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 335 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
10,337
shares
|
$317,242
0.15% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,174
shares
|
$312,240
0.01% of portfolio
|
Q3 2024
Reduced 49.6%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
10,009
shares
|
$307,176
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$306,900
0.05% of portfolio
|
Q1 2023
Reduced 31.97%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
9,992
shares
|
$306,654
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
9,660
shares
|
$296,465
0.05% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
9,418
shares
|
$289,038
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
9,290
shares
|
$285,110
0.07% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,233
shares
|
$283,360
0.01% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$276,210
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
8,648
shares
|
$265,407
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,585
shares
|
$263,473
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
8,315
shares
|
$255,187
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,308
shares
|
$254,972
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,217
shares
|
$252,179
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,156
shares
|
$250,307
0.01% of portfolio
|
Q3 2023
Reduced 41.9%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
8,140
shares
|
$249,816
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,097
shares
|
$248,496
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
7,895
shares
|
$242,297
0.09% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,762
shares
|
$238,215
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
7,564
shares
|
$232,139
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
7,275
shares
|
$223,269
0.02% of portfolio
|
Q1 2024
Reduced 12.82%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
7,247
shares
|
$222,410
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
7,247
shares
|
$222,410
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,218
shares
|
$221,520
0.0% of portfolio
|
Q3 2024
New holding
|