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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,780
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
39,556
shares
|
$1.21 Million
0.76% of portfolio
|
Q3 2024
Reduced 46.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
39,553
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
39,379
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
39,306
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
37,600
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
37,259
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.3%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
36,259
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 75.28%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
34,633
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Added 66.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33,405
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
33,371
shares
|
$1.02 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
33,208
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 46.44%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
33,092
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
33,000
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,481
shares
|
$996,841
0.62% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
32,000
shares
|
$982,080
0.33% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$961,671
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
31,243
shares
|
$958,847
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,239
shares
|
$958,724
0.06% of portfolio
|
Q3 2024
Reduced 36.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
31,216
shares
|
$958,019
0.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,257
shares
|
$897,897
0.05% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
29,094
shares
|
$892,894
0.26% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
28,786
shares
|
$883,442
0.05% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
28,155
shares
|
$864,076
0.25% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
27,944
shares
|
$857,601
0.43% of portfolio
|
Q3 2024
Added 0.93%
|