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
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$63.9K - $64.3K
|
2.08K
$64.1K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2K+ 3.98% |
$61.3K - $61.7K
|
52.2K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.96K+ 24.53% |
$60.2K - $60.6K
|
9.97K
$307K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$59.7K - $60.1K
|
1.95K
$59.9K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.85KNew |
$56.6K - $57K
|
1.85K
$56.8K
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.65K+ 1.99% |
$50.5K - $50.8K
|
84.4K
$2.6M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 236.69% |
$46.9K - $47.2K
|
2.18K
$67K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 1.61% |
$34.6K - $34.8K
|
71.2K
$2.19M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.1K+ 1.35% |
$33.8K - $34K
|
82.8K
$2.55M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 11.24% |
$31.7K - $31.9K
|
10.2K
$315K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
970+ 8.82% |
$29.8K - $30K
|
12K
$369K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
963+ 1.19% |
$29.6K - $29.7K
|
81.8K
$2.52M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
838New |
$25.7K - $25.9K
|
838
$25.8K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
829New |
$25.4K - $25.6K
|
829
$25.5K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
675+ 0.53% |
$20.7K - $20.8K
|
127K
$3.92M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
656+ 6.83% |
$20.1K - $20.3K
|
10.3K
$316K
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
622+ 1.78% |
$19.1K - $19.2K
|
35.5K
$1.09M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
600+ 1.62% |
$18.4K - $18.5K
|
37.6K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
561+ 6.67% |
$17.2K - $17.3K
|
8.97K
$276K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
550+ 1.7% |
$16.9K - $17K
|
32.8K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
543+ 3016.67% |
$16.7K - $16.8K
|
561
$17.3K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
537+ 4.84% |
$16.5K - $16.6K
|
11.6K
$358K
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
535+ 0.88% |
$16.4K - $16.5K
|
61.3K
$1.89M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
525New |
$16.1K - $16.2K
|
525
$16.2K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
483+ 4.21% |
$14.8K - $14.9K
|
11.9K
$368K
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
375+ 3.85% |
$11.5K - $11.6K
|
10.1K
$312K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
324+ 0.04% |
$9.94K - $10K
|
811K
$25M
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
317+ 0.96% |
$9.73K - $9.79K
|
33.4K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
297New |
$9.11K - $9.17K
|
297
$9.15K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
281New |
$8.62K - $8.68K
|
281
$8.65K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
258New |
$7.92K - $7.97K
|
258
$7.95K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
250+ 0.61% |
$7.67K - $7.72K
|
41.5K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
245+ 1.83% |
$7.52K - $7.57K
|
13.7K
$420K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
239+ 0.12% |
$7.33K - $7.38K
|
197K
$6.08M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
229+ 0.71% |
$7.03K - $7.07K
|
32.6K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 3.2% |
$5.62K - $5.65K
|
5.9K
$182K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
140+ 1.49% |
$4.3K - $4.32K
|
9.52K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
132+ 1.22% |
$4.05K - $4.08K
|
11K
$338K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
128New |
$3.93K - $3.95K
|
128
$3.94K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
115+ 0.05% |
$3.53K - $3.55K
|
225K
$6.92M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
99+ 7.15% |
$3.04K - $3.06K
|
1.48K
$45.7K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
86+ 0.79% |
$2.64K - $2.66K
|
11K
$339K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
82+ 0.63% |
$2.52K - $2.53K
|
13.1K
$405K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.42% |
$1.57K - $1.57K
|
3.65K
$112K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 1.09% |
$1.53K - $1.54K
|
4.66K
$143K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
44+ 1.47% |
$1.35K - $1.36K
|
3.03K
$93.3K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23New |
$706 - $710
|
23
$708
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22New |
$675 - $679
|
22
$678
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17+ 0.14% |
$522 - $525
|
12.4K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.68% |
$368 - $371
|
1.79K
$55.1K
|