Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2023. 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 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
702+ 3.5% |
$21.4K - $21.6K
|
20.8K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
683+ 2.76% |
$20.8K - $21K
|
25.4K
$783K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
603+ 5.86% |
$18.4K - $18.5K
|
10.9K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
586+ 8.58% |
$17.9K - $18K
|
7.41K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
551New |
$16.8K - $16.9K
|
551
$17K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
505+ 1.79% |
$15.4K - $15.5K
|
28.8K
$886K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
492+ 2.75% |
$15K - $15.1K
|
18.4K
$565K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436New |
$13.3K - $13.4K
|
436
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
418New |
$12.7K - $12.8K
|
418
$12.9K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
410+ 10.26% |
$12.5K - $12.6K
|
4.41K
$136K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
365+ 0.48% |
$11.1K - $11.2K
|
75.9K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
345+ 0.13% |
$10.5K - $10.6K
|
268K
$8.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
344New |
$10.5K - $10.6K
|
344
$10.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
270+ 1.16% |
$8.23K - $8.29K
|
23.5K
$725K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
186+ 0.45% |
$5.67K - $5.71K
|
41.1K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
183+ 2.01% |
$5.58K - $5.62K
|
9.29K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
182+ 1.59% |
$5.55K - $5.59K
|
11.7K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
171New |
$5.21K - $5.25K
|
171
$5.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
161New |
$4.91K - $4.94K
|
161
$4.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
127New |
$3.87K - $3.9K
|
127
$3.91K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
113+ 1.05% |
$3.45K - $3.47K
|
10.9K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
78New |
$2.38K - $2.4K
|
78
$2.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 0.39% |
$2.13K - $2.15K
|
17.8K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.25% |
$1.95K - $1.97K
|
5.17K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
46+ 0.26% |
$1.4K - $1.41K
|
17.7K
$545K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 7.74% |
$1.4K - $1.41K
|
640
$19.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
$1.37K - $1.38K
|
45
$1.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
22+ 0.73% |
$671 - $676
|
3.04K
$93.7K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
18+ 0.16% |
$549 - $553
|
11K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18+ 0.16% |
$549 - $553
|
11.4K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16+ 0.11% |
$488 - $491
|
14.6K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.86% |
$457 - $461
|
1.77K
$54.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
10+ 3.8% |
$305 - $307
|
273
$8.41K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.96% |
$152 - $154
|
260
$8.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.83% |
$61 - $61.4
|
242
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.89% |
$61 - $61.4
|
108
$3.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.06% |
$30.5 - $30.7
|
1.74K
$53.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.36% |
$30.5 - $30.7
|
276
$8.5K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4- 0.02% |
$122 - $123
|
16.3K
$503K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 56.25% |
$823 - $829
|
21
$647
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-32- 1.64% |
$976 - $983
|
1.92K
$59.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-37- 0.34% |
$1.13K - $1.14K
|
10.8K
$333K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-62- 0.44% |
$1.89K - $1.9K
|
14K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-62- 4.35% |
$1.89K - $1.9K
|
1.36K
$41.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-83- 1.2% |
$2.53K - $2.55K
|
6.83K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 3.05% |
$2.96K - $2.98K
|
3.09K
$95.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 89.26% |
$4.06K - $4.08K
|
16
$493
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-149- 85.14% |
$4.54K - $4.58K
|
26
$801
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-167- 0.49% |
$5.09K - $5.13K
|
33.8K
$1.04M
|