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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
14,847
shares
|
$457,436
0.02% of portfolio
|
Q2 2025
Added 35.64%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,549
shares
|
$448,254
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,473
shares
|
$445,913
0.02% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,297
shares
|
$440,490
0.04% of portfolio
|
Q2 2023
Reduced 12.97%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
14,291
shares
|
$440,305
0.02% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
14,283
shares
|
$440,059
0.01% of portfolio
|
Q4 2025
Reduced 22.38%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
14,159
shares
|
$436,238
0.21% of portfolio
|
Q4 2025
Added 61.08%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,022
shares
|
$432,017
0.0% of portfolio
|
Q3 2025
Added 170.59%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
13,838
shares
|
$426,348
0.04% of portfolio
|
Q3 2025
Reduced 85.42%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
13,704
shares
|
$422,220
0.15% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
13,654
shares
|
$420,679
0.0% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,575
shares
|
$418,245
0.01% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
13,194
shares
|
$406,507
0.12% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,880
shares
|
$396,832
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
12,757
shares
|
$393,043
0.01% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
12,736
shares
|
$392,396
0.11% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,673
shares
|
$390,455
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
12,447
shares
|
$383,492
0.09% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
12,091
shares
|
$372,523
0.03% of portfolio
|
Q3 2025
Added 48.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,967
shares
|
$368,703
0.04% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
11,821
shares
|
$364,205
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,606
shares
|
$357,580
0.0% of portfolio
|
Q3 2025
Added 26.18%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,504
shares
|
$354,438
0.0% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
11,394
shares
|
$351,049
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
11,271
shares
|
$347,259
0.2% of portfolio
|
Q3 2025
Reduced 3.11%
|
|