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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
140,483
shares
|
$4.33 Million
0.66% of portfolio
|
Q2 2023
Reduced 8.74%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
138,102
shares
|
$4.26 Million
1.06% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
122,744
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
117,581
shares
|
$3.63 Million
0.19% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
116,100
shares
|
$3.58 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
116,091
shares
|
$3.58 Million
0.39% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
114,503
shares
|
$3.53 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
114,171
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
113,869
shares
|
$3.51 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
112,169
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Added 3550.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
109,041
shares
|
$3.36 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
108,230
shares
|
$3.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
104,158
shares
|
$3.21 Million
0.9% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
103,746
shares
|
$3.2 Million
1.56% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
101,865
shares
|
$3.14 Million
3.76% of portfolio
|
Q2 2022
Added 7.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,286
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
98,225
shares
|
$3.03 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
97,233
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
95,348
shares
|
$2.94 Million
2.08% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
95,268
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
93,079
shares
|
$2.87 Million
0.12% of portfolio
|
Q3 2022
Added 40.89%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
91,705
shares
|
$2.83 Million
0.23% of portfolio
|
Q4 2024
Added 296.19%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
85,088
shares
|
$2.62 Million
0.93% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
83,696
shares
|
$2.58 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
79,704
shares
|
$2.46 Million
0.61% of portfolio
|
Q4 2024
Added 17.35%
|