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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,236
shares
|
$406,477
0.02% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
13,140
shares
|
$403,529
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,075
shares
|
$401,533
0.05% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
13,040
shares
|
$400,458
0.23% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
12,893
shares
|
$395,944
0.03% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
12,576
shares
|
$386,208
0.16% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,783
shares
|
$361,855
0.0% of portfolio
|
Q1 2025
Reduced 33.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,712
shares
|
$359,675
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,657
shares
|
$357,986
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
11,609
shares
|
$356,512
0.26% of portfolio
|
Q1 2025
Added 40.99%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
11,507
shares
|
$353,379
0.32% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,338
shares
|
$348,189
0.35% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
11,318
shares
|
$347,575
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,276
shares
|
$346,285
0.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
11,224
shares
|
$344,689
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,997
shares
|
$337,717
0.04% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,920
shares
|
$335,353
0.0% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
10,909
shares
|
$335,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,804
shares
|
$331,790
0.01% of portfolio
|
Q4 2024
Added 8407.09%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,600
shares
|
$325,526
0.2% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
10,400
shares
|
$319,384
0.2% of portfolio
|
Q2 2025
Reduced 67.21%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,365
shares
|
$318,309
0.03% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,362
shares
|
$318,217
0.0% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
10,198
shares
|
$313,180
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,088
shares
|
$309,802
0.0% of portfolio
|
Q1 2025
Reduced 21.09%
|