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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.49% |
$338 - $340
|
2.28K
$70.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4+ 1.45% |
$123 - $124
|
279
$8.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.03% |
$123 - $124
|
14K
$430K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.83% |
$61.4 - $61.8
|
111
$3.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$30.7 - $30.9
|
1
$30.8
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3- 0.02% |
$92.1 - $92.6
|
16.2K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-28- 0.87% |
$859 - $865
|
3.19K
$98.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.09% |
$1.07K - $1.08K
|
40.2K
$1.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37- 0.13% |
$1.14K - $1.14K
|
29.3K
$905K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42- 0.17% |
$1.29K - $1.3K
|
24.2K
$745K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-80- 0.29% |
$2.46K - $2.47K
|
27.7K
$854K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 0.5% |
$2.95K - $2.96K
|
19.2K
$593K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-120- 2.39% |
$3.68K - $3.71K
|
4.91K
$151K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-123- 4.35% |
$3.77K - $3.8K
|
2.7K
$83.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-125- 44.48% |
$3.84K - $3.86K
|
156
$4.81K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138Closed |
$4.24K - $4.26K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-159- 9.38% |
$4.88K - $4.91K
|
1.54K
$47.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-159- 1.66% |
$4.88K - $4.91K
|
9.41K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-163- 2.34% |
$5K - $5.03K
|
6.8K
$210K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 1.13% |
$6.14K - $6.18K
|
17.5K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-212- 0.91% |
$6.51K - $6.55K
|
23.1K
$713K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-242- 0.05% |
$7.43K - $7.47K
|
514K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-311- 4.06% |
$9.54K - $9.6K
|
7.35K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 3.64% |
$9.91K - $9.97K
|
8.56K
$264K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-493- 1.53% |
$15.1K - $15.2K
|
31.6K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-545- 3.16% |
$16.7K - $16.8K
|
16.7K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-581- 4.29% |
$17.8K - $17.9K
|
13K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-639- 6.24% |
$19.6K - $19.7K
|
9.6K
$296K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-640- 7.15% |
$19.6K - $19.8K
|
8.32K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-690- 0.25% |
$21.2K - $21.3K
|
280K
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-691- 90.33% |
$21.2K - $21.3K
|
74
$2.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-692- 17.51% |
$21.2K - $21.4K
|
3.26K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-749- 1.78% |
$23K - $23.1K
|
41.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-773- 4.84% |
$23.7K - $23.9K
|
15.2K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-816- 10.0% |
$25K - $25.2K
|
7.35K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-821- 0.66% |
$25.2K - $25.4K
|
123K
$3.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-985- 4.18% |
$30.2K - $30.4K
|
22.6K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.05K- 30.51% |
$32.2K - $32.4K
|
2.39K
$73.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.09K- 4.35% |
$33.5K - $33.7K
|
24K
$739K
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.43K- 3.77% |
$43.8K - $44.1K
|
36.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.69K- 1.91% |
$52K - $52.3K
|
87K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.78K- 3.19% |
$54.5K - $54.9K
|
54K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.09K- 6.99% |
$64.1K - $64.5K
|
27.8K
$857K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.54K- 15.95% |
$77.9K - $78.3K
|
13.4K
$412K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.58K- 14.22% |
$79K - $79.5K
|
15.5K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.65K- 3.84% |
$81.3K - $81.8K
|
66.2K
$2.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.84K- 0.76% |
$87.2K - $87.8K
|
371K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-2.95K- 14.79% |
$90.4K - $90.9K
|
17K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 31.99% |
$96.6K - $97.2K
|
6.69K
$206K
|