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 343 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,491,966
shares
|
$108 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
3,394,048
shares
|
$105 Million
0.33% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,520,818
shares
|
$77.8 Million
0.02% of portfolio
|
Q3 2024
Added 40.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,289,575
shares
|
$70.7 Million
0.03% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,945,224
shares
|
$60 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,847,727
shares
|
$57 Million
0.17% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,641,200
shares
|
$50.7 Million
0.08% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,611,041
shares
|
$49.7 Million
0.0% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,521,005
shares
|
$47 Million
0.02% of portfolio
|
Q3 2024
Added 56.5%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,514,522
shares
|
$46.8 Million
0.17% of portfolio
|
Q2 2023
Added 41.43%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,499,988
shares
|
$46.3 Million
0.48% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
1,278,294
shares
|
$39.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,147,703
shares
|
$35.4 Million
0.0% of portfolio
|
Q3 2024
Added 42.24%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
1,067,316
shares
|
$32.9 Million
7.08% of portfolio
|
Q4 2024
Added 65.06%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
942,699
shares
|
$29.1 Million
0.81% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
855,501
shares
|
$26.4 Million
0.41% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
819,769
shares
|
$25.3 Million
1.61% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
791,048
shares
|
$24.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
762,171
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
754,541
shares
|
$23.3 Million
4.49% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
742,345
shares
|
$22.9 Million
3.64% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
710,255
shares
|
$21.9 Million
5.69% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
689,091
shares
|
$21.3 Million
0.76% of portfolio
|
Q4 2024
Added 49.47%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
683,921
shares
|
$21.1 Million
5.38% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
643,881
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|