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 |
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
20,600
shares
|
$633,862
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,430
shares
|
$628,631
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$615,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
19,859
shares
|
$611,061
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
19,628
shares
|
$603,953
0.21% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,275
shares
|
$593,091
0.0% of portfolio
|
Q2 2025
Added 126.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
19,165
shares
|
$589,707
0.03% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
19,045
shares
|
$586,014
0.18% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,933
shares
|
$582,568
0.01% of portfolio
|
Q3 2023
Reduced 21.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,680
shares
|
$574,783
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,633
shares
|
$573,337
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$553,860
0.19% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
17,936
shares
|
$551,890
0.06% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,844
shares
|
$549,059
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,768
shares
|
$515,951
0.03% of portfolio
|
Q2 2025
Added 143.83%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
16,685
shares
|
$513,397
0.4% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
15,976
shares
|
$491,581
0.24% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
15,810
shares
|
$486,473
0.37% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
15,595
shares
|
$479,858
0.05% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
15,586
shares
|
$479,581
0.02% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,565
shares
|
$478,935
0.06% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
15,468
shares
|
$475,950
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,039
shares
|
$462,750
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
14,847
shares
|
$456,842
0.02% of portfolio
|
Q2 2025
Added 35.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
14,747
shares
|
$453,765
0.04% of portfolio
|
Q2 2025
Reduced 4.22%
|