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 354 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,000
shares
|
$615,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,859
shares
|
$611,458
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
19,076
shares
|
$587,350
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,933
shares
|
$582,947
0.01% of portfolio
|
Q3 2023
Reduced 21.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,563
shares
|
$571,554
0.0% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
18,489
shares
|
$569,276
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
18,320
shares
|
$564,072
0.34% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
18,064
shares
|
$556,190
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
17,945
shares
|
$552,526
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
17,745
shares
|
$546,368
0.18% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
17,723
shares
|
$545,691
0.01% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
17,680
shares
|
$544,367
0.11% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
16,986
shares
|
$522,998
0.03% of portfolio
|
Q1 2025
Reduced 79.71%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
16,685
shares
|
$513,731
0.41% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
16,450
shares
|
$506,495
0.41% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
16,268
shares
|
$500,891
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,565
shares
|
$479,246
0.06% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
15,468
shares
|
$476,259
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
15,397
shares
|
$474,073
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,039
shares
|
$463,050
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
14,639
shares
|
$450,734
0.03% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
14,497
shares
|
$446,362
0.13% of portfolio
|
Q1 2025
Added 198.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
14,305
shares
|
$440,450
0.09% of portfolio
|
Q1 2025
Added 95.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$440,204
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
14,220
shares
|
$437,833
0.23% of portfolio
|
Q1 2024
Reduced 10.74%
|