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 |
---|---|---|---|---|---|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,520
0.0% of portfolio
|
Q3 2022
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
304
shares
|
$9,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
292
shares
|
$8,967
0.0% of portfolio
|
Q4 2019
New holding
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
275
shares
|
$8,445
0.0% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
201
shares
|
$6,172
0.0% of portfolio
|
Q2 2022
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
200
shares
|
$6,142
0.0% of portfolio
|
Q4 2021
Reduced 29.82%
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
161
shares
|
$4,944
0.0% of portfolio
|
Q4 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
136
shares
|
$4,176
0.0% of portfolio
|
Q3 2024
Reduced 98.88%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
130
shares
|
$3,992
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
130
shares
|
$3,992
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
102
shares
|
$3,132
0.0% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
87
shares
|
$2,671
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
68
shares
|
$2,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
66
shares
|
$2,026
0.0% of portfolio
|
Q4 2024
Reduced 74.71%
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
66
shares
|
$2,026
0.0% of portfolio
|
Q4 2024
Reduced 74.71%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
64
shares
|
$1,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$1,412
0.0% of portfolio
|
Q1 2024
Reduced 92.81%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
32
shares
|
$982
0.0% of portfolio
|
Q2 2023
Reduced 5.88%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
32
shares
|
$982
0.0% of portfolio
|
Q1 2025
Reduced 80.72%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
30
shares
|
$921
0.0% of portfolio
|
Q4 2024
Reduced 31.82%
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
22
shares
|
$675
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
16
shares
|
$491
0.0% of portfolio
|
Q1 2025
Reduced 81.18%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
7
shares
|
$214
0.0% of portfolio
|
Q4 2024
New holding
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6
shares
|
$184
0.0% of portfolio
|
Q1 2025
Reduced 97.61%
|