Purchases and Sales Made in Q3 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2022. 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 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09M+ 26.67% |
$32.9M - $33.2M
|
5.19M
$159M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
719K+ 276.18% |
$21.6M - $21.9M
|
979K
$30M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
577K+ 53.39% |
$17.4M - $17.6M
|
1.66M
$50.9M
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
BUY
|
- |
522K+ 46.04% |
$15.7M - $15.9M
|
1.65M
$50.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
418K+ 28.6% |
$12.6M - $12.7M
|
1.88M
$57.7M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
289K+ 33.65% |
$8.69M - $8.79M
|
1.15M
$35.2M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
279KNew |
$8.4M - $8.5M
|
279K
$8.57M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
262K+ 37.54% |
$7.9M - $7.99M
|
962K
$29.5M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
254KNew |
$7.64M - $7.72M
|
254K
$7.78M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176K+ 274.85% |
$5.3M - $5.36M
|
240K
$7.37M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
176KNew |
$5.29M - $5.34M
|
176K
$5.39M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
158KNew |
$4.77M - $4.82M
|
158K
$4.86M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
157K+ 9.27% |
$4.73M - $4.78M
|
1.85M
$56.8M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
132K+ 81.34% |
$3.98M - $4.02M
|
294K
$9.03M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
125K+ 263.57% |
$3.75M - $3.8M
|
172K
$5.28M
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
122K+ 43.48% |
$3.67M - $3.71M
|
402K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.4K+ 313.47% |
$2.99M - $3.03M
|
131K
$4.02M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
97.5K+ 140.82% |
$2.94M - $2.97M
|
167K
$5.12M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
95K+ 266.04% |
$2.86M - $2.89M
|
131K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
90.6KNew |
$2.73M - $2.76M
|
90.6K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.4K+ 58.44% |
$2.51M - $2.54M
|
226K
$6.94M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
80.2K+ 2.96% |
$2.42M - $2.44M
|
2.79M
$85.6M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
74.1K+ 15.17% |
$2.23M - $2.25M
|
562K
$17.3M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
67.7KNew |
$2.04M - $2.06M
|
67.7K
$2.08M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
58.5K+ 65.62% |
$1.76M - $1.78M
|
148K
$4.53M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.8K+ 27.69% |
$1.56M - $1.58M
|
239K
$7.33M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
51.7K+ 542.04% |
$1.56M - $1.57M
|
61.2K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
45.8K+ 12.81% |
$1.38M - $1.39M
|
403K
$12.4M
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
44.6K+ 13.97% |
$1.34M - $1.36M
|
364K
$11.2M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.3K+ 3.78% |
$1.12M - $1.13M
|
1.02M
$31.4M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37.1K+ 10.29% |
$1.12M - $1.13M
|
398K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.1K+ 65.11% |
$1.12M - $1.13M
|
94K
$2.89M
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
34.9K+ 9.55% |
$1.05M - $1.06M
|
400K
$12.3M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34.2K+ 35.05% |
$1.03M - $1.04M
|
132K
$4.05M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.2K+ 38.61% |
$940K - $951K
|
112K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
27.8K+ 4.2% |
$836K - $845K
|
689K
$21.1M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27K+ 40.89% |
$813K - $822K
|
93.1K
$2.86M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26.5K+ 6.9% |
$798K - $807K
|
411K
$12.6M
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
25.5K+ 26.56% |
$768K - $777K
|
122K
$3.73M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.4KNew |
$766K - $774K
|
25.4K
$780K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.7K+ 18.67% |
$743K - $751K
|
157K
$4.82M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.7K+ 94.6% |
$714K - $722K
|
48.8K
$1.5M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$661K - $668K
|
22K
$674K
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
21.7K+ 4.04% |
$653K - $661K
|
559K
$17.2M
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
21.4K+ 7.54% |
$645K - $652K
|
305K
$9.37M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.2K+ 2.75% |
$640K - $647K
|
794K
$24.4M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.6K+ 42.34% |
$620K - $627K
|
69.2K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
20.5KNew |
$617K - $624K
|
20.5K
$629K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
20K+ 66.76% |
$603K - $610K
|
50K
$1.54M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.7K+ 1342.32% |
$592K - $599K
|
21.1K
$648K
|