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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,743
shares
|
$978,001
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,335
shares
|
$965,431
0.07% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
31,095
shares
|
$958,036
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,687
shares
|
$945,466
0.0% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,462
shares
|
$907,724
0.05% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
29,001
shares
|
$893,520
0.11% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,152
shares
|
$867,363
0.03% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
27,739
shares
|
$854,638
0.07% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
27,550
shares
|
$848,815
0.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
26,448
shares
|
$814,862
0.21% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
25,779
shares
|
$794,250
0.34% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
25,498
shares
|
$785,593
0.01% of portfolio
|
Q3 2025
Added 291.79%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,278
shares
|
$748,005
0.27% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,962
shares
|
$738,269
0.02% of portfolio
|
Q3 2025
Reduced 59.62%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
23,519
shares
|
$724,620
0.29% of portfolio
|
Q3 2025
Added 219.03%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
23,084
shares
|
$711,218
0.55% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
22,685
shares
|
$698,924
0.69% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,603
shares
|
$696,398
0.0% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,407
shares
|
$659,549
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
21,261
shares
|
$655,051
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
21,155
shares
|
$651,785
0.22% of portfolio
|
Q3 2025
Added 67.9%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,105
shares
|
$650,245
0.0% of portfolio
|
Q4 2021
Reduced 13.98%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,955
shares
|
$645,623
0.2% of portfolio
|
Q3 2025
Reduced 92.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
20,700
shares
|
$637,767
0.05% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
20,371
shares
|
$627,630
0.1% of portfolio
|
Q3 2025
New holding
|
|