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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.09K- 35.37% |
$152K - $156K
|
9.3K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.09K- 10.0% |
$152K - $156K
|
45.8K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.25K- 13.42% |
$157K - $161K
|
33.9K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.45K- 30.4% |
$163K - $167K
|
12.5K
$384K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.55K- 9.82% |
$166K - $170K
|
51K
$1.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.65K- 10.03% |
$169K - $173K
|
50.6K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.94K- 14.57% |
$178K - $182K
|
34.8K
$1.07M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.13K- 2.7% |
$184K - $188K
|
221K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.37K- 5.05% |
$191K - $195K
|
120K
$3.69M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.52K- 32.45% |
$195K - $200K
|
13.6K
$418K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.52K- 28.55% |
$195K - $200K
|
16.3K
$502K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.97K- 20.72% |
$209K - $214K
|
26.6K
$821K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-7.22K- 2.41% |
$216K - $222K
|
293K
$9.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.38K- 61.11% |
$221K - $226K
|
4.7K
$145K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.28K- 11.16% |
$248K - $254K
|
66K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.36K- 5.44% |
$250K - $256K
|
145K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.47K- 26.07% |
$254K - $260K
|
24K
$740K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.68K- 11.09% |
$260K - $266K
|
69.6K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-9.08K- 3.18% |
$272K - $278K
|
277K
$8.52M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-9.57K- 46.27% |
$287K - $294K
|
11.1K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.57K- 99.69% |
$287K - $294K
|
30
$924
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.1K- 32.7% |
$302K - $310K
|
20.8K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.3K- 27.12% |
$339K - $347K
|
30.4K
$937K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-11.5K- 12.46% |
$345K - $353K
|
80.9K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.9K- 23.52% |
$355K - $364K
|
38.6K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 6.22% |
$364K - $372K
|
183K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13.2K- 38.1% |
$395K - $405K
|
21.4K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14K- 6.85% |
$419K - $430K
|
190K
$5.86M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-14.2K- 42.49% |
$425K - $435K
|
19.2K
$591K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.2K- 35.27% |
$427K - $437K
|
26.2K
$806K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 3.47% |
$453K - $464K
|
420K
$12.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 5.76% |
$457K - $468K
|
250K
$7.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-16K- 70.25% |
$480K - $491K
|
6.78K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 99.05% |
$488K - $500K
|
156
$4.8K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.5K- 9.75% |
$494K - $506K
|
153K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.6K- 39.62% |
$528K - $541K
|
26.9K
$827K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-18K- 12.9% |
$538K - $551K
|
121K
$3.73M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-18.8K- 6.45% |
$564K - $577K
|
273K
$8.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-19.2K- 3.33% |
$576K - $590K
|
558K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-19.3K- 67.29% |
$578K - $592K
|
9.37K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-19.5K- 3.83% |
$583K - $597K
|
489K
$15M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.2K- 98.47% |
$605K - $619K
|
313
$9.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-23.8K- 18.97% |
$714K - $731K
|
102K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-24.7K- 41.17% |
$740K - $758K
|
35.3K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-26.5K- 6.93% |
$795K - $814K
|
357K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-28.6K- 54.76% |
$857K - $878K
|
23.6K
$728K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-29.1K- 17.04% |
$873K - $894K
|
142K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-29.6K- 46.96% |
$887K - $908K
|
33.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-32.6K- 91.78% |
$978K - $1M
|
2.92K
$90K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-32.8K- 25.6% |
$984K - $1.01M
|
95.4K
$2.94M
|