Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2023. 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 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-275- 2.16% |
$8.24K - $8.44K
|
12.4K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-302- 1.51% |
$9.05K - $9.27K
|
19.7K
$607K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-527- 26.01% |
$15.8K - $16.2K
|
1.5K
$46.2K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-527- 26.01% |
$15.8K - $16.2K
|
1.5K
$46.2K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-599- 0.87% |
$17.9K - $18.4K
|
68.4K
$2.11M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-746- 1.51% |
$22.4K - $22.9K
|
48.6K
$1.5M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-777- 15.56% |
$23.3K - $23.8K
|
4.22K
$130K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-801- 4.64% |
$24K - $24.6K
|
16.5K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-825- 10.86% |
$24.7K - $25.3K
|
6.78K
$209K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-850- 4.68% |
$25.5K - $26.1K
|
17.3K
$533K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-860- 17.84% |
$25.8K - $26.4K
|
3.96K
$122K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-939- 0.72% |
$28.1K - $28.8K
|
129K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-970- 7.66% |
$29.1K - $29.8K
|
11.7K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 7.47% |
$30.6K - $31.3K
|
12.6K
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 4.56% |
$33.6K - $34.4K
|
23.4K
$722K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.13K- 1.32% |
$33.7K - $34.5K
|
83.9K
$2.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 28.46% |
$34.3K - $35.1K
|
2.88K
$88.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.21K- 3.93% |
$36.3K - $37.2K
|
29.6K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 3.35% |
$37.4K - $38.3K
|
36K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.35K- 5.54% |
$40.5K - $41.5K
|
23.1K
$710K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.47K- 4.16% |
$44K - $45K
|
33.8K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.56K- 0.7% |
$46.8K - $47.9K
|
222K
$6.83M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.74K- 7.6% |
$52K - $53.2K
|
21.1K
$649K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.78K- 5.91% |
$53.2K - $54.5K
|
28.3K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.86K- 2.8% |
$55.6K - $56.9K
|
64.5K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.88K- 28.71% |
$56.4K - $57.7K
|
4.67K
$144K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.95K- 6.43% |
$58.4K - $59.8K
|
28.4K
$875K
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.11K- 10.7% |
$63.1K - $64.6K
|
17.6K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.72K- 8.21% |
$81.4K - $83.4K
|
30.4K
$936K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.74K- 28.1% |
$82K - $84K
|
7.01K
$216K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.99K- 21.78% |
$89.7K - $91.9K
|
10.8K
$331K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.17K- 8.96% |
$95.1K - $97.3K
|
32.3K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.32K- 96.62% |
$99.4K - $102K
|
116
$3.57K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.35K- 28.08% |
$100K - $103K
|
8.58K
$264K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.36K- 35.85% |
$101K - $103K
|
6.01K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.57K- 7.69% |
$107K - $109K
|
42.8K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.57K- 1.28% |
$107K - $110K
|
275K
$8.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.7K- 30.84% |
$111K - $114K
|
8.31K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.71K- 0.96% |
$111K - $114K
|
381K
$11.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.72K- 27.25% |
$112K - $114K
|
9.94K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.76K- 17.35% |
$113K - $115K
|
17.9K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.99K- 63.13% |
$120K - $123K
|
2.33K
$71.9K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.22K- 8.68% |
$126K - $129K
|
44.4K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.22K- 37.57% |
$126K - $129K
|
7.01K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.33K- 41.76% |
$130K - $133K
|
6.04K
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.48K- 1.54% |
$134K - $137K
|
286K
$8.82M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.5K- 19.96% |
$135K - $138K
|
18.1K
$556K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.62K- 11.5% |
$138K - $142K
|
35.5K
$1.09M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.66K- 42.7% |
$140K - $143K
|
6.25K
$193K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.7K- 31.97% |
$141K - $144K
|
10K
$308K
|