Purchases and Sales Made in Q2 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.72MNew |
$52.3M - $52.9M
|
1.72M
$52.9M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.47M+ 407.15% |
$44.5M - $45M
|
1.83M
$56.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
951K+ 751.85% |
$28.9M - $29.2M
|
1.08M
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
613K+ 155.32% |
$18.6M - $18.8M
|
1.01M
$30.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
447KNew |
$13.6M - $13.7M
|
447K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
444K+ 41.43% |
$13.5M - $13.6M
|
1.51M
$46.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
356KNew |
$10.8M - $10.9M
|
356K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
291K+ 450.02% |
$8.83M - $8.94M
|
356K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
242K+ 67.06% |
$7.33M - $7.42M
|
602K
$18.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
225K+ 389.06% |
$6.83M - $6.91M
|
283K
$8.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
99.3K+ 85.45% |
$3.01M - $3.05M
|
216K
$6.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
91.4K+ 129.35% |
$2.77M - $2.8M
|
162K
$4.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
85.4KNew |
$2.59M - $2.62M
|
85.4K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
84.4K+ 38.41% |
$2.56M - $2.59M
|
304K
$9.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77.6K+ 245.08% |
$2.36M - $2.38M
|
109K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
62.6K+ 162.32% |
$1.9M - $1.92M
|
101K
$3.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
42K+ 2.16% |
$1.27M - $1.29M
|
1.99M
$61M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40.8K+ 14.18% |
$1.24M - $1.25M
|
329K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
40.3K+ 11.07% |
$1.22M - $1.24M
|
404K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.2K+ 439.3% |
$1.13M - $1.14M
|
45.7K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32.5K+ 6.81% |
$986K - $997K
|
510K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
31.2K+ 45.6% |
$947K - $958K
|
99.6K
$3.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
28K+ 109.15% |
$851K - $861K
|
53.7K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
27.6K+ 21.53% |
$838K - $848K
|
156K
$4.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
23.1K+ 2.81% |
$701K - $709K
|
846K
$26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.1K+ 76.91% |
$670K - $678K
|
50.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$655K - $663K
|
21.6K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$616K - $624K
|
20.3K
$624K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
20K+ 13.46% |
$606K - $613K
|
169K
$5.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
19.6K+ 2.92% |
$593K - $600K
|
690K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.6KNew |
$566K - $572K
|
18.6K
$572K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18K+ 1.82% |
$547K - $553K
|
1.01M
$31M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 1.18% |
$516K - $522K
|
1.46M
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 11.1% |
$477K - $483K
|
158K
$4.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
13.6K+ 22.1% |
$412K - $417K
|
75.1K
$2.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.1KNew |
$368K - $373K
|
12.1K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
$325K - $329K
|
10.7K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.7KNew |
$324K - $328K
|
10.7K
$328K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
10.1K+ 43.33% |
$305K - $309K
|
33.3K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10KNew |
$305K - $308K
|
10K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.81KNew |
$297K - $301K
|
9.81K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 2.71% |
$293K - $297K
|
366K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
8.38K+ 2.89% |
$254K - $257K
|
298K
$9.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.19K+ 35.92% |
$248K - $251K
|
31K
$951K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.77KNew |
$236K - $238K
|
7.77K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.75K+ 4.81% |
$235K - $238K
|
169K
$5.18M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.59K+ 56.76% |
$230K - $233K
|
21K
$644K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.54K+ 10.56% |
$229K - $231K
|
78.9K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.51K+ 1.35% |
$228K - $230K
|
565K
$17.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.44KNew |
$226K - $228K
|
7.44K
$228K
|