Purchases and Sales Made in Q3 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2024. 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, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
731K+ 40.81% |
$22.3M - $22.5M
|
2.52M
$77.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
549K+ 56.5% |
$16.8M - $16.9M
|
1.52M
$46.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
427K+ 22.93% |
$13M - $13.2M
|
2.29M
$70.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
383K+ 12.72% |
$11.7M - $11.8M
|
3.39M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
341K+ 42.24% |
$10.4M - $10.5M
|
1.15M
$35.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
BUY
|
- |
244K+ 60.3% |
$7.45M - $7.52M
|
648K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
198KNew |
$6.04M - $6.1M
|
198K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192K+ 13.51% |
$5.86M - $5.92M
|
1.61M
$49.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
177K+ 16536.04% |
$5.41M - $5.46M
|
178K
$5.47M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
157K+ 11.71% |
$4.81M - $4.85M
|
1.5M
$46M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
111K+ 3663.33% |
$3.39M - $3.42M
|
114K
$3.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
92.5K+ 18.66% |
$2.83M - $2.86M
|
588K
$18.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.6K+ 65.12% |
$2.71M - $2.73M
|
225K
$6.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
83.7K+ 111.67% |
$2.56M - $2.58M
|
159K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.3K+ 11.61% |
$2.42M - $2.45M
|
762K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
77.1K+ 40.13% |
$2.36M - $2.38M
|
269K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.4KNew |
$2.03M - $2.05M
|
66.4K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
64.3K+ 63.41% |
$1.96M - $1.98M
|
166K
$5.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
60.8K+ 6.89% |
$1.86M - $1.88M
|
943K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.8K+ 15.74% |
$1.49M - $1.51M
|
359K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.7K+ 131.26% |
$1.43M - $1.44M
|
82.3K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
39.3K+ 6.26% |
$1.2M - $1.21M
|
667K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33KNew |
$1.01M - $1.02M
|
33K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.8K+ 4.33% |
$1M - $1.01M
|
791K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.2KNew |
$954K - $964K
|
31.2K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 205.07% |
$838K - $846K
|
40.8K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
27KNew |
$826K - $834K
|
27K
$830K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.1K+ 43.26% |
$735K - $742K
|
79.7K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
24K+ 67.47% |
$734K - $741K
|
59.6K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
22.7KNew |
$694K - $700K
|
22.7K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 76.09% |
$684K - $691K
|
51.8K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 55.9% |
$667K - $674K
|
60.9K
$1.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.5K+ 3.44% |
$657K - $663K
|
647K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.6KNew |
$598K - $603K
|
19.6K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 65.21% |
$518K - $523K
|
43K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
16.6K+ 32.31% |
$507K - $512K
|
67.9K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16KNew |
$488K - $492K
|
16K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
15.3K+ 6.95% |
$467K - $471K
|
235K
$7.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.3K+ 0.88% |
$437K - $441K
|
1.64M
$50.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
14.2K+ 107.99% |
$434K - $438K
|
27.3K
$839K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 4.97% |
$425K - $429K
|
294K
$9.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.8K+ 66.62% |
$423K - $427K
|
34.6K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13K+ 17.75% |
$396K - $400K
|
86K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 5.18% |
$390K - $394K
|
259K
$7.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12.5K+ 30.0% |
$381K - $384K
|
54K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
11.8K+ 3.04% |
$359K - $363K
|
398K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
10.8K+ 7.71% |
$331K - $334K
|
151K
$4.65M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.4K+ 5.29% |
$319K - $322K
|
208K
$6.38M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
10.2K+ 16.66% |
$312K - $315K
|
71.5K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2K+ 34.77% |
$312K - $315K
|
39.6K
$1.21M
|