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 363 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$307,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$307,800
0.05% of portfolio
|
Q1 2023
Reduced 31.97%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
9,992
shares
|
$307,553
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,772
shares
|
$300,782
0.12% of portfolio
|
Q2 2025
Reduced 95.48%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,765
shares
|
$300,566
0.16% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
9,597
shares
|
$295,395
0.02% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,567
shares
|
$294,472
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,370
shares
|
$288,408
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
9,324
shares
|
$286,992
0.05% of portfolio
|
Q2 2025
Reduced 47.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,198
shares
|
$283,114
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
9,021
shares
|
$277,666
0.01% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
8,970
shares
|
$276,096
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
8,840
shares
|
$272,095
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
8,679
shares
|
$267,139
0.1% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
8,608
shares
|
$264,954
0.03% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,587
shares
|
$264,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
8,409
shares
|
$258,829
0.12% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,400
shares
|
$258,552
0.07% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,362
shares
|
$257,382
0.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,315
shares
|
$255,935
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,143
shares
|
$250,641
0.02% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,125
shares
|
$250,087
0.02% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
8,055
shares
|
$247,932
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
7,892
shares
|
$242,915
0.2% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,818
shares
|
$240,638
0.01% of portfolio
|
Q2 2025
New holding
|