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 |
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
14,616
shares
|
$449,734
0.01% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,536
shares
|
$447,272
0.03% of portfolio
|
Q2 2025
Added 58.86%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
14,425
shares
|
$443,857
0.17% of portfolio
|
Q2 2025
Added 14.7%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$439,918
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,186
shares
|
$436,503
0.0% of portfolio
|
Q2 2025
Added 20.39%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
13,399
shares
|
$412,287
0.15% of portfolio
|
Q2 2025
Added 1.97%
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,075
shares
|
$402,317
0.05% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
13,040
shares
|
$401,240
0.23% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
13,011
shares
|
$400,348
0.13% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
12,600
shares
|
$387,702
0.14% of portfolio
|
Q2 2025
Reduced 95.92%
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,382
shares
|
$380,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
12,375
shares
|
$380,778
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
11,833
shares
|
$364,101
0.03% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
11,799
shares
|
$363,055
0.14% of portfolio
|
Q2 2025
Added 5.12%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,712
shares
|
$360,378
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
11,651
shares
|
$358,501
0.1% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
11,633
shares
|
$357,947
0.23% of portfolio
|
Q2 2025
Added 0.21%
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
11,318
shares
|
$348,254
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
11,130
shares
|
$342,470
0.33% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,029
shares
|
$339,362
0.01% of portfolio
|
Q2 2025
Added 2.08%
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,997
shares
|
$338,377
0.04% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,598
shares
|
$326,100
0.0% of portfolio
|
Q2 2025
Added 18.61%
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
10,588
shares
|
$325,792
0.27% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
10,400
shares
|
$320,008
0.2% of portfolio
|
Q2 2025
Reduced 67.21%
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
10,365
shares
|
$318,931
0.02% of portfolio
|
Q4 2024
Reduced 6.05%
|