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 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-54.4K- 8.13% |
$1.65M - $1.68M
|
615K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-54.6K- 7.85% |
$1.65M - $1.68M
|
641K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-61.7K- 10.0% |
$1.87M - $1.9M
|
555K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-63.7K- 1.59% |
$1.93M - $1.96M
|
3.94M
$121M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-75.5K- 23.59% |
$2.29M - $2.33M
|
245K
$7.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82.4K- 61.48% |
$2.5M - $2.54M
|
51.6K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-85.5K- 11.08% |
$2.59M - $2.64M
|
686K
$21.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-136K- 36.05% |
$4.11M - $4.19M
|
241K
$7.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-150K- 36.67% |
$4.54M - $4.62M
|
259K
$7.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-169K- 9.29% |
$5.11M - $5.2M
|
1.65M
$50.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-207K- 95.48% |
$6.26M - $6.37M
|
9.77K
$301K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-227K- 10.59% |
$6.89M - $7.01M
|
1.92M
$59.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-296K- 95.92% |
$8.98M - $9.14M
|
12.6K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-304K- 19.1% |
$9.2M - $9.36M
|
1.29M
$39.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-380K- 50.99% |
$11.5M - $11.7M
|
365K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-421K- 36.96% |
$12.8M - $13M
|
718K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535K- 44.92% |
$16.2M - $16.5M
|
656K
$20.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.33M- 40.93% |
$70.4M - $71.7M
|
3.36M
$103M
|