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 360 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
163,467
shares
|
$5.04 Million
0.01% of portfolio
|
Q4 2025
Added 8.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
147,672
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
144,576
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
140,483
shares
|
$4.33 Million
0.66% of portfolio
|
Q2 2023
Reduced 8.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
140,209
shares
|
$4.32 Million
0.21% of portfolio
|
Q4 2025
Added 2024.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
129,514
shares
|
$3.99 Million
0.16% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
127,797
shares
|
$3.94 Million
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
125,140
shares
|
$3.86 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
118,650
shares
|
$3.66 Million
0.32% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
116,642
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
114,648
shares
|
$3.53 Million
0.87% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
114,503
shares
|
$3.53 Million
0.29% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
112,397
shares
|
$3.46 Million
2.51% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
112,253
shares
|
$3.46 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
111,603
shares
|
$3.44 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
110,685
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
110,567
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
103,578
shares
|
$3.19 Million
0.78% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
102,969
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
101,865
shares
|
$3.14 Million
3.76% of portfolio
|
Q2 2022
Added 7.6%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
101,675
shares
|
$3.13 Million
2.58% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
100,539
shares
|
$3.1 Million
0.96% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,286
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
97,911
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
96,871
shares
|
$2.98 Million
1.89% of portfolio
|
Q3 2025
Added 3.08%
|
|