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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
79,655
shares
|
$2.46 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
77,343
shares
|
$2.39 Million
1.38% of portfolio
|
Q4 2024
Added 138.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
76,949
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 26.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
74,586
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
73,835
shares
|
$2.28 Million
0.03% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
73,100
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.41%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
71,580
shares
|
$2.21 Million
0.52% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
70,555
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2023
Reduced 44.88%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
65,235
shares
|
$2.01 Million
1.98% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
64,924
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
63,730
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
61,300
shares
|
$1.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
61,205
shares
|
$1.89 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
60,746
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2022
Reduced 96.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
60,677
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
57,012
shares
|
$1.76 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
54,862
shares
|
$1.69 Million
1.04% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
53,799
shares
|
$1.66 Million
0.18% of portfolio
|
Q1 2024
Added 76.83%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
51,192
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
50,370
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
49,740
shares
|
$1.53 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
46,347
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
45,777
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
44,592
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Added 227.95%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
42,970
shares
|
$1.33 Million
1.05% of portfolio
|
Q2 2022
New holding
|