolio
|
Q3 2025
Added 70.7%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
18,769
shares
|
$577,334
0.55% of portfolio
|
Q3 2025
Reduced 69.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,680
shares
|
$574,596
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
18,653
shares
|
$573,766
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
18,401
shares
|
$566,014
0.01% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$553,680
0.19% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,844
shares
|
$548,881
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,768
shares
|
$515,783
0.03% of portfolio
|
Q2 2025
Added 143.83%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
16,685
shares
|
$513,230
0.4% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
15,645
shares
|
$481,240
0.36% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,565
shares
|
$478,779
0.06% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
15,530
shares
|
$477,702
0.01% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
15,468
shares
|
$475,795
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
15,154
shares
|
$466,137
0.05% of portfolio
|
Q3 2025
Reduced 15.51%
|