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 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
265,102
shares
|
$8.15 Million
2.75% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
256,160
shares
|
$7.88 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
255,198
shares
|
$7.85 Million
1.81% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
254,367
shares
|
$7.82 Million
1.68% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
253,904
shares
|
$7.81 Million
7.21% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
253,625
shares
|
$7.8 Million
0.33% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
245,693
shares
|
$7.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.57%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
242,592
shares
|
$7.46 Million
2.89% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
239,437
shares
|
$7.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
231,865
shares
|
$7.13 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
229,660
shares
|
$7.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
223,803
shares
|
$6.88 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
221,074
shares
|
$6.8 Million
3.22% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
216,429
shares
|
$6.66 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
213,828
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 71.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
197,004
shares
|
$6.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
192,113
shares
|
$5.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
191,807
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Added 61.55%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
191,311
shares
|
$5.88 Million
3.95% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
182,814
shares
|
$5.62 Million
1.94% of portfolio
|
Q4 2024
Reduced 32.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
175,210
shares
|
$5.39 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
174,471
shares
|
$5.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
165,831
shares
|
$5.1 Million
3.64% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
160,008
shares
|
$4.92 Million
2.29% of portfolio
|
Q4 2024
Added 146.79%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
153,451
shares
|
$4.72 Million
1.18% of portfolio
|
Q1 2025
Added 92.53%
|