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 |
|---|---|---|---|---|---|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
291,113
shares
|
$8.94 Million
10.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
283,013
shares
|
$8.69 Million
1.32% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
270,370
shares
|
$8.3 Million
1.5% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
265,102
shares
|
$8.14 Million
2.75% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
255,198
shares
|
$7.84 Million
1.81% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
253,904
shares
|
$7.8 Million
7.21% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
253,840
shares
|
$7.8 Million
0.02% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
253,625
shares
|
$7.79 Million
0.33% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
246,860
shares
|
$7.58 Million
2.56% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
246,292
shares
|
$7.56 Million
2.77% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
239,437
shares
|
$7.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
233,130
shares
|
$7.16 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
224,880
shares
|
$6.91 Million
1.68% of portfolio
|
Q1 2025
Added 46.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
223,971
shares
|
$6.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
223,803
shares
|
$6.87 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
221,078
shares
|
$6.79 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
219,302
shares
|
$6.73 Million
0.02% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
216,429
shares
|
$6.65 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
210,076
shares
|
$6.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
194,619
shares
|
$5.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
191,311
shares
|
$5.88 Million
3.95% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
190,562
shares
|
$5.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
181,185
shares
|
$5.56 Million
4.03% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
173,162
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Added 81.76%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
159,604
shares
|
$4.9 Million
0.09% of portfolio
|
Q2 2025
New holding
|