Purchases and Sales Made in Q1 2025 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2025. 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 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.13MNew |
$34.6M - $34.7M
|
1.13M
$34.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
760K+ 954.54% |
$23.3M - $23.5M
|
840K
$25.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
244K+ 66.04% |
$7.49M - $7.53M
|
613K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
139K+ 1204.28% |
$4.28M - $4.3M
|
151K
$4.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90K+ 40.2% |
$2.76M - $2.78M
|
314K
$9.68M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
73.7K+ 92.53% |
$2.26M - $2.28M
|
153K
$4.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.1K+ 61.55% |
$2.24M - $2.26M
|
192K
$5.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
73KNew |
$2.24M - $2.25M
|
73K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
70.4K+ 28.06% |
$2.16M - $2.17M
|
321K
$9.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.2K+ 50.99% |
$1.2M - $1.21M
|
116K
$3.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
32.9K+ 12.48% |
$1.01M - $1.02M
|
297K
$9.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
29.3K+ 31.95% |
$900K - $904K
|
121K
$3.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.9K+ 99658.62% |
$888K - $892K
|
28.9K
$892K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
27.1K+ 12.58% |
$832K - $837K
|
243K
$7.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.2K+ 10.05% |
$714K - $717K
|
254K
$7.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
19.8K+ 11.55% |
$608K - $611K
|
191K
$5.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 7.57% |
$573K - $576K
|
265K
$8.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$335K - $337K
|
10.9K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1K+ 8.57% |
$310K - $311K
|
128K
$3.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
9.79KNew |
$300K - $302K
|
9.79K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.86KNew |
$211K - $212K
|
6.86K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6.08K+ 2.44% |
$187K - $188K
|
255K
$7.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
3.41K+ 3.27% |
$105K - $105K
|
108K
$3.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 6.01% |
$101K - $102K
|
58.2K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.75K+ 0.69% |
$84.3K - $84.7K
|
402K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.6K+ 4.62% |
$49.1K - $49.4K
|
36.2K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 4.2% |
$49.1K - $49.4K
|
39.7K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
949+ 1.33% |
$29.1K - $29.3K
|
72.5K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
786+ 0.92% |
$24.1K - $24.3K
|
85.9K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
392+ 5.23% |
$12K - $12.1K
|
7.89K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
389+ 4.44% |
$11.9K - $12K
|
9.15K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
168+ 0.7% |
$5.16K - $5.19K
|
24.3K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$307 - $309
|
8.17K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 80.72% |
$4.12K - $4.14K
|
32
$987
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-199- 0.48% |
$6.11K - $6.14K
|
41.5K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-652- 0.37% |
$20K - $20.1K
|
174K
$5.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.53K- 15.85% |
$47K - $47.2K
|
8.13K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 23.67% |
$92.6K - $93K
|
9.72K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.04K- 9.66% |
$124K - $125K
|
37.8K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.54K- 60.57% |
$139K - $140K
|
2.96K
$91.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-6.06K- 2.63% |
$186K - $187K
|
224K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-22.8K- 16.54% |
$702K - $705K
|
115K
$3.55M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-66.7K- 79.71% |
$2.05M - $2.06M
|
17K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-150K- 86.13% |
$4.6M - $4.63M
|
24.1K
$745K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-386K- 56.01% |
$11.9M - $11.9M
|
303K
$9.35M
|