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 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
1.34K+ 2.95% |
$40.9K - $41K
|
46.7K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.3K+ 5.25% |
$39.7K - $39.8K
|
26K
$799K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.23K+ 0.56% |
$37.7K - $37.8K
|
222K
$6.82M
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.2K+ 3.26% |
$36.7K - $36.8K
|
38K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.12K+ 6.51% |
$34.4K - $34.5K
|
18.4K
$565K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.08K+ 8.3% |
$33.1K - $33.1K
|
14.1K
$433K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.07K+ 0.3% |
$32.6K - $32.7K
|
361K
$11.1M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.06KNew |
$32.4K - $32.4K
|
1.06K
$32.5K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.04K+ 1.15% |
$31.9K - $32K
|
91.6K
$2.82M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.04K+ 3154.55% |
$31.9K - $31.9K
|
1.07K
$33K
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.02K+ 6.88% |
$31.1K - $31.2K
|
15.8K
$486K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
892+ 9.42% |
$27.3K - $27.3K
|
10.4K
$319K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
878New |
$26.9K - $26.9K
|
878
$27K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
663+ 9.27% |
$20.3K - $20.3K
|
7.81K
$240K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
618New |
$18.9K - $18.9K
|
618
$19K
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
611+ 0.57% |
$18.7K - $18.7K
|
108K
$3.31M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
600+ 0.67% |
$18.4K - $18.4K
|
90.4K
$2.78M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
414+ 1.77% |
$12.7K - $12.7K
|
23.8K
$732K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
322+ 5.13% |
$9.86K - $9.87K
|
6.6K
$203K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
169New |
$5.17K - $5.18K
|
169
$5.2K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
166+ 2.57% |
$5.08K - $5.09K
|
6.63K
$204K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
161+ 0.99% |
$4.93K - $4.94K
|
16.5K
$506K
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
151+ 11.93% |
$4.62K - $4.63K
|
1.42K
$43.6K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
150New |
$4.59K - $4.6K
|
150
$4.61K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
145+ 4.24% |
$4.44K - $4.45K
|
3.56K
$109K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
142+ 36.13% |
$4.35K - $4.35K
|
535
$16.4K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
87+ 2.75% |
$2.66K - $2.67K
|
3.25K
$100K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 0.28% |
$1.29K - $1.29K
|
14.9K
$459K
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.09% |
$827 - $828
|
29.3K
$902K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.05% |
$184 - $184
|
11.1K
$341K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.29% |
$91.9 - $92
|
1.04K
$32K
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.04% |
$91.9 - $92
|
8K
$246K
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$61.2 - $61.3
|
21.6K
$665K
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.0% |
$30.6 - $30.7
|
25.7K
$791K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.04% |
$153 - $153
|
11.1K
$342K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10Closed |
$306 - $307
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 3.73% |
$367 - $368
|
310
$9.53K
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 14.93% |
$1.53K - $1.53K
|
285
$8.76K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 0.22% |
$2.88K - $2.88K
|
43.4K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-98- 0.04% |
$3K - $3K
|
271K
$8.34M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110Closed |
$3.37K - $3.37K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-121- 1.53% |
$3.71K - $3.71K
|
7.77K
$239K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 2.39% |
$4.59K - $4.6K
|
6.12K
$188K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-198- 0.62% |
$6.06K - $6.07K
|
31.5K
$969K
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-200- 0.47% |
$6.12K - $6.13K
|
42.2K
$1.3M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-200- 0.69% |
$6.12K - $6.13K
|
28.7K
$881K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 2.19% |
$8.24K - $8.25K
|
12K
$370K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-275Closed |
$8.42K - $8.43K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-317- 2.03% |
$9.71K - $9.72K
|
15.3K
$470K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-330- 0.59% |
$10.1K - $10.1K
|
55.6K
$1.71M
|