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 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 31.99% |
$96.6K - $97.2K
|
6.69K
$206K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.36K- 3.31% |
$103K - $104K
|
98.1K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.44K- 24.4% |
$106K - $106K
|
10.7K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.13K- 2.74% |
$127K - $127K
|
147K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4.95K- 1.83% |
$152K - $153K
|
265K
$8.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.19K- 42.54% |
$159K - $160K
|
7.02K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-5.62K- 10.39% |
$173K - $174K
|
48.5K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-6.24K- 33.17% |
$191K - $193K
|
12.6K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6.3K- 40.57% |
$193K - $195K
|
9.23K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.3K- 2.14% |
$193K - $195K
|
288K
$8.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.35K- 2.22% |
$195K - $196K
|
280K
$8.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-6.52K- 8.47% |
$200K - $201K
|
70.5K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-6.69K- 19.94% |
$205K - $207K
|
26.9K
$828K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.74K- 20.57% |
$207K - $208K
|
26K
$801K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.86K- 30.2% |
$211K - $212K
|
15.9K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.96K- 13.4% |
$214K - $215K
|
45K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7K- 5.84% |
$215K - $216K
|
113K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.13K- 28.6% |
$219K - $220K
|
17.8K
$548K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.43K- 80.57% |
$228K - $230K
|
1.79K
$55.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.67K- 36.95% |
$235K - $237K
|
13.1K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.36K- 38.02% |
$257K - $258K
|
13.6K
$420K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-8.51K- 33.71% |
$261K - $263K
|
16.7K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.68K- 36.66% |
$266K - $268K
|
15K
$462K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.01K- 6.48% |
$276K - $278K
|
130K
$4.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.57K- 3.31% |
$294K - $295K
|
280K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.69K- 19.58% |
$298K - $299K
|
39.8K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 9.97% |
$313K - $315K
|
92.2K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 7.92% |
$326K - $328K
|
124K
$3.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 5.6% |
$334K - $336K
|
183K
$5.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-11K- 48.67% |
$338K - $340K
|
11.6K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 23.4% |
$358K - $360K
|
38.2K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 7.69% |
$365K - $367K
|
143K
$4.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-12K- 27.55% |
$368K - $370K
|
31.5K
$971K
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-12.3K- 1.93% |
$379K - $381K
|
628K
$19.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-13.6K- 55.16% |
$417K - $419K
|
11K
$340K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-14.3K- 4.45% |
$438K - $440K
|
306K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 6.31% |
$450K - $452K
|
218K
$6.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.8K- 3.09% |
$453K - $456K
|
462K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.5K- 42.28% |
$475K - $477K
|
21.1K
$650K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.9K- 33.53% |
$551K - $554K
|
35.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-18.1K- 14.76% |
$556K - $559K
|
105K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-18.3K- 10.93% |
$561K - $564K
|
149K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-18.7K- 21.53% |
$574K - $577K
|
68.1K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-19.2K- 59.31% |
$588K - $592K
|
13.1K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 40.82% |
$623K - $627K
|
29.4K
$906K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.6K- 8.9% |
$631K - $635K
|
211K
$6.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2K- 37.28% |
$650K - $654K
|
35.6K
$1.1M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-21.3KClosed |
$652K - $656K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-22K- 9.1% |
$675K - $679K
|
220K
$6.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.2K- 62.41% |
$681K - $686K
|
13.4K
$412K
|