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 |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
41,841
shares
|
$1.29 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
41,734
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
41,544
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
40,579
shares
|
$1.25 Million
0.47% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
40,144
shares
|
$1.24 Million
0.59% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
39,355
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
39,005
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
38,100
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
38,015
shares
|
$1.17 Million
0.77% of portfolio
|
Q1 2024
Added 625.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
37,613
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
36,378
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
36,298
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
36,020
shares
|
$1.11 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
35,905
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
35,606
shares
|
$1.1 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
34,618
shares
|
$1.07 Million
0.63% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
33,000
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
32,971
shares
|
$1.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,939
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
32,770
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$987,200
0.35% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$966,684
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
31,095
shares
|
$959,280
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
29,628
shares
|
$914,023
0.14% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,996
shares
|
$894,526
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|