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 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.62K- 1.29% |
$110K - $111K
|
276K
$8.48M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.65K- 16.96% |
$111K - $112K
|
17.9K
$549K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.86K- 14.25% |
$118K - $119K
|
23.3K
$715K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-4K- 4.83% |
$122K - $123K
|
78.9K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 15.1% |
$143K - $144K
|
26.3K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.79K- 17.76% |
$146K - $147K
|
22.2K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.12K- 21.3% |
$156K - $157K
|
18.9K
$582K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.88K- 41.9% |
$179K - $181K
|
8.16K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-5.94K- 2.91% |
$181K - $183K
|
198K
$6.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-6.75K- 21.97% |
$206K - $207K
|
24K
$737K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-7.07K- 42.99% |
$216K - $217K
|
9.37K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-7.34K- 4.66% |
$224K - $225K
|
150K
$4.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.69K- 8.67% |
$235K - $236K
|
81K
$2.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.84K- 5.6% |
$239K - $241K
|
132K
$4.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.06K- 77.49% |
$246K - $248K
|
2.34K
$72K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.34K- 50.14% |
$285K - $287K
|
9.28K
$285K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10K- 41.1% |
$306K - $308K
|
14.4K
$442K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 37.4% |
$310K - $312K
|
17K
$523K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.6KClosed |
$325K - $327K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 7.11% |
$352K - $355K
|
151K
$4.63M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-13.4K- 2.22% |
$408K - $411K
|
589K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-13.7K- 11.28% |
$417K - $420K
|
108K
$3.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 93.05% |
$428K - $431K
|
1.05K
$32.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14.2K- 6.28% |
$432K - $435K
|
211K
$6.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-14.6K- 58.75% |
$447K - $450K
|
10.3K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.8K- 31.02% |
$481K - $485K
|
35.1K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-17.2K- 51.49% |
$525K - $529K
|
16.2K
$498K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17.5K- 36.79% |
$535K - $538K
|
30.1K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.7K- 17.03% |
$541K - $544K
|
86.3K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-18K- 6.6% |
$549K - $553K
|
255K
$7.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-19.3K- 32.08% |
$590K - $594K
|
40.9K
$1.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.9K- 9.25% |
$608K - $613K
|
196K
$6.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.4K- 7.0% |
$622K - $627K
|
271K
$8.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-21.5K- 2.54% |
$656K - $661K
|
825K
$25.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-22.7K- 8.38% |
$693K - $698K
|
248K
$7.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-24.8K- 62.22% |
$755K - $761K
|
15K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.8K- 6.17% |
$757K - $762K
|
377K
$11.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-34.5K- 64.12% |
$1.05M - $1.06M
|
19.3K
$593K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-35.1K- 3.25% |
$1.07M - $1.08M
|
1.04M
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.4K- 15.08% |
$1.08M - $1.09M
|
199K
$6.12M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.9K- 2.18% |
$1.22M - $1.23M
|
1.79M
$55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41.5K- 17.8% |
$1.27M - $1.27M
|
192K
$5.89M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-45.6K- 28.85% |
$1.39M - $1.4M
|
112K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-47.6K- 24.49% |
$1.45M - $1.46M
|
147K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-47.7K- 10.66% |
$1.45M - $1.47M
|
400K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.3K- 37.51% |
$1.66M - $1.67M
|
90.5K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-56.5K- 15.88% |
$1.72M - $1.74M
|
299K
$9.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-59.8K- 2.61% |
$1.82M - $1.84M
|
2.23M
$68.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-64K- 5.67% |
$1.95M - $1.97M
|
1.07M
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-65.8K- 87.66% |
$2.01M - $2.02M
|
9.27K
$285K
|