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 362 institutions that hold shares in the stock, with a total of 61.2 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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,086,722
shares
|
$126 Million
0.3% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,757,064
shares
|
$116 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,247,183
shares
|
$69.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,963,941
shares
|
$60.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,913,312
shares
|
$58.9 Million
0.01% of portfolio
|
Q2 2025
Added 691.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,846,122
shares
|
$56.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,568,286
shares
|
$48.3 Million
0.45% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,514,522
shares
|
$46.7 Million
0.17% of portfolio
|
Q2 2023
Added 41.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,501,029
shares
|
$46.2 Million
0.01% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,342,286
shares
|
$41.4 Million
0.01% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,306,086
shares
|
$40.2 Million
0.0% of portfolio
|
Q3 2025
Added 654.26%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
1,201,976
shares
|
$37 Million
7.23% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
1,171,600
shares
|
$36.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,110,303
shares
|
$34.2 Million
6.48% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
1,086,812
shares
|
$33.5 Million
0.12% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,038,393
shares
|
$32 Million
0.66% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
967,857
shares
|
$29.8 Million
0.07% of portfolio
|
Q3 2025
Added 34.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
941,746
shares
|
$29 Million
0.38% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
937,642
shares
|
$28.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
874,794
shares
|
$27 Million
1.23% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
835,100
shares
|
$25.7 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
760,763
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
746,620
shares
|
$23 Million
0.01% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
735,282
shares
|
$22.7 Million
0.34% of portfolio
|
Q3 2025
Added 55.22%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
716,028
shares
|
$22.1 Million
0.62% of portfolio
|
Q3 2025
Added 0.47%
|
|