Purchases and Sales Made in Q3 2021 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06MNew |
$93.6M - $93.8M
|
3.06M
$94M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
620KNew |
$19M - $19M
|
620K
$19.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
377K+ 588.07% |
$11.5M - $11.5M
|
441K
$13.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
356K+ 174.9% |
$10.9M - $10.9M
|
559K
$17.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
341KNew |
$10.4M - $10.5M
|
341K
$10.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
338KNew |
$10.3M - $10.4M
|
338K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
294KNew |
$9.01M - $9.02M
|
294K
$9.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
194K+ 23.16% |
$5.95M - $5.96M
|
1.03M
$31.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
187K+ 6.12% |
$5.73M - $5.74M
|
3.25M
$99.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 13.79% |
$3.71M - $3.72M
|
1M
$30.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
115K+ 69.86% |
$3.54M - $3.54M
|
281K
$8.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
112K+ 243.06% |
$3.42M - $3.43M
|
158K
$4.85M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.6K+ 35.55% |
$3.05M - $3.05M
|
380K
$11.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
84.5KNew |
$2.59M - $2.59M
|
84.5K
$2.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
80.5K+ 25.76% |
$2.46M - $2.47M
|
393K
$12.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
76.6K+ 89.58% |
$2.35M - $2.35M
|
162K
$4.98M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75.8K+ 74.99% |
$2.32M - $2.32M
|
177K
$5.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
73.8K+ 63.26% |
$2.26M - $2.26M
|
190K
$5.85M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58.2K+ 22.94% |
$1.78M - $1.78M
|
312K
$9.58M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.7KNew |
$1.77M - $1.77M
|
57.7K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
57.1K+ 2.6% |
$1.75M - $1.75M
|
2.26M
$69.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
54.4K+ 3327.72% |
$1.66M - $1.67M
|
56K
$1.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
52.6KNew |
$1.61M - $1.61M
|
52.6K
$1.62M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
49.8K+ 1.1% |
$1.52M - $1.53M
|
4.57M
$140M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
48.2K+ 24.3% |
$1.48M - $1.48M
|
246K
$7.57M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
45.3K+ 43.43% |
$1.39M - $1.39M
|
150K
$4.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
44.3KNew |
$1.36M - $1.36M
|
44.3K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
43.9K+ 234.37% |
$1.35M - $1.35M
|
62.7K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.8K+ 43.82% |
$1.31M - $1.31M
|
141K
$4.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
41.4K+ 2.05% |
$1.27M - $1.27M
|
2.06M
$63.3M
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
38K+ 5.11% |
$1.16M - $1.17M
|
781K
$24M
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
33.7K+ 12.5% |
$1.03M - $1.03M
|
304K
$9.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
32.1KNew |
$984K - $985K
|
32.1K
$988K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
30.5K+ 29.08% |
$933K - $934K
|
135K
$4.16M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
30.3K+ 270.06% |
$927K - $928K
|
41.5K
$1.28M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
29.7K+ 4.68% |
$910K - $911K
|
665K
$20.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
29.1K+ 4.79% |
$890K - $891K
|
636K
$19.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28.3K+ 6.61% |
$866K - $867K
|
456K
$14M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.9K+ 7.38% |
$823K - $824K
|
391K
$12M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
26.8K+ 9.99% |
$821K - $822K
|
295K
$9.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
26.1K+ 3.01% |
$799K - $800K
|
894K
$27.5M
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
26K+ 16.23% |
$796K - $797K
|
186K
$5.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
25.7K+ 26.87% |
$788K - $789K
|
121K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 9.22% |
$771K - $772K
|
298K
$9.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
24.3K+ 4.68% |
$746K - $746K
|
545K
$16.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
24.1K+ 122.11% |
$737K - $738K
|
43.8K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.5K+ 242.51% |
$629K - $630K
|
29K
$892K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.9K+ 16.12% |
$548K - $549K
|
129K
$3.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
17.6KNew |
$538K - $539K
|
17.6K
$540K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17.3KNew |
$531K - $531K
|
17.3K
$533K
|