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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.17K+ 4.19% |
$128K - $129K
|
104K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.74K+ 8.79% |
$115K - $115K
|
46.3K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.8K+ 1.23% |
$85.8K - $86.3K
|
230K
$7.07M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.4K+ 25.78% |
$73.5K - $73.9K
|
11.7K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.31K+ 14.13% |
$70.7K - $71.1K
|
18.6K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.28K+ 26.55% |
$69.9K - $70.3K
|
10.9K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.62K+ 21.36% |
$49.6K - $49.8K
|
9.18K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.28KNew |
$39.3K - $39.5K
|
1.28K
$39.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.25K+ 3.74% |
$38.2K - $38.5K
|
34.6K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 1.27% |
$32.6K - $32.8K
|
85.1K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 5.41% |
$32.3K - $32.5K
|
20.5K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$31K - $31.1K
|
1.01K
$31K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
953+ 0.43% |
$29.2K - $29.4K
|
224K
$6.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
846+ 0.73% |
$25.9K - $26.1K
|
116K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
815New |
$25K - $25.1K
|
815
$25.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
758+ 7.33% |
$23.2K - $23.4K
|
11.1K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
706+ 7.5% |
$21.7K - $21.8K
|
10.1K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
664+ 8.2% |
$20.4K - $20.5K
|
8.76K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
500+ 1.33% |
$15.3K - $15.4K
|
38.1K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
327New |
$10K - $10.1K
|
327
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
249New |
$7.64K - $7.68K
|
249
$7.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
240+ 7.4% |
$7.36K - $7.4K
|
3.49K
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186+ 2.01% |
$5.7K - $5.74K
|
9.42K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 42.86% |
$3.68K - $3.7K
|
400
$12.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
113+ 23.64% |
$3.47K - $3.48K
|
591
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
104+ 0.94% |
$3.19K - $3.21K
|
11.2K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
96+ 0.13% |
$2.94K - $2.96K
|
71.6K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
65+ 0.3% |
$1.99K - $2K
|
21.4K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.65% |
$1.87K - $1.88K
|
3.76K
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.5K - $1.51K
|
39.4K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
45New |
$1.38K - $1.39K
|
45
$1.38K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22+ 440.0% |
$675 - $678
|
27
$830
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$922
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-47- 0.6% |
$1.44K - $1.45K
|
7.85K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-51- 0.02% |
$1.56K - $1.57K
|
249K
$7.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 0.02% |
$1.59K - $1.6K
|
230K
$7.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-105- 1.26% |
$3.22K - $3.24K
|
8.2K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-232- 0.38% |
$7.12K - $7.15K
|
61.3K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-237- 0.71% |
$7.27K - $7.31K
|
33K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-261- 0.89% |
$8K - $8.05K
|
29K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-325- 2.26% |
$9.97K - $10K
|
14.1K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-350- 3.5% |
$10.7K - $10.8K
|
9.66K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-662- 86.99% |
$20.3K - $20.4K
|
99
$3.04K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-668- 6.05% |
$20.5K - $20.6K
|
10.4K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-679- 5.48% |
$20.8K - $20.9K
|
11.7K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-697- 5.68% |
$21.4K - $21.5K
|
11.6K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-716- 64.22% |
$22K - $22.1K
|
399
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-746- 9.83% |
$22.9K - $23K
|
6.84K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-748- 9.64% |
$22.9K - $23.1K
|
7.01K
$216K
|