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 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.6KNew |
$479K - $482K
|
15.6K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$475K - $478K
|
15.5K
$476K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.3KNew |
$469K - $472K
|
15.3K
$471K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
14.2K+ 5.87% |
$437K - $439K
|
257K
$7.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
14.1K+ 1.63% |
$434K - $436K
|
882K
$27.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 4.61% |
$434K - $436K
|
320K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
13.7KNew |
$421K - $423K
|
13.7K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4KNew |
$411K - $413K
|
13.4K
$412K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.1KNew |
$402K - $405K
|
13.1K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 5.54% |
$397K - $400K
|
247K
$7.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
12.7K+ 3.66% |
$390K - $393K
|
360K
$11.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 2.89% |
$382K - $384K
|
444K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.4K+ 20.44% |
$381K - $383K
|
73K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 31.52% |
$378K - $380K
|
51.3K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
11.2K+ 2.98% |
$344K - $346K
|
387K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 5.48% |
$336K - $338K
|
211K
$6.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
10.7K+ 2.94% |
$327K - $329K
|
373K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10.6K+ 8.55% |
$325K - $327K
|
134K
$4.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 24.57% |
$325K - $327K
|
53.6K
$1.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.99KNew |
$307K - $309K
|
9.99K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.86K+ 41.11% |
$303K - $305K
|
33.8K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.74KNew |
$299K - $301K
|
9.74K
$300K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.71KNew |
$298K - $300K
|
9.71K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.67K+ 32.88% |
$297K - $298K
|
39.1K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.15K+ 5.22% |
$281K - $283K
|
185K
$5.68M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
9.02KNew |
$277K - $278K
|
9.02K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 18.5% |
$266K - $268K
|
55.6K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.65KNew |
$265K - $267K
|
8.65K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.02KNew |
$215K - $217K
|
7.02K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.98KNew |
$214K - $216K
|
6.98K
$215K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.94KNew |
$213K - $214K
|
6.94K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.89KNew |
$211K - $213K
|
6.89K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.71K+ 3.61% |
$206K - $207K
|
192K
$5.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.59K+ 97.28% |
$202K - $203K
|
13.4K
$412K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
6.44K+ 6.78% |
$197K - $199K
|
101K
$3.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.51K+ 43.67% |
$169K - $170K
|
18.1K
$559K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.42K+ 2.47% |
$166K - $167K
|
225K
$6.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.26K+ 36.82% |
$131K - $132K
|
15.8K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.79K+ 44.84% |
$116K - $117K
|
12.2K
$377K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.7K+ 4.05% |
$113K - $114K
|
94.9K
$2.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.57K+ 2.72% |
$109K - $110K
|
135K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 0.5% |
$104K - $104K
|
683K
$21M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 1.27% |
$103K - $103K
|
267K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.18K+ 6.31% |
$97.7K - $98.3K
|
53.6K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.09K+ 16.98% |
$94.8K - $95.4K
|
21.3K
$655K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.91K+ 24.5% |
$89.2K - $89.8K
|
14.8K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.82K+ 3.88% |
$86.4K - $87K
|
75.4K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.41K+ 19.0% |
$74.1K - $74.5K
|
15.1K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.3K+ 14.31% |
$70.7K - $71.1K
|
18.4K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 26.98% |
$67.5K - $67.9K
|
10.3K
$319K
|