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
|
Windham Capital Management, LLC
|
SELL
|
- |
-338- 2.5% |
$10.3K - $10.4K
|
13.2K
$407K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-400- 2.55% |
$12.2K - $12.3K
|
15.3K
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-407- 59.5% |
$12.4K - $12.5K
|
277
$8.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-460- 2.83% |
$14K - $14.1K
|
15.8K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-474- 3.39% |
$14.5K - $14.6K
|
13.5K
$417K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 2.93% |
$15.3K - $15.4K
|
16.6K
$510K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-501- 8.94% |
$15.3K - $15.4K
|
5.1K
$157K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-510- 3.73% |
$15.6K - $15.7K
|
13.2K
$405K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-523- 5.14% |
$16K - $16.1K
|
9.65K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-577- 1.79% |
$17.6K - $17.7K
|
31.6K
$974K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-700- 5.53% |
$21.4K - $21.5K
|
12K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-790- 4.89% |
$24.1K - $24.3K
|
15.4K
$474K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-864- 0.53% |
$26.4K - $26.6K
|
161K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-952- 1.8% |
$29K - $29.3K
|
51.8K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-983- 11.73% |
$30K - $30.2K
|
7.4K
$228K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1K- 5.24% |
$30.5K - $30.7K
|
18.1K
$557K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.07K- 2.55% |
$32.7K - $32.9K
|
41K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.21K- 12.12% |
$36.8K - $37.1K
|
8.75K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.23K- 82.43% |
$37.6K - $37.9K
|
263
$8.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.24K- 41.73% |
$37.9K - $38.2K
|
1.73K
$53.4K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.28K- 0.54% |
$39.2K - $39.5K
|
237K
$7.3M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.28K- 47.42% |
$39.2K - $39.5K
|
1.42K
$43.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.31K- 40.06% |
$39.8K - $40.1K
|
1.95K
$60.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.35K- 1.11% |
$41.2K - $41.5K
|
120K
$3.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.42K- 13.28% |
$43.3K - $43.6K
|
9.27K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.49K- 2.94% |
$45.5K - $45.8K
|
49.2K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-1.56K- 1.82% |
$47.4K - $47.8K
|
83.9K
$2.59M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.57K- 15.68% |
$48K - $48.4K
|
8.47K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.26% |
$49.1K - $49.4K
|
69.5K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.73K- 9.46% |
$52.9K - $53.3K
|
16.6K
$511K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.75K- 0.65% |
$53.2K - $53.6K
|
267K
$8.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.88K- 16.7% |
$57.2K - $57.6K
|
9.36K
$288K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2K- 8.21% |
$61K - $61.5K
|
22.3K
$689K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.07K- 10.35% |
$63.2K - $63.6K
|
17.9K
$553K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.19K- 5.14% |
$66.7K - $67.1K
|
40.3K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.21K- 12.07% |
$67.3K - $67.8K
|
16.1K
$496K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.36K- 6.52% |
$71.9K - $72.5K
|
33.8K
$1.04M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.46K- 5.69% |
$74.9K - $75.4K
|
40.7K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.51K- 21.2% |
$76.5K - $77.1K
|
9.33K
$287K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.52K- 20.71% |
$76.8K - $77.3K
|
9.63K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 2.77% |
$76.9K - $77.4K
|
88.3K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.52K- 0.86% |
$76.9K - $77.4K
|
290K
$8.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.53K- 46.87% |
$77.2K - $77.8K
|
2.87K
$88.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.6K- 2.12% |
$79.3K - $79.9K
|
120K
$3.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.65K- 9.76% |
$80.8K - $81.4K
|
24.5K
$755K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.72K- 1.09% |
$83K - $83.6K
|
246K
$7.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-2.82K- 10.13% |
$86.1K - $86.8K
|
25K
$772K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 10.49% |
$91.5K - $92.2K
|
25.6K
$789K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.16K- 3.41% |
$96.5K - $97.2K
|
89.7K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.54K- 99.38% |
$108K - $109K
|
22
$678
|