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 354 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
5,680,720
shares
|
$175 Million
0.5% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,002,178
shares
|
$123 Million
0.03% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,148,078
shares
|
$66.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,959,244
shares
|
$60.3 Million
0.02% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,815,600
shares
|
$55.9 Million
0.09% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,752,922
shares
|
$53.9 Million
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,590,085
shares
|
$48.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,191,409
shares
|
$36.7 Million
1.2% of portfolio
|
Q1 2025
Added 344.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,139,150
shares
|
$35.1 Million
0.11% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
1,125,116
shares
|
$34.6 Million
7.38% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,098,880
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
1,079,032
shares
|
$33.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
987,885
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
978,998
shares
|
$30.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
882,501
shares
|
$27.2 Million
0.42% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
878,713
shares
|
$27 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
840,185
shares
|
$25.9 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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
745,450
shares
|
$22.9 Million
0.05% of portfolio
|
Q1 2025
Added 111.51%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
732,830
shares
|
$22.5 Million
0.77% of portfolio
|
Q1 2025
Added 141.73%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
695,838
shares
|
$21.4 Million
3.99% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
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%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
668,984
shares
|
$20.6 Million
5.4% of portfolio
|
Q1 2025
Reduced 6.94%
|