Purchases and Sales Made in Q2 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 2024. 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 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.71M+ 115.97% |
$52.6M - $52.9M
|
3.19M
$98.3M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
786K+ 707.81% |
$24.1M - $24.3M
|
897K
$27.6M
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
567KNew |
$17.4M - $17.5M
|
567K
$17.5M
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
402KNew |
$12.3M - $12.4M
|
402K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
301K+ 65.85% |
$9.24M - $9.3M
|
758K
$23.4M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
281K+ 10.31% |
$8.64M - $8.69M
|
3.01M
$92.7M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
242K+ 11.62% |
$7.43M - $7.47M
|
2.32M
$71.6M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
242K+ 11.62% |
$7.43M - $7.47M
|
2.32M
$71.6M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
219KNew |
$6.73M - $6.77M
|
219K
$6.76M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
186K+ 162.52% |
$5.71M - $5.75M
|
301K
$9.26M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 4.88% |
$5.19M - $5.22M
|
3.63M
$112M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169K+ 48.74% |
$5.19M - $5.22M
|
516K
$15.9M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164K+ 87.87% |
$5.03M - $5.07M
|
351K
$10.8M
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
162KNew |
$4.96M - $4.99M
|
162K
$4.98M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
150KNew |
$4.61M - $4.64M
|
150K
$4.63M
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
147KNew |
$4.51M - $4.54M
|
147K
$4.53M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
140K+ 24057.63% |
$4.3M - $4.33M
|
141K
$4.34M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
132KNew |
$4.04M - $4.06M
|
132K
$4.05M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
104K+ 175.86% |
$3.18M - $3.2M
|
163K
$5.01M
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
102K+ 14.53% |
$3.14M - $3.16M
|
807K
$24.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.7K+ 7.55% |
$3.06M - $3.08M
|
1.42M
$43.7M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
96KNew |
$2.95M - $2.96M
|
96K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
95.1K+ 112.7% |
$2.92M - $2.94M
|
179K
$5.53M
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
86.3K+ 277.06% |
$2.65M - $2.67M
|
118K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
76.2K+ 9.22% |
$2.34M - $2.35M
|
903K
$27.8M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
69.2K+ 16.21% |
$2.12M - $2.14M
|
496K
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.2K+ 138.09% |
$2.09M - $2.11M
|
118K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
56.1K+ 7.49% |
$1.72M - $1.73M
|
805K
$24.8M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.7K+ 3.08% |
$1.71M - $1.72M
|
1.86M
$57.4M
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
50.6K+ 35.77% |
$1.55M - $1.56M
|
192K
$5.92M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
45.3K+ 10.27% |
$1.39M - $1.4M
|
487K
$15M
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
45.1K+ 8.31% |
$1.38M - $1.39M
|
588K
$18.1M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42.9KNew |
$1.32M - $1.32M
|
42.9K
$1.32M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42.8K+ 231.42% |
$1.31M - $1.32M
|
61.3K
$1.89M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
40.9K+ 24.71% |
$1.26M - $1.26M
|
207K
$6.36M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
38.9K+ 11281.16% |
$1.19M - $1.2M
|
39.3K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.4KNew |
$931K - $937K
|
30.4K
$935K
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
29.3K+ 5.04% |
$898K - $904K
|
610K
$18.8M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.1K+ 240.74% |
$769K - $774K
|
35.5K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
24.8K+ 25.68% |
$762K - $767K
|
122K
$3.74M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.3K+ 10.72% |
$747K - $751K
|
251K
$7.74M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.4K+ 3.89% |
$719K - $723K
|
625K
$19.3M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
22.3KNew |
$684K - $688K
|
22.3K
$687K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
20.8KNew |
$638K - $642K
|
20.8K
$640K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$619K - $623K
|
20.2K
$622K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 33.88% |
$558K - $562K
|
71.9K
$2.21M
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
17.9K+ 14.61% |
$550K - $553K
|
141K
$4.33M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.7K+ 2.33% |
$513K - $516K
|
732K
$22.6M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.6K+ 30.88% |
$479K - $482K
|
66.2K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.6KNew |
$479K - $482K
|
15.6K
$480K
|