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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
616,830
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
613,445
shares
|
$18.8 Million
7.11% of portfolio
|
Q1 2025
Added 66.04%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
585,883
shares
|
$18 Million
4.48% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
568,405
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
529,152
shares
|
$16.3 Million
8.26% of portfolio
|
Q3 2022
Reduced 16.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
504,628
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
502,747
shares
|
$15.4 Million
6.41% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
473,705
shares
|
$14.5 Million
0.29% of portfolio
|
Q2 2025
Added 307.71%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
472,670
shares
|
$14.5 Million
1.27% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
469,599
shares
|
$14.4 Million
1.12% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,576
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
411,143
shares
|
$12.6 Million
0.15% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
410,546
shares
|
$12.6 Million
3.84% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
408,617
shares
|
$12.5 Million
0.5% of portfolio
|
Q1 2025
Added 40.77%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
400,151
shares
|
$12.3 Million
2.97% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
376,720
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
361,085
shares
|
$11.1 Million
3.04% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
347,066
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
329,491
shares
|
$10.1 Million
0.64% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
325,382
shares
|
$9.99 Million
8.63% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
320,045
shares
|
$9.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
313,857
shares
|
$9.64 Million
0.28% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
308,965
shares
|
$9.49 Million
3.62% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
307,607
shares
|
$9.45 Million
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
293,274
shares
|
$9.01 Million
0.06% of portfolio
|
Q1 2025
Added 0.2%
|