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 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.35K+ 11.01% |
$41.2K - $41.6K
|
13.6K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 66.56% |
$37.5K - $37.9K
|
3.07K
$94.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.21K+ 5.72% |
$36.9K - $37.3K
|
22.3K
$685K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$34.1K - $34.4K
|
1.12K
$34.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
910+ 8.42% |
$27.8K - $28.1K
|
11.7K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
869+ 4.72% |
$26.5K - $26.8K
|
19.3K
$591K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
853+ 3.53% |
$26.1K - $26.3K
|
25K
$768K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
720+ 128.34% |
$22K - $22.2K
|
1.28K
$39.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
690+ 32.11% |
$21.1K - $21.3K
|
2.84K
$87.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
531+ 3.51% |
$16.2K - $16.4K
|
15.7K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
531+ 4.98% |
$16.2K - $16.4K
|
11.2K
$344K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
487New |
$14.9K - $15K
|
487
$14.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
370New |
$11.3K - $11.4K
|
370
$11.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
276New |
$8.43K - $8.51K
|
276
$8.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
261New |
$7.97K - $8.05K
|
261
$8.01K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
261New |
$7.97K - $8.05K
|
261
$8.01K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
257+ 0.93% |
$7.85K - $7.93K
|
27.9K
$858K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
246+ 1.84% |
$7.52K - $7.59K
|
13.6K
$418K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
143+ 1.5% |
$4.37K - $4.41K
|
9.66K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
133+ 15.87% |
$4.06K - $4.1K
|
971
$29.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
131+ 83.97% |
$4K - $4.04K
|
287
$8.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
115+ 41.22% |
$3.51K - $3.55K
|
394
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
114+ 0.29% |
$3.48K - $3.52K
|
39.4K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
104+ 452.17% |
$3.18K - $3.21K
|
127
$3.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
99New |
$3.02K - $3.05K
|
99
$3.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
97+ 1.45% |
$2.96K - $2.99K
|
6.79K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
89+ 0.42% |
$2.72K - $2.75K
|
21.4K
$655K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
87+ 0.79% |
$2.66K - $2.68K
|
11.1K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
80+ 0.78% |
$2.44K - $2.47K
|
10.3K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
78+ 1.68% |
$2.38K - $2.41K
|
4.73K
$145K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.4% |
$1.86K - $1.88K
|
15.4K
$471K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
60+ 1.88% |
$1.83K - $1.85K
|
3.25K
$99.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.4% |
$1.56K - $1.57K
|
3.7K
$114K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18+ 0.15% |
$550 - $555
|
12.4K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.67% |
$367 - $370
|
1.8K
$55.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.05% |
$214 - $216
|
14K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$214 - $216
|
3.27K
$100K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
3+ 0.01% |
$91.7 - $92.6
|
26.9K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.01% |
$61.1 - $61.7
|
15.2K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.8% |
$61.1 - $61.7
|
113
$3.47K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.16% |
$30.6 - $30.9
|
633
$19.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-20- 0.11% |
$611 - $617
|
17.5K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-23- 1.77% |
$703 - $710
|
1.28K
$39.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-33- 0.4% |
$1.01K - $1.02K
|
8.31K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-51- 0.12% |
$1.56K - $1.57K
|
41.3K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-110- 1.09% |
$3.36K - $3.39K
|
10K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-135- 0.76% |
$4.12K - $4.16K
|
17.7K
$542K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-212- 1.55% |
$6.48K - $6.54K
|
13.5K
$414K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-319- 21.5% |
$9.75K - $9.84K
|
1.17K
$35.8K
|