Purchases and Sales Made in Q3 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2023. 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 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.4K+ 0.57% |
$346K - $349K
|
2M
$61.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 7.95% |
$323K - $325K
|
144K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$320K - $322K
|
10.5K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 29.23% |
$311K - $313K
|
45.1K
$1.39M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.1KNew |
$309K - $311K
|
10.1K
$311K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.1K+ 3.06% |
$307K - $309K
|
339K
$10.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.59KNew |
$292K - $295K
|
9.59K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.47K+ 5.61% |
$289K - $291K
|
178K
$5.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.03K+ 5.79% |
$275K - $277K
|
165K
$5.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
8.8K+ 7.91% |
$268K - $270K
|
120K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.57KNew |
$262K - $263K
|
8.57K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.29K+ 18.16% |
$253K - $255K
|
54K
$1.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
8.28K+ 19.63% |
$253K - $254K
|
50.5K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.52KNew |
$229K - $231K
|
7.52K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.47KNew |
$228K - $230K
|
7.47K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.37K+ 25.0% |
$225K - $226K
|
36.8K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.83KNew |
$208K - $210K
|
6.83K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
6.79K+ 7.69% |
$207K - $209K
|
95K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.82K+ 1.59% |
$178K - $179K
|
372K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.44K+ 41.25% |
$166K - $167K
|
18.6K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
5.21K+ 5.23% |
$159K - $160K
|
105K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.93K+ 6.81% |
$150K - $151K
|
77.3K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.45K+ 39.07% |
$136K - $137K
|
15.9K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.3K+ 17.08% |
$131K - $132K
|
29.5K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.3K+ 2.2% |
$131K - $132K
|
200K
$6.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4KNew |
$122K - $123K
|
4K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 20.86% |
$122K - $123K
|
23.1K
$711K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.67K+ 3.53% |
$112K - $113K
|
107K
$3.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.65K+ 4.62% |
$111K - $112K
|
82.6K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.17K+ 1.47% |
$96.8K - $97.5K
|
220K
$6.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.03K+ 1968.18% |
$92.5K - $93.1K
|
3.19K
$97.9K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.03K+ 5.77% |
$92.4K - $93K
|
55.5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.92KNew |
$89K - $89.6K
|
2.92K
$89.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.82K+ 0.5% |
$85.9K - $86.6K
|
568K
$17.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 1.1% |
$84.9K - $85.5K
|
255K
$7.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.63K+ 4.9% |
$80.3K - $80.9K
|
56.4K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.41K+ 3.02% |
$73.4K - $73.9K
|
82.2K
$2.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.05K+ 26.39% |
$62.5K - $63K
|
9.82K
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.82KNew |
$55.6K - $56K
|
1.82K
$56K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 4.08% |
$51.7K - $52K
|
43.2K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
1.66K+ 2.08% |
$50.6K - $51K
|
81.5K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.52K+ 0.98% |
$46.2K - $46.6K
|
157K
$4.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
1.4K+ 1.89% |
$42.8K - $43.1K
|
75.5K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.29K+ 11.19% |
$39.4K - $39.7K
|
12.8K
$395K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.24K+ 12.71% |
$37.7K - $38K
|
11K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.12KNew |
$34.2K - $34.4K
|
1.12K
$34.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05K+ 6.26% |
$32.1K - $32.3K
|
17.8K
$548K
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
989+ 2.56% |
$30.2K - $30.4K
|
39.6K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
950+ 2.07% |
$29K - $29.2K
|
46.9K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
819+ 8.35% |
$25K - $25.2K
|
10.6K
$327K
|