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 360 institutions that hold shares in the stock, with a total of 60.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
14,847
shares
|
$457,436
0.02% of portfolio
|
Q2 2025
Added 35.64%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,549
shares
|
$448,254
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
|
$445,913
0.02% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
14,467
shares
|
$445,728
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$440,490
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
14,283
shares
|
$440,059
0.01% of portfolio
|
Q4 2025
Reduced 22.38%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
14,159
shares
|
$436,238
0.21% of portfolio
|
Q4 2025
Added 61.08%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
13,704
shares
|
$422,220
0.15% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,654
shares
|
$420,679
0.0% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,575
shares
|
$418,245
0.01% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
13,194
shares
|
$406,507
0.12% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,880
shares
|
$396,832
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
12,757
shares
|
$393,043
0.01% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12,736
shares
|
$392,396
0.11% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Jan 23, 2026 Q4 2025 |
12,720
shares
|
$391,903
0.29% of portfolio
|
Q4 2025
Reduced 44.9%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
12,447
shares
|
$383,492
0.09% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
12,091
shares
|
$372,523
0.03% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 23, 2026 Q4 2025 |
12,070
shares
|
$371,876
0.14% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
11,967
shares
|
$368,703
0.04% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,606
shares
|
$357,580
0.0% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,504
shares
|
$354,438
0.0% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 29, 2026 Q4 2025 |
11,421
shares
|
$351,881
0.01% of portfolio
|
Q4 2025
Reduced 20.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
11,394
shares
|
$351,049
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
11,271
shares
|
$347,259
0.2% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,238
shares
|
$346,242
0.02% of portfolio
|
Q3 2025
Reduced 9.19%
|
|