Purchases and Sales Made in Q3 2025 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2025. 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, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.13M+ 654.26% |
$34.8M - $35M
|
1.31M
$40.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
835KNew |
$25.6M - $25.8M
|
835K
$25.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
731K+ 21.79% |
$22.5M - $22.6M
|
4.09M
$126M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282K+ 21.91% |
$8.66M - $8.7M
|
1.57M
$48.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262K+ 55.22% |
$8.03M - $8.07M
|
735K
$22.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 20.43% |
$6.99M - $7.03M
|
1.34M
$41.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
112KNew |
$3.45M - $3.46M
|
112K
$3.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
112KNew |
$3.43M - $3.44M
|
112K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
83.8K+ 7.5% |
$2.57M - $2.59M
|
1.2M
$37M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
76.2KNew |
$2.34M - $2.35M
|
76.2K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.9KNew |
$1.93M - $1.94M
|
62.9K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
52.7K+ 4.99% |
$1.62M - $1.63M
|
1.11M
$34.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
45.3K+ 18.41% |
$1.39M - $1.4M
|
291K
$8.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
40.2K+ 9.79% |
$1.23M - $1.24M
|
451K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
39.4K+ 3.76% |
$1.21M - $1.21M
|
1.09M
$33.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
38.3KNew |
$1.18M - $1.18M
|
38.3K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37K+ 112.28% |
$1.13M - $1.14M
|
69.9K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
36.8K+ 7.79% |
$1.13M - $1.14M
|
509K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
35K+ 3.86% |
$1.07M - $1.08M
|
942K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
31.9K+ 27.6% |
$981K - $986K
|
148K
$4.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
26.4K+ 38.7% |
$811K - $815K
|
94.6K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
25.7K+ 9.94% |
$789K - $793K
|
284K
$8.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24.1K+ 3.75% |
$739K - $743K
|
665K
$20.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
23.8K+ 3.58% |
$731K - $734K
|
688K
$21.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
22.8K+ 3.71% |
$701K - $704K
|
637K
$19.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.4KNew |
$657K - $661K
|
21.4K
$658K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20K+ 200.0% |
$614K - $617K
|
30K
$923K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19K+ 291.79% |
$583K - $586K
|
25.5K
$784K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.7K+ 14.81% |
$573K - $576K
|
145K
$4.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 4.02% |
$506K - $509K
|
426K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
16.1K+ 219.03% |
$496K - $498K
|
23.5K
$723K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.2K+ 5.62% |
$467K - $469K
|
286K
$8.78M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15K+ 39.56% |
$462K - $464K
|
53.1K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.1K+ 68.38% |
$402K - $404K
|
32.3K
$993K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12.9K+ 1.26% |
$398K - $400K
|
1.04M
$31.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
12.9K+ 3.91% |
$396K - $398K
|
342K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.9KNew |
$396K - $397K
|
12.9K
$396K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
12.7KNew |
$389K - $391K
|
12.7K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 9.09% |
$385K - $387K
|
150K
$4.63M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.9K+ 12.11% |
$334K - $335K
|
101K
$3.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.81K+ 114.29% |
$301K - $303K
|
18.4K
$566K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.14K+ 2.66% |
$281K - $282K
|
353K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.84K+ 170.59% |
$271K - $273K
|
14K
$431K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
8.53K+ 1.72% |
$262K - $263K
|
505K
$15.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
8.28K+ 22.85% |
$254K - $255K
|
44.5K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.1K+ 31.97% |
$249K - $250K
|
33.4K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.87K+ 0.91% |
$242K - $243K
|
875K
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.8K+ 70.7% |
$239K - $241K
|
18.8K
$579K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.9K+ 4.96% |
$150K - $151K
|
104K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.46K+ 0.73% |
$137K - $138K
|
618K
$19M
|