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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
10,000
shares
|
$307,700
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,992
shares
|
$307,453
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
9,928
shares
|
$305,484
0.04% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,785
shares
|
$301,084
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,720
shares
|
$299,084
0.0% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
9,354
shares
|
$287,822
0.12% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
9,236
shares
|
$284,191
0.01% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,150
shares
|
$281,545
0.02% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
9,050
shares
|
$278,468
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,017
shares
|
$277,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
9,000
shares
|
$276,930
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,935
shares
|
$274,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,863
shares
|
$272,714
0.01% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
8,522
shares
|
$262,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
8,521
shares
|
$262,191
0.14% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
8,422
shares
|
$259,144
0.09% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,320
shares
|
$256,006
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
8,315
shares
|
$255,852
0.03% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,166
shares
|
$251,267
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
8,125
shares
|
$250,006
0.03% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,100
shares
|
$249,237
0.07% of portfolio
|
Q1 2025
Reduced 62.29%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
7,892
shares
|
$242,836
0.21% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,579
shares
|
$233,205
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
7,478
shares
|
$230,098
0.04% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,430
shares
|
$228,621
0.01% of portfolio
|
Q1 2025
New holding
|