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 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
818+ 6.26% |
$25K - $25.1K
|
13.9K
$428K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
806+ 1.26% |
$24.6K - $24.8K
|
64.9K
$2M
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
799+ 4.74% |
$24.4K - $24.6K
|
17.6K
$544K
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
651+ 0.97% |
$19.9K - $20K
|
67.9K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
637+ 0.45% |
$19.4K - $19.6K
|
142K
$4.37M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
575+ 0.59% |
$17.5K - $17.7K
|
98.5K
$3.04M
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
558+ 0.92% |
$17K - $17.1K
|
61.3K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
543+ 2.67% |
$16.6K - $16.7K
|
20.9K
$643K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
527+ 0.26% |
$16.1K - $16.2K
|
201K
$6.19M
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
416+ 3.05% |
$12.7K - $12.8K
|
14.1K
$434K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
363+ 1.73% |
$11.1K - $11.2K
|
21.3K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
360New |
$11K - $11.1K
|
360
$11.1K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
322+ 0.68% |
$9.82K - $9.9K
|
47.6K
$1.47M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
240New |
$7.32K - $7.38K
|
240
$7.4K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
185+ 0.52% |
$5.64K - $5.69K
|
35.6K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
182+ 0.18% |
$5.55K - $5.59K
|
101K
$3.13M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
181+ 0.52% |
$5.52K - $5.56K
|
34.8K
$1.07M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
133+ 831.25% |
$4.06K - $4.09K
|
149
$4.6K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
131+ 1.46% |
$4K - $4.03K
|
9.1K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
122+ 1.14% |
$3.72K - $3.75K
|
10.8K
$334K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120+ 39.22% |
$3.66K - $3.69K
|
426
$13.1K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
83+ 1.08% |
$2.53K - $2.55K
|
7.75K
$239K
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
81+ 0.41% |
$2.47K - $2.49K
|
20.1K
$619K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75+ 1.1% |
$2.29K - $2.3K
|
6.91K
$213K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
67+ 0.76% |
$2.04K - $2.06K
|
8.86K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
27+ 0.99% |
$824 - $830
|
2.77K
$85.4K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.17% |
$580 - $584
|
11.5K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16+ 0.14% |
$488 - $492
|
11.2K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.63% |
$336 - $338
|
1.75K
$54.1K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 1.45% |
$305 - $307
|
699
$21.6K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 1.41% |
$153 - $154
|
359
$11.1K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.19% |
$91.5 - $92.2
|
255
$7.87K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.02% |
$61 - $61.5
|
9.91K
$306K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.95% |
$30.5 - $30.7
|
106
$3.27K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 32.26% |
$305 - $307
|
21
$648
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50- 3.65% |
$1.53K - $1.54K
|
1.32K
$40.8K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-65- 0.26% |
$1.98K - $2K
|
24.5K
$756K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-84- 0.78% |
$2.56K - $2.58K
|
10.7K
$331K
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-100- 0.35% |
$3.05K - $3.07K
|
28.2K
$871K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-119- 40.48% |
$3.63K - $3.66K
|
175
$5.4K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-123- 0.75% |
$3.75K - $3.78K
|
16.3K
$504K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-132- 4.19% |
$4.03K - $4.06K
|
3.02K
$93.1K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-137- 81.07% |
$4.18K - $4.21K
|
32
$987
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-137- 81.07% |
$4.18K - $4.21K
|
32
$987
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-180- 1.34% |
$5.49K - $5.53K
|
13.3K
$410K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-183- 0.7% |
$5.58K - $5.62K
|
25.9K
$800K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-267- 27.53% |
$8.15K - $8.2K
|
703
$21.7K
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-302- 0.06% |
$9.21K - $9.28K
|
483K
$14.9M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-321- 2.22% |
$9.79K - $9.86K
|
14.2K
$437K
|