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 336 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
350
shares
|
$10,780
0.0% of portfolio
|
Q1 2024
Reduced 54.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,548
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
297
shares
|
$9,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
292
shares
|
$8,993
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
287
shares
|
$8,839
0.0% of portfolio
|
Q3 2024
Added 83.97%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
280
shares
|
$8,624
0.0% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
276
shares
|
$8,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
261
shares
|
$8,038
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
261
shares
|
$8,038
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
260
shares
|
$8,008
0.0% of portfolio
|
Q1 2022
Reduced 39.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
210
shares
|
$6,468
0.0% of portfolio
|
Q3 2024
Reduced 98.19%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
201
shares
|
$6,190
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
200
shares
|
$6,160
0.0% of portfolio
|
Q4 2021
Reduced 29.82%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
174
shares
|
$5,359
0.0% of portfolio
|
Q3 2024
Reduced 99.69%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
161
shares
|
$4,958
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
142
shares
|
$4,373
0.0% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
136
shares
|
$4,188
0.0% of portfolio
|
Q3 2024
Reduced 98.88%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
130
shares
|
$4,004
0.0% of portfolio
|
Q3 2024
Reduced 97.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
127
shares
|
$3,911
0.0% of portfolio
|
Q3 2024
Added 452.17%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
113
shares
|
$3,480
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
111
shares
|
$3,418
0.0% of portfolio
|
Q3 2024
Reduced 95.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
99
shares
|
$3,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
74
shares
|
$2,279
0.0% of portfolio
|
Q2 2024
Reduced 90.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$1,416
0.0% of portfolio
|
Q1 2024
Reduced 92.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
44
shares
|
$1,355
0.0% of portfolio
|
Q3 2023
Reduced 99.97%
|