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 347 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
9,655
shares
|
$297,856
0.03% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,419
shares
|
$290,576
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
9,372
shares
|
$289,126
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
9,180
shares
|
$283,203
0.1% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,000
shares
|
$277,650
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,761
shares
|
$270,276
0.02% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
8,716
shares
|
$268,888
0.08% of portfolio
|
Q4 2024
Reduced 94.51%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,625
shares
|
$266,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,500
shares
|
$262,225
0.0% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
8,315
shares
|
$256,517
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
8,234
shares
|
$254,018
0.18% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,203
shares
|
$253,062
0.04% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,156
shares
|
$251,612
0.01% of portfolio
|
Q3 2023
Reduced 41.9%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
8,140
shares
|
$251,119
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,848
shares
|
$242,110
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
7,500
shares
|
$231,375
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
7,495
shares
|
$231,220
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,426
shares
|
$229,092
0.74% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,403
shares
|
$228,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,338
shares
|
$226,377
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
7,317
shares
|
$225,729
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
7,275
shares
|
$224,433
0.02% of portfolio
|
Q1 2024
Reduced 12.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,174
shares
|
$221,317
0.01% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,014
shares
|
$216,381
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,865
shares
|
$211,785
0.07% of portfolio
|
Q4 2024
New holding
|