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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
30,546
shares
|
$938,067
0.04% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
30,099
shares
|
$924,340
0.06% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
29,109
shares
|
$893,937
0.24% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
29,008
shares
|
$890,835
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
28,949
shares
|
$889,023
0.26% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
28,882
shares
|
$886,966
0.02% of portfolio
|
Q1 2025
Added 40.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
28,762
shares
|
$883,281
0.14% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
28,440
shares
|
$873,392
0.03% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
27,550
shares
|
$846,060
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
27,490
shares
|
$844,217
0.03% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
27,370
shares
|
$840,532
0.06% of portfolio
|
Q1 2025
Added 151.93%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
24,647
shares
|
$756,909
0.25% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,635
shares
|
$756,540
0.06% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
24,278
shares
|
$745,577
0.33% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
24,068
shares
|
$739,128
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
23,183
shares
|
$711,949
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
22,685
shares
|
$696,656
0.79% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
21,456
shares
|
$658,913
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$648,134
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
20,700
shares
|
$635,697
0.06% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
20,600
shares
|
$632,626
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
20,580
shares
|
$632,011
0.68% of portfolio
|
Q1 2025
Added 177.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,530
shares
|
$630,476
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
20,478
shares
|
$628,879
0.23% of portfolio
|
Q1 2025
Added 123.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,000
shares
|
$614,200
0.01% of portfolio
|
Q1 2025
New holding
|