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
|
Retirement Group, LLC
|
SELL
|
- |
-2.37K- 64.9% |
$71.3K - $72.1K
|
1.28K
$39.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.55K- 16.82% |
$76.9K - $77.7K
|
12.6K
$388K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.7K- 10.54% |
$81.1K - $82K
|
22.9K
$702K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.78K- 17.87% |
$83.6K - $84.6K
|
12.8K
$392K
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.95K- 2.97% |
$88.8K - $89.8K
|
96.5K
$2.96M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.02KClosed |
$91.1K - $92.1K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-3.14K- 26.13% |
$94.5K - $95.5K
|
8.87K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.2K- 9.13% |
$96.2K - $97.3K
|
31.8K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.33K- 7.55% |
$100K - $101K
|
40.8K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.35K- 5.49% |
$101K - $102K
|
57.7K
$1.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.43K- 2.57% |
$103K - $105K
|
130K
$4M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.53K- 17.28% |
$106K - $107K
|
16.9K
$518K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-3.58K- 4.03% |
$108K - $109K
|
85K
$2.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.87K- 2.34% |
$117K - $118K
|
162K
$4.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-4.44K- 6.14% |
$134K - $135K
|
67.9K
$2.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-4.48K- 3.94% |
$135K - $136K
|
109K
$3.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.49K- 21.92% |
$135K - $137K
|
16K
$491K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-4.68K- 7.12% |
$141K - $142K
|
61.1K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.79K- 28.81% |
$144K - $146K
|
11.8K
$363K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-7K- 32.26% |
$211K - $213K
|
14.7K
$451K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-7.53K- 2.57% |
$227K - $229K
|
285K
$8.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.93K- 40.02% |
$239K - $241K
|
11.9K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.01K- 7.21% |
$241K - $244K
|
103K
$3.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-8.07K- 4.43% |
$243K - $246K
|
174K
$5.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-8.27K- 5.1% |
$249K - $252K
|
154K
$4.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8.28K- 51.45% |
$249K - $252K
|
7.81K
$240K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-8.73K- 1.68% |
$263K - $266K
|
512K
$15.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-10.3K- 4.16% |
$311K - $314K
|
238K
$7.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 44.87% |
$317K - $320K
|
12.9K
$397K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.9K- 31.11% |
$329K - $333K
|
24.2K
$744K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 4.66% |
$333K - $337K
|
226K
$6.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-11.5K- 80.1% |
$345K - $349K
|
2.85K
$87.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-13.4K- 5.28% |
$403K - $407K
|
240K
$7.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-13.5K- 5.93% |
$407K - $412K
|
215K
$6.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.3K- 8.7% |
$430K - $435K
|
150K
$4.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.9K- 2.76% |
$477K - $482K
|
558K
$17.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-16K- 7.57% |
$481K - $486K
|
195K
$5.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16K- 0.73% |
$482K - $487K
|
2.18M
$66.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-17.1K- 14.24% |
$516K - $522K
|
103K
$3.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-19.1K- 35.54% |
$575K - $581K
|
34.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-19.6K- 72.32% |
$590K - $597K
|
7.5K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.3K- 75.7% |
$641K - $648K
|
6.84K
$210K
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-23.8K- 14.74% |
$718K - $726K
|
138K
$4.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-23.9K- 33.18% |
$719K - $727K
|
48.1K
$1.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-26.3K- 12.14% |
$791K - $800K
|
190K
$5.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-28.5K- 7.94% |
$857K - $866K
|
330K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-29K- 7.18% |
$872K - $882K
|
374K
$11.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30.5K- 9.5% |
$917K - $927K
|
290K
$8.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-35.7K- 9.05% |
$1.07M - $1.09M
|
358K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.1K- 83.44% |
$1.27M - $1.28M
|
8.36K
$257K
|