Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG INVESTMENT GRAD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66.9KNew |
$2.03M - $2.05M
|
66.9K
$2.06M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.9K+ 55.74% |
$1.97M - $1.99M
|
181K
$5.58M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
64K+ 15.4% |
$1.94M - $1.96M
|
480K
$14.7M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
62.6KNew |
$1.9M - $1.92M
|
62.6K
$1.92M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.7K+ 234.26% |
$1.81M - $1.83M
|
85.1K
$2.62M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
59.5KNew |
$1.81M - $1.82M
|
59.5K
$1.83M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
58.2KNew |
$1.77M - $1.78M
|
58.2K
$1.79M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.8KNew |
$1.69M - $1.71M
|
55.8K
$1.72M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
55.6KNew |
$1.69M - $1.7M
|
55.6K
$1.71M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
54.1K+ 2.54% |
$1.64M - $1.66M
|
2.19M
$67.3M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
52.7K+ 122.49% |
$1.6M - $1.61M
|
95.8K
$2.94M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50.1K+ 19.74% |
$1.52M - $1.53M
|
304K
$9.34M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 19.59% |
$1.48M - $1.49M
|
297K
$9.14M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.2K+ 7.33% |
$1.34M - $1.35M
|
648K
$19.9M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
43.3KNew |
$1.31M - $1.33M
|
43.3K
$1.33M
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
42.2K+ 16.62% |
$1.28M - $1.29M
|
296K
$9.11M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38K+ 460.95% |
$1.15M - $1.16M
|
46.2K
$1.42M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.2K+ 17.26% |
$1.13M - $1.14M
|
253K
$7.77M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35.7KNew |
$1.08M - $1.09M
|
35.7K
$1.1M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.3K+ 50.38% |
$1.01M - $1.02M
|
99.5K
$3.06M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
32.7K+ 12.98% |
$994K - $1M
|
285K
$8.75M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
32.5KNew |
$987K - $996K
|
32.5K
$999K
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
32.4K+ 9.39% |
$983K - $991K
|
377K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
30.4K+ 67.18% |
$922K - $930K
|
75.6K
$2.32M
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28.5K+ 21.35% |
$865K - $872K
|
162K
$4.98M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 2.15% |
$802K - $809K
|
1.26M
$38.6M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.4K+ 0.54% |
$771K - $778K
|
4.69M
$144M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
24.3K+ 53.31% |
$738K - $745K
|
69.9K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 16.75% |
$728K - $735K
|
167K
$5.14M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.1K+ 6.59% |
$702K - $708K
|
374K
$11.5M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22.6K+ 20.67% |
$687K - $693K
|
132K
$4.06M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
22.4KNew |
$680K - $685K
|
22.4K
$688K
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
21.2K+ 7.95% |
$644K - $650K
|
288K
$8.86M
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
20.5K+ 79.72% |
$623K - $628K
|
46.3K
$1.42M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
20.2K+ 375.41% |
$612K - $617K
|
25.5K
$784K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6KNew |
$594K - $599K
|
19.6K
$601K
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19.5K+ 18.68% |
$592K - $597K
|
124K
$3.81M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.9KNew |
$573K - $578K
|
18.9K
$581K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.5KNew |
$562K - $567K
|
18.5K
$569K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
18.4KNew |
$558K - $563K
|
18.4K
$565K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.4KNew |
$528K - $533K
|
17.4K
$535K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3KNew |
$494K - $499K
|
16.3K
$501K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
14.9K+ 222.36% |
$451K - $455K
|
21.5K
$662K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 14.72% |
$447K - $450K
|
115K
$3.52M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.6KNew |
$444K - $447K
|
14.6K
$449K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.6K+ 3.49% |
$413K - $417K
|
404K
$12.4M
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13.6KNew |
$413K - $417K
|
13.6K
$418K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6KNew |
$412K - $415K
|
13.6K
$417K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
13.5KNew |
$409K - $412K
|
13.5K
$414K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 149.84% |
$391K - $394K
|
21.5K
$660K
|