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 365 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
159,604
shares
|
$4.91 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
142,363
shares
|
$4.38 Million
0.33% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
140,483
shares
|
$4.32 Million
0.66% of portfolio
|
Q2 2023
Reduced 8.74%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
140,156
shares
|
$4.31 Million
0.98% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,890
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
127,647
shares
|
$3.93 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
126,145
shares
|
$3.88 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
125,926
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
125,309
shares
|
$3.86 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
117,754
shares
|
$3.62 Million
0.35% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
115,734
shares
|
$3.56 Million
0.01% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
114,503
shares
|
$3.52 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
111,790
shares
|
$3.44 Million
2.73% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
110,993
shares
|
$3.42 Million
0.92% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
110,786
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
110,589
shares
|
$3.4 Million
1.56% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
110,567
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
108,316
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
104,721
shares
|
$3.22 Million
0.09% of portfolio
|
Q2 2025
Added 654406.25%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
101,865
shares
|
$3.13 Million
3.76% of portfolio
|
Q2 2022
Added 7.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
101,333
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
100,914
shares
|
$3.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
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%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
100,061
shares
|
$3.08 Million
0.05% of portfolio
|
Q2 2025
Added 2982.59%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
99,220
shares
|
$3.05 Million
2.67% of portfolio
|
Q2 2025
Added 3.09%
|