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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83New |
$2.55K - $2.56K
|
83
$2.55K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 0.67% |
$2.33K - $2.35K
|
11.4K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
55+ 0.54% |
$1.69K - $1.7K
|
10.3K
$317K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
48+ 0.23% |
$1.47K - $1.48K
|
21.3K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.15% |
$1.35K - $1.36K
|
3.88K
$119K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
25+ 1.24% |
$768 - $772
|
2.04K
$62.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22+ 0.19% |
$676 - $679
|
11.8K
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20+ 0.11% |
$614 - $617
|
18.7K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16+ 0.13% |
$491 - $494
|
12.4K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.55% |
$307 - $309
|
1.84K
$56.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6New |
$184 - $185
|
6
$185
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
4+ 0.01% |
$123 - $123
|
76.3K
$2.35M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3+ 0.36% |
$92.1 - $92.6
|
848
$26.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.31% |
$92.1 - $92.6
|
984
$30.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-5- 0.06% |
$154 - $154
|
7.79K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-46- 5.99% |
$1.41K - $1.42K
|
722
$22.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-67- 0.46% |
$2.06K - $2.07K
|
14.5K
$448K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-79- 1.07% |
$2.43K - $2.44K
|
7.31K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-93Closed |
$2.86K - $2.87K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 0.53% |
$3.07K - $3.09K
|
18.9K
$583K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-104- 14.33% |
$3.19K - $3.21K
|
622
$19.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 9.28% |
$4.3K - $4.32K
|
1.37K
$42.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-165- 1.04% |
$5.07K - $5.09K
|
15.6K
$481K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-224- 3.32% |
$6.88K - $6.91K
|
6.53K
$201K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-252- 1.28% |
$7.74K - $7.78K
|
19.4K
$596K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-260- 6.36% |
$7.98K - $8.02K
|
3.83K
$118K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-265- 4.31% |
$8.14K - $8.18K
|
5.89K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-296- 2.96% |
$9.09K - $9.13K
|
9.7K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-299- 29.6% |
$9.18K - $9.23K
|
711
$21.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-362- 3.11% |
$11.1K - $11.2K
|
11.3K
$347K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-392- 4.97% |
$12K - $12.1K
|
7.5K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-400- 1.49% |
$12.3K - $12.3K
|
26.4K
$814K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-435- 1.35% |
$13.4K - $13.4K
|
31.7K
$976K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-600- 7.22% |
$18.4K - $18.5K
|
7.72K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-643- 2.14% |
$19.7K - $19.8K
|
29.5K
$906K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-657- 7.57% |
$20.2K - $20.3K
|
8.02K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-658- 1.5% |
$20.2K - $20.3K
|
43.3K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-727- 1.46% |
$22.3K - $22.4K
|
49.2K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-779- 2.19% |
$23.9K - $24K
|
34.8K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-779- 14.73% |
$23.9K - $24K
|
4.51K
$139K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-812- 81.2% |
$24.9K - $25.1K
|
188
$5.78K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-827- 2.42% |
$25.4K - $25.5K
|
33.3K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-888- 13.04% |
$27.3K - $27.4K
|
5.92K
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-954- 3.28% |
$29.3K - $29.4K
|
28.2K
$866K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-975- 9.98% |
$29.9K - $30.1K
|
8.79K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-979- 12.92% |
$30.1K - $30.2K
|
6.6K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.08K- 0.33% |
$33K - $33.2K
|
324K
$9.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 2.64% |
$33.8K - $34K
|
40.7K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.14K- 9.19% |
$34.9K - $35.1K
|
11.2K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.27K- 2.68% |
$39K - $39.2K
|
46.1K
$1.42M
|