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 61.6 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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
15,154
shares
|
$466,137
0.05% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
14,847
shares
|
$456,693
0.02% of portfolio
|
Q2 2025
Added 35.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
14,747
shares
|
$453,617
0.04% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,549
shares
|
$447,527
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,473
shares
|
$445,189
0.02% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$439,775
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
14,291
shares
|
$439,591
0.02% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,186
shares
|
$436,361
0.0% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,022
shares
|
$431,316
0.0% of portfolio
|
Q3 2025
Added 170.59%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
13,838
shares
|
$425,656
0.04% of portfolio
|
Q3 2025
Reduced 85.42%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
13,704
shares
|
$421,535
0.15% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,575
shares
|
$417,567
0.01% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
13,218
shares
|
$406,585
0.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,880
shares
|
$396,188
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12,736
shares
|
$391,759
0.11% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,673
shares
|
$389,821
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
12,600
shares
|
$387,576
0.14% of portfolio
|
Q2 2025
Reduced 95.92%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
12,433
shares
|
$382,439
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,382
shares
|
$380,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
12,375
shares
|
$380,655
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
12,091
shares
|
$371,919
0.03% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,967
shares
|
$368,104
0.04% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
11,799
shares
|
$362,937
0.14% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,606
shares
|
$357,000
0.0% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
11,394
shares
|
$350,479
0.02% of portfolio
|
Q3 2025
Added 0.67%
|