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 |
|---|---|---|---|---|---|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
28,682
shares
|
$884,839
0.26% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
28,155
shares
|
$868,581
0.26% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
26,449
shares
|
$815,951
0.0% of portfolio
|
Q4 2024
Added 112.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
25,908
shares
|
$799,261
0.0% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,378
shares
|
$782,911
0.0% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
25,073
shares
|
$773,502
0.27% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
24,716
shares
|
$762,488
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,110
shares
|
$743,793
0.3% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
23,962
shares
|
$739,227
0.21% of portfolio
|
Q4 2024
Reduced 72.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,765
shares
|
$733,150
0.03% of portfolio
|
Q4 2024
Reduced 17.44%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
23,637
shares
|
$729,201
0.01% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
22,685
shares
|
$699,832
0.74% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
21,480
shares
|
$662,658
0.17% of portfolio
|
Q4 2024
Added 83.35%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,423
shares
|
$660,899
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
21,414
shares
|
$660,621
0.37% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,401
shares
|
$660,220
0.03% of portfolio
|
Q4 2024
Added 43.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,268
shares
|
$656,117
0.01% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$651,089
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
20,700
shares
|
$638,595
0.06% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,530
shares
|
$633,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,514
shares
|
$632,856
0.01% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
19,859
shares
|
$612,650
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
19,089
shares
|
$588,895
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,933
shares
|
$584,083
0.01% of portfolio
|
Q3 2023
Reduced 21.3%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
18,686
shares
|
$576,463
0.23% of portfolio
|
Q4 2024
Reduced 16.26%
|