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 353 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
5,030,086
shares
|
$155 Million
0.45% of portfolio
|
Q4 2024
Added 1086311.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,604,662
shares
|
$111 Million
0.03% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
2,351,498
shares
|
$72.3 Million
1.76% of portfolio
|
Q1 2025
Added 2940.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,074,352
shares
|
$63.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,801,505
shares
|
$55.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,666,960
shares
|
$51.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,613,100
shares
|
$49.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
1,611,735
shares
|
$49.6 Million
0.51% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,514,522
shares
|
$46.6 Million
0.17% of portfolio
|
Q2 2023
Added 41.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,133,686
shares
|
$34.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.03%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
1,125,116
shares
|
$34.6 Million
7.38% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
1,079,032
shares
|
$33.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,014,972
shares
|
$31.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
993,464
shares
|
$30.6 Million
0.83% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
987,885
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
882,501
shares
|
$27.1 Million
0.42% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
860,703
shares
|
$26.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 53.42%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
840,185
shares
|
$25.8 Million
1.5% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
839,993
shares
|
$25.8 Million
5.51% of portfolio
|
Q1 2025
Added 954.54%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
771,307
shares
|
$23.7 Million
4.45% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
748,100
shares
|
$23 Million
3.65% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
718,839
shares
|
$22.1 Million
5.76% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
692,736
shares
|
$21.3 Million
5.31% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
635,132
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
613,445
shares
|
$18.9 Million
7.11% of portfolio
|
Q1 2025
Added 66.04%
|