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 355 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$307,100
0.05% of portfolio
|
Q1 2023
Reduced 31.97%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
10,000
shares
|
$307,100
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,992
shares
|
$306,854
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
9,928
shares
|
$304,888
0.04% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,765
shares
|
$299,883
0.16% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
9,597
shares
|
$294,723
0.02% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,567
shares
|
$293,802
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,370
shares
|
$287,752
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
9,354
shares
|
$287,261
0.12% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,017
shares
|
$276,912
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
9,000
shares
|
$276,390
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,935
shares
|
$274,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
8,863
shares
|
$272,182
0.01% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
8,679
shares
|
$266,532
0.1% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,587
shares
|
$263,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
8,522
shares
|
$261,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,400
shares
|
$257,964
0.07% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,362
shares
|
$256,797
0.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,320
shares
|
$255,507
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,315
shares
|
$255,353
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,125
shares
|
$249,518
0.02% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
7,892
shares
|
$242,363
0.2% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
7,797
shares
|
$239,445
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,579
shares
|
$232,751
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$229,649
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|