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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
508,161
shares
|
$15.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
441,714
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2024
Added 70.55%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
435,558
shares
|
$13.4 Million
0.99% of portfolio
|
Q4 2024
Added 109.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,576
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
399,510
shares
|
$12.3 Million
4.11% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
397,231
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
376,896
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 126801.01%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
369,453
shares
|
$11.4 Million
4.26% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
357,957
shares
|
$11 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
352,438
shares
|
$10.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 55.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
307,265
shares
|
$9.48 Million
0.03% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
306,428
shares
|
$9.45 Million
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
305,222
shares
|
$9.42 Million
0.14% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
292,681
shares
|
$9.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
291,113
shares
|
$8.98 Million
10.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
290,576
shares
|
$8.96 Million
0.83% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
272,848
shares
|
$8.42 Million
1.22% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
268,303
shares
|
$8.28 Million
0.28% of portfolio
|
Q4 2024
Added 53.01%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
264,394
shares
|
$8.16 Million
2.77% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
256,160
shares
|
$7.9 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
255,203
shares
|
$7.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
253,625
shares
|
$7.82 Million
0.33% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
251,034
shares
|
$7.74 Million
0.43% of portfolio
|
Q4 2024
Added 100.24%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
249,121
shares
|
$7.69 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
246,439
shares
|
$7.6 Million
2.62% of portfolio
|
Q4 2024
Reduced 4.98%
|