Purchases and Sales Made in Q4 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
421K+ 65.06% |
$12.9M - $13M
|
1.07M
$32.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
377K+ 126801.01% |
$11.6M - $11.6M
|
377K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
231K+ 39.31% |
$7.09M - $7.13M
|
820K
$25.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
228K+ 49.47% |
$6.99M - $7.03M
|
689K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
228K+ 109.55% |
$6.98M - $7.02M
|
436K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
207KNew |
$6.34M - $6.37M
|
207K
$6.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
154KNew |
$4.72M - $4.75M
|
154K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
126K+ 100.24% |
$3.85M - $3.88M
|
251K
$7.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
117K+ 29.38% |
$3.59M - $3.61M
|
515K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
112K+ 7.45% |
$3.43M - $3.45M
|
1.61M
$49.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 3550.15% |
$3.35M - $3.36M
|
112K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
87.2K+ 13.07% |
$2.68M - $2.69M
|
755K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
79.7KNew |
$2.44M - $2.46M
|
79.7K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
68.6K+ 296.19% |
$2.1M - $2.11M
|
91.7K
$2.82M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61.2KNew |
$1.88M - $1.89M
|
61.2K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
58.8K+ 9.41% |
$1.8M - $1.81M
|
684K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
49.7KNew |
$1.53M - $1.53M
|
49.7K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
42.9K+ 24.08% |
$1.32M - $1.32M
|
221K
$6.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
35.6KNew |
$1.09M - $1.1M
|
35.6K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
31.1KNew |
$954K - $959K
|
31.1K
$956K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28.6K+ 15.3% |
$877K - $882K
|
215K
$6.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.9K+ 2.99% |
$763K - $767K
|
856K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.7K+ 5.94% |
$636K - $639K
|
369K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5KNew |
$630K - $633K
|
20.5K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.4KNew |
$566K - $569K
|
18.4K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$499K - $502K
|
16.3K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3K+ 23.76% |
$439K - $442K
|
74.6K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
14.3K+ 11.52% |
$438K - $440K
|
138K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
13K+ 14.32% |
$400K - $402K
|
104K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$398K - $400K
|
13K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12.2K+ 43.66% |
$374K - $376K
|
40.1K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2K+ 19.77% |
$374K - $376K
|
73.8K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 17.35% |
$361K - $363K
|
79.7K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.2KNew |
$344K - $346K
|
11.2K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 8407.09% |
$327K - $329K
|
10.8K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.77K+ 83.35% |
$299K - $301K
|
21.5K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.37KNew |
$287K - $289K
|
9.37K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.63KNew |
$265K - $266K
|
8.63K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.5KNew |
$230K - $231K
|
7.5K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$227K - $228K
|
7.4K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.32KNew |
$224K - $226K
|
7.32K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.9K+ 1.76% |
$212K - $213K
|
400K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.87KNew |
$211K - $212K
|
6.87K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 43.02% |
$197K - $199K
|
21.4K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.37K+ 20.4% |
$195K - $197K
|
37.6K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.8K+ 3.5% |
$178K - $179K
|
172K
$5.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6K+ 16.76% |
$172K - $173K
|
39K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.5K+ 2.44% |
$169K - $170K
|
231K
$7.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.32K+ 11.91% |
$132K - $133K
|
40.6K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.17K+ 4.19% |
$128K - $129K
|
104K
$3.19M
|