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 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-405- 0.27% |
$12.4K - $12.5K
|
149K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-422- 1.33% |
$12.9K - $13K
|
31.2K
$958K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-441- 1.3% |
$13.5K - $13.6K
|
33.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-447- 3.74% |
$13.7K - $13.8K
|
11.5K
$353K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-518- 28.89% |
$15.8K - $16K
|
1.28K
$39.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-636- 3.93% |
$19.4K - $19.6K
|
15.5K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-677- 6.79% |
$20.7K - $20.9K
|
9.29K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-799- 9.33% |
$24.4K - $24.6K
|
7.76K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-895- 2.23% |
$27.3K - $27.6K
|
39.3K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-923- 2.76% |
$28.2K - $28.5K
|
32.5K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.09K- 22.1% |
$33.1K - $33.5K
|
3.83K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.09K- 3.6% |
$33.4K - $33.7K
|
29.3K
$898K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 5.87% |
$34.5K - $34.8K
|
18.1K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19K- 0.26% |
$36.3K - $36.6K
|
461K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.26K- 2.6% |
$38.4K - $38.8K
|
47.2K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.26K- 1.28% |
$38.5K - $38.9K
|
96.8K
$2.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.35K- 46.96% |
$41.3K - $41.7K
|
1.53K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.41K- 2.12% |
$43K - $43.4K
|
64.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.51K- 11.62% |
$46K - $46.4K
|
11.4K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.51K- 16.07% |
$46.2K - $46.6K
|
7.9K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.51K- 98.44% |
$46.2K - $46.7K
|
24
$737
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.74K- 6.25% |
$53.1K - $53.6K
|
26.1K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.85K- 0.32% |
$56.6K - $57.2K
|
587K
$18M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.89K- 1.49% |
$57.7K - $58.3K
|
125K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 12.2% |
$61.1K - $61.7K
|
14.4K
$442K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.38K- 5.3% |
$72.8K - $73.5K
|
42.6K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 95.89% |
$79.2K - $80K
|
111
$3.41K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.78K- 15.3% |
$84.8K - $85.6K
|
15.4K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.05K- 8.38% |
$93.2K - $94.2K
|
33.4K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.07K- 2.36% |
$93.8K - $94.8K
|
127K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.45K- 2.79% |
$105K - $106K
|
120K
$3.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.53K- 10.82% |
$108K - $109K
|
29.1K
$893K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.86K- 29.47% |
$118K - $119K
|
9.23K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.86K- 1.78% |
$118K - $119K
|
214K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.05K- 2.26% |
$124K - $125K
|
175K
$5.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.14K- 38.65% |
$127K - $128K
|
6.58K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.27K- 2.33% |
$130K - $132K
|
179K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.54K- 6.86% |
$139K - $140K
|
61.6K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-4.6K- 6.52% |
$140K - $142K
|
65.9K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.67K- 97.29% |
$143K - $144K
|
130
$3.99K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-5.6K- 44.61% |
$171K - $173K
|
6.96K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.77K- 2.35% |
$207K - $209K
|
281K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-7.71K- 2.08% |
$235K - $238K
|
363K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.79K- 0.93% |
$238K - $240K
|
831K
$25.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-8.02K- 22.56% |
$245K - $247K
|
27.5K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.17K- 8.86% |
$250K - $252K
|
84K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.9K- 4.23% |
$272K - $274K
|
202K
$6.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-9.5K- 2.36% |
$290K - $293K
|
393K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.74K- 13.55% |
$298K - $301K
|
62.2K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.89K- 62.4% |
$302K - $305K
|
5.96K
$183K
|