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 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.1K- 7.26% |
$63.6K - $64.8K
|
26.8K
$826K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.15K- 40.8% |
$65.1K - $66.3K
|
3.12K
$96K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.16K- 7.87% |
$65.5K - $66.7K
|
25.3K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.35K- 1.84% |
$71.3K - $72.5K
|
125K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.45K- 2.04% |
$74.3K - $75.6K
|
118K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.22K- 2.46% |
$97.5K - $99.3K
|
128K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-3.64K- 9.62% |
$110K - $112K
|
34.2K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.68K- 27.69% |
$111K - $113K
|
9.6K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.99K- 3.8% |
$121K - $123K
|
101K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.17K- 38.15% |
$126K - $128K
|
6.75K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.27K- 7.88% |
$129K - $132K
|
49.9K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.3K- 14.85% |
$130K - $132K
|
24.6K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.46K- 23.38% |
$135K - $138K
|
14.6K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.49K- 14.35% |
$136K - $139K
|
26.8K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.71K- 15.41% |
$143K - $145K
|
25.8K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-4.93K- 4.98% |
$149K - $152K
|
94K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.96K- 11.92% |
$150K - $153K
|
36.7K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.12K- 45.43% |
$155K - $158K
|
6.15K
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.28K- 28.82% |
$160K - $163K
|
13K
$401K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-5.84K- 1.16% |
$177K - $180K
|
497K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.98K- 88.0% |
$181K - $184K
|
816
$25.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.01K- 18.25% |
$182K - $185K
|
26.9K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.21K- 25.72% |
$188K - $192K
|
17.9K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-6.52K- 13.53% |
$197K - $201K
|
41.6K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-6.58K- 8.07% |
$199K - $203K
|
74.9K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.97K- 0.62% |
$211K - $215K
|
1.12M
$34.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-7.5K- 3.04% |
$227K - $231K
|
239K
$7.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.93K- 6.68% |
$240K - $244K
|
111K
$3.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.36K- 47.26% |
$253K - $258K
|
9.32K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-8.49K- 7.05% |
$257K - $262K
|
112K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-9.04K- 50.06% |
$274K - $279K
|
9.02K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-10.7K- 26.38% |
$326K - $331K
|
30K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.1K- 5.69% |
$335K - $341K
|
184K
$5.65M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-11.6K- 11.41% |
$350K - $356K
|
89.7K
$2.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 8.66% |
$403K - $410K
|
140K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.6K- 5.5% |
$411K - $418K
|
233K
$7.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-16.6K- 14.38% |
$502K - $511K
|
98.7K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-18.8K- 28.02% |
$571K - $581K
|
48.4K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-20.2K- 2.75% |
$611K - $622K
|
713K
$21.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-21.3K- 67.21% |
$646K - $657K
|
10.4K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.7K- 79.91% |
$688K - $701K
|
5.72K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-24.8K- 28.62% |
$751K - $764K
|
61.8K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.2K- 20.09% |
$825K - $839K
|
108K
$3.33M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.5K- 50.0% |
$833K - $848K
|
27.5K
$846K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-27.6K- 5.88% |
$836K - $851K
|
442K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-28.5K- 4.11% |
$863K - $879K
|
664K
$20.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-31.6K- 2.93% |
$956K - $973K
|
1.05M
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.9K- 15.0% |
$996K - $1.01M
|
186K
$5.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.1K- 11.95% |
$1.06M - $1.08M
|
258K
$7.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.9K- 28.11% |
$1.63M - $1.66M
|
138K
$4.24M
|