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 335 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
588,459
shares
|
$18.1 Million
1.36% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
586,606
shares
|
$18 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
529,152
shares
|
$16.2 Million
8.26% of portfolio
|
Q3 2022
Reduced 16.85%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
461,030
shares
|
$14.1 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
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%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
398,288
shares
|
$12.2 Million
5.28% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
392,613
shares
|
$12 Million
3.87% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
362,877
shares
|
$11.1 Million
2.65% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
359,036
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
348,724
shares
|
$10.7 Million
4.49% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
305,883
shares
|
$9.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
304,601
shares
|
$9.35 Million
0.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
300,717
shares
|
$9.23 Million
10.83% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
293,896
shares
|
$9.02 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
281,386
shares
|
$8.64 Million
0.82% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
281,178
shares
|
$8.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
271,497
shares
|
$8.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
270,693
shares
|
$8.31 Million
1.15% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
269,342
shares
|
$8.27 Million
2.93% of portfolio
|
Q3 2024
Added 40.13%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
261,150
shares
|
$8.01 Million
2.64% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
259,360
shares
|
$7.96 Million
2.78% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
258,995
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
253,625
shares
|
$7.78 Million
0.33% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
249,172
shares
|
$7.65 Million
1.74% of portfolio
|
Q3 2024
Reduced 59.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
236,741
shares
|
$7.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|