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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,286
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
100,219
shares
|
$3.08 Million
0.05% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
99,220
shares
|
$3.05 Million
2.67% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
98,902
shares
|
$3.04 Million
2.17% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
98,683
shares
|
$3.03 Million
0.65% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
94,908
shares
|
$2.91 Million
0.31% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,079
shares
|
$2.86 Million
0.12% of portfolio
|
Q3 2022
Added 40.89%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
86,581
shares
|
$2.66 Million
0.17% of portfolio
|
Q1 2025
Added 42.69%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
85,797
shares
|
$2.63 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
81,453
shares
|
$2.5 Million
0.14% of portfolio
|
Q1 2025
Added 59.11%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
76,298
shares
|
$2.34 Million
1.32% of portfolio
|
Q1 2025
Reduced 96.76%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
73,122
shares
|
$2.25 Million
0.47% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
73,100
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.41%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
72,770
shares
|
$2.23 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
70,555
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2023
Reduced 44.88%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
68,229
shares
|
$2.1 Million
0.92% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
67,479
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
67,248
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
64,585
shares
|
$1.98 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
64,064
shares
|
$1.97 Million
1.02% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
61,217
shares
|
$1.88 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
60,746
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2022
Reduced 96.71%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
54,208
shares
|
$1.66 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
53,799
shares
|
$1.65 Million
0.18% of portfolio
|
Q1 2024
Added 76.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
47,385
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.31%
|