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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,628
shares
|
$574,673
0.02% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
18,439
shares
|
$568,843
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18,294
shares
|
$564,369
0.02% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,729
shares
|
$546,939
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
17,685
shares
|
$545,582
0.17% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,620
shares
|
$543,577
0.0% of portfolio
|
Q4 2024
Added 53.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,142
shares
|
$528,830
0.01% of portfolio
|
Q4 2024
Reduced 34.24%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
16,685
shares
|
$514,732
0.39% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
16,268
shares
|
$501,867
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,116
shares
|
$497,178
0.04% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
15,772
shares
|
$486,566
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,565
shares
|
$480,180
0.06% of portfolio
|
Q4 2023
Reduced 6.04%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
15,468
shares
|
$477,187
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
15,397
shares
|
$474,997
0.05% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,039
shares
|
$463,953
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
14,829
shares
|
$457,474
0.06% of portfolio
|
Q4 2024
Reduced 46.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,519
shares
|
$447,911
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$441,062
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
14,220
shares
|
$438,687
0.23% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
14,075
shares
|
$434,213
0.06% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
13,954
shares
|
$430,480
0.03% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
13,589
shares
|
$419,220
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
13,502
shares
|
$416,536
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
13,089
shares
|
$403,795
0.16% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,972
shares
|
$400,186
0.06% of portfolio
|
Q4 2024
New holding
|