Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.83M+ 8912.25% |
$55.1M - $55.5M
|
1.85M
$56.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
889K+ 130.93% |
$26.8M - $27M
|
1.57M
$48.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
705K+ 514.39% |
$21.3M - $21.4M
|
842K
$25.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
470K+ 30.82% |
$14.2M - $14.3M
|
2M
$61.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
404KNew |
$12.2M - $12.3M
|
404K
$12.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
399K+ 1375175.88% |
$12M - $12.1M
|
399K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
362K+ 150.56% |
$10.9M - $11M
|
602K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
313KNew |
$9.45M - $9.52M
|
313K
$9.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
309K+ 16.18% |
$9.32M - $9.39M
|
2.22M
$68M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
291K+ 128.55% |
$8.77M - $8.84M
|
517K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
286KNew |
$8.63M - $8.69M
|
286K
$8.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
282K+ 166.57% |
$8.51M - $8.57M
|
451K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
237K+ 151.19% |
$7.16M - $7.21M
|
394K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
210KNew |
$6.33M - $6.37M
|
210K
$6.43M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201K+ 39.64% |
$6.07M - $6.11M
|
708K
$21.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
163K+ 94.52% |
$4.91M - $4.94M
|
335K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
162K+ 79.03% |
$4.9M - $4.94M
|
368K
$11.3M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
160K+ 1729.76% |
$4.82M - $4.85M
|
169K
$5.18M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
150K+ 83.68% |
$4.52M - $4.55M
|
328K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 12.21% |
$4.23M - $4.26M
|
1.29M
$39.5M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
136KNew |
$4.11M - $4.14M
|
136K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
136KNew |
$4.1M - $4.13M
|
136K
$4.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
128K+ 665.45% |
$3.85M - $3.88M
|
147K
$4.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
123K+ 38.09% |
$3.71M - $3.74M
|
446K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 6.44% |
$3.65M - $3.68M
|
2M
$61.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 3.68% |
$3.4M - $3.42M
|
3.17M
$97.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
88.2K+ 46.37% |
$2.66M - $2.68M
|
278K
$8.54M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
75.8K+ 52.32% |
$2.29M - $2.31M
|
221K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
74.4K+ 4.02% |
$2.25M - $2.26M
|
1.93M
$59.1M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
73.1KNew |
$2.21M - $2.22M
|
73.1K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
69.4KNew |
$2.09M - $2.11M
|
69.4K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.3K+ 23.44% |
$2.09M - $2.11M
|
365K
$11.2M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
63KNew |
$1.9M - $1.92M
|
63K
$1.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
60KNew |
$1.81M - $1.82M
|
60K
$1.84M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
57.5KNew |
$1.74M - $1.75M
|
57.5K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54K+ 32.37% |
$1.63M - $1.64M
|
221K
$6.77M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.2KNew |
$1.55M - $1.56M
|
51.2K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
51.1K+ 75.5% |
$1.54M - $1.55M
|
119K
$3.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7KNew |
$1.53M - $1.54M
|
50.7K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
42.6K+ 544.81% |
$1.29M - $1.3M
|
50.4K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38K+ 33.91% |
$1.15M - $1.16M
|
150K
$4.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.1KNew |
$1.12M - $1.13M
|
37.1K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
34K+ 58.21% |
$1.03M - $1.03M
|
92.4K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
29.9K+ 7.48% |
$904K - $910K
|
430K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29K+ 30.88% |
$876K - $883K
|
123K
$3.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25.7K+ 30.11% |
$775K - $781K
|
111K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
21.7K+ 132.89% |
$656K - $661K
|
38.1K
$1.17M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18.6K+ 4.61% |
$561K - $565K
|
422K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17.6K+ 2.56% |
$533K - $536K
|
706K
$21.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
17.6K+ 69.12% |
$531K - $535K
|
43.1K
$1.32M
|