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 |
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
48,402
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
47,385
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
46,999
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 62.73%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,001
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
45,887
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 539.81%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,921
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 12.6%
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
43,580
shares
|
$1.34 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
42,970
shares
|
$1.32 Million
1.05% of portfolio
|
Q2 2022
New holding
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,479
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
41,802
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2025
Added 5.29%
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
41,637
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
40,900
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2025
Added 121.21%
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
40,431
shares
|
$1.24 Million
2.99% of portfolio
|
Q2 2025
Added 3.12%
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
39,802
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
38,325
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
38,033
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
37,885
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
36,684
shares
|
$1.13 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
36,218
shares
|
$1.11 Million
0.64% of portfolio
|
Q1 2025
Added 4.62%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
35,613
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
34,164
shares
|
$1.05 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
34,153
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Added 17.33%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
33,107
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
32,912
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
32,886
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|