Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 2025. 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 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.3K+ 7.33% |
$39.4K - $40.1K
|
19K
$586K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.23K+ 3.12% |
$37.1K - $37.8K
|
40.4K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 1.11% |
$33.7K - $34.3K
|
101K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1KNew |
$30.3K - $30.8K
|
1K
$30.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
957+ 5.4% |
$29K - $29.5K
|
18.7K
$575K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
705+ 6.02% |
$21.4K - $21.7K
|
12.4K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
593+ 0.82% |
$18K - $18.3K
|
73.1K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
580New |
$17.6K - $17.9K
|
580
$17.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
575+ 5.12% |
$17.4K - $17.7K
|
11.8K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
488+ 205.04% |
$14.8K - $15K
|
726
$22.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378New |
$11.4K - $11.7K
|
378
$11.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
317New |
$9.6K - $9.77K
|
317
$9.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
300+ 3.7% |
$9.09K - $9.25K
|
8.4K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
260+ 6.8% |
$7.88K - $8.02K
|
4.09K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
259+ 1.97% |
$7.85K - $7.98K
|
13.4K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
225+ 2.08% |
$6.82K - $6.94K
|
11K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
216New |
$6.54K - $6.66K
|
216
$6.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
196+ 2.4% |
$5.94K - $6.04K
|
8.36K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177New |
$5.36K - $5.46K
|
177
$5.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
107+ 0.32% |
$3.24K - $3.3K
|
33.1K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
104+ 0.32% |
$3.15K - $3.21K
|
32.9K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
100+ 0.15% |
$3.03K - $3.08K
|
64.7K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
98+ 0.34% |
$2.97K - $3.02K
|
29.1K
$895K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
98+ 15.61% |
$2.97K - $3.02K
|
726
$22.3K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
93New |
$2.82K - $2.87K
|
93
$2.86K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 0.67% |
$2.27K - $2.31K
|
11.3K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70+ 0.38% |
$2.12K - $2.16K
|
18.6K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70+ 1.06% |
$2.12K - $2.16K
|
6.71K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
68New |
$2.06K - $2.1K
|
68
$2.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
68New |
$2.06K - $2.1K
|
68
$2.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
55+ 17.41% |
$1.67K - $1.7K
|
371
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54+ 0.53% |
$1.64K - $1.66K
|
10.3K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.19% |
$1.36K - $1.39K
|
3.84K
$118K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
43+ 0.02% |
$1.3K - $1.33K
|
255K
$7.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
24+ 0.21% |
$727 - $740
|
11.6K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
23+ 383.33% |
$697 - $709
|
29
$892
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.55% |
$303 - $308
|
1.83K
$56.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$182 - $185
|
30.1K
$926K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$151 - $154
|
1.51K
$46.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.31% |
$90.9 - $92.5
|
981
$30.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6- 0.05% |
$182 - $185
|
11.7K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10- 0.15% |
$303 - $308
|
6.51K
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$606 - $617
|
9.77K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.26% |
$697 - $709
|
8.84K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-29- 3.32% |
$878 - $894
|
845
$26K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-33- 32.35% |
$1K - $1.02K
|
69
$2.12K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-47- 0.52% |
$1.42K - $1.45K
|
8.97K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-49- 0.11% |
$1.48K - $1.51K
|
46K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50- 0.96% |
$1.51K - $1.54K
|
5.18K
$159K
|