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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-77- 0.09% |
$2.33K - $2.37K
|
85.8K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86- 98.85% |
$2.6K - $2.65K
|
1
$30.8
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-88- 0.27% |
$2.67K - $2.71K
|
32.2K
$990K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 0.49% |
$3.03K - $3.08K
|
20.4K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-101- 0.56% |
$3.06K - $3.11K
|
17.8K
$549K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-105- 1.52% |
$3.18K - $3.24K
|
6.81K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-208- 1.83% |
$6.3K - $6.41K
|
11.1K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-212- 0.29% |
$6.42K - $6.54K
|
72.8K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-232- 5.43% |
$7.03K - $7.15K
|
4.04K
$124K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-243- 1.13% |
$7.36K - $7.49K
|
21.2K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-248- 3.47% |
$7.51K - $7.65K
|
6.9K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-289- 1.17% |
$8.75K - $8.91K
|
24.4K
$749K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-344- 11.64% |
$10.4K - $10.6K
|
2.61K
$80.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-350- 3.6% |
$10.6K - $10.8K
|
9.37K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-371- 4.1% |
$11.2K - $11.4K
|
8.68K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-399- 0.91% |
$12.1K - $12.3K
|
43.6K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-400- 16.74% |
$12.1K - $12.3K
|
1.99K
$61.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-433- 11.46% |
$13.1K - $13.3K
|
3.35K
$103K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-495- 0.39% |
$15K - $15.3K
|
126K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-543- 1.5% |
$16.4K - $16.7K
|
35.6K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-550- 1.43% |
$16.7K - $17K
|
37.9K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-581- 95.25% |
$17.6K - $17.9K
|
29
$892
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-605- 67.98% |
$18.3K - $18.7K
|
285
$8.77K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-625- 7.42% |
$18.9K - $19.3K
|
7.8K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-630- 1.31% |
$19.1K - $19.4K
|
47.4K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-640- 3.89% |
$19.4K - $19.7K
|
15.8K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-650- 4.22% |
$19.7K - $20K
|
14.7K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-673- 4.14% |
$20.4K - $20.7K
|
15.6K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-705- 2.5% |
$21.4K - $21.7K
|
27.6K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-705- 6.46% |
$21.4K - $21.7K
|
10.2K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-765- 0.24% |
$23.2K - $23.6K
|
325K
$9.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-818- 9.83% |
$24.8K - $25.2K
|
7.5K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-850- 4.15% |
$25.7K - $26.2K
|
19.6K
$604K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-861- 6.5% |
$26.1K - $26.5K
|
12.4K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-890- 8.82% |
$27K - $27.4K
|
9.2K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-919- 7.99% |
$27.8K - $28.3K
|
10.6K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-945- 10.1% |
$28.6K - $29.1K
|
8.41K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-970- 8.11% |
$29.4K - $29.9K
|
11K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 7.1% |
$30.3K - $30.8K
|
13.1K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.06K- 8.22% |
$32.1K - $32.7K
|
11.8K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-1.13K- 13.25% |
$34.2K - $34.8K
|
7.39K
$227K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.21K- 8.5% |
$36.6K - $37.3K
|
13K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.32K- 13.3% |
$40K - $40.7K
|
8.61K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 0.34% |
$42.4K - $43.2K
|
410K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.4K- 8.24% |
$42.4K - $43.2K
|
15.6K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.58K- 4.57% |
$47.7K - $48.6K
|
32.9K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.7K- 0.76% |
$51.6K - $52.5K
|
222K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.73K- 4.17% |
$52.5K - $53.4K
|
39.8K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 20.39% |
$57K - $58.1K
|
7.35K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.93K- 6.72% |
$58.5K - $59.6K
|
26.8K
$825K
|