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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
157,958
shares
|
$4.85 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
153,451
shares
|
$4.71 Million
1.18% of portfolio
|
Q1 2025
Added 92.53%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
150,827
shares
|
$4.63 Million
0.07% of portfolio
|
Q1 2025
Added 1204.28%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
142,363
shares
|
$4.37 Million
0.33% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
142,239
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
140,483
shares
|
$4.31 Million
0.66% of portfolio
|
Q2 2023
Reduced 8.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,890
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
135,541
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
134,060
shares
|
$4.12 Million
0.23% of portfolio
|
Q1 2025
Added 256.42%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
127,647
shares
|
$3.92 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
126,640
shares
|
$3.89 Million
1.86% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
125,309
shares
|
$3.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
121,494
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Added 2842.46%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
120,275
shares
|
$3.69 Million
3.34% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
120,206
shares
|
$3.69 Million
0.39% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
118,715
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
115,734
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
114,503
shares
|
$3.52 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
110,690
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 327.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
107,835
shares
|
$3.31 Million
0.04% of portfolio
|
Q1 2025
Added 46.05%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
107,563
shares
|
$3.3 Million
0.92% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
104,903
shares
|
$3.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
102,687
shares
|
$3.15 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
101,865
shares
|
$3.13 Million
3.76% of portfolio
|
Q2 2022
Added 7.6%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
101,233
shares
|
$3.11 Million
1.16% of portfolio
|
Q1 2025
Reduced 11.1%
|