Latest Institutional Transactions on Spdr Bloomberg Investment Grad (FLRN)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.3K+ 2.75% |
$735K - $748K
|
907K
$27.9M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.15K- 40.8% |
$65.1K - $66.3K
|
3.12K
$96.1K
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-919- 7.99% |
$27.8K - $28.3K
|
10.6K
$326K
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
98+ 15.61% |
$2.97K - $3.02K
|
726
$22.4K
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
37.1K+ 6.05% |
$1.12M - $1.14M
|
651K
$20M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.59KNew |
$260K - $265K
|
8.59K
$265K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4K- 0.34% |
$42.4K - $43.2K
|
410K
$12.6M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
196+ 2.4% |
$5.94K - $6.04K
|
8.36K
$258K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
488+ 205.04% |
$14.8K - $15K
|
726
$22.4K
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.97K+ 3.09% |
$90K - $91.6K
|
99.2K
$3.06M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.53K+ 30.92% |
$137K - $140K
|
19.2K
$590K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-27.6K- 5.88% |
$836K - $851K
|
442K
$13.6M
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
43+ 0.02% |
$1.3K - $1.33K
|
255K
$7.86M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-248- 3.47% |
$7.51K - $7.65K
|
6.9K
$213K
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.57KNew |
$290K - $295K
|
9.57K
$295K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37.3K+ 24.7% |
$1.13M - $1.15M
|
188K
$5.79M
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-630- 1.31% |
$19.1K - $19.4K
|
47.4K
$1.46M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 7.1% |
$30.3K - $30.8K
|
13.1K
$403K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
92.5K+ 24.32% |
$2.8M - $2.85M
|
473K
$14.6M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$71.5K - $72.7K
|
2.36K
$72.7K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.84% |
$314K - $320K
|
116K
$3.57M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.9K+ 35.64% |
$118K - $120K
|
14.8K
$457K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
8.02K+ 2.49% |
$243K - $247K
|
329K
$10.2M
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
68New |
$2.06K - $2.1K
|
68
$2.1K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-1.13K- 13.25% |
$34.2K - $34.8K
|
7.39K
$228K
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-400- 16.74% |
$12.1K - $12.3K
|
1.99K
$61.3K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.48K+ 10.2% |
$44.8K - $45.6K
|
16K
$492K
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.68K- 27.69% |
$111K - $113K
|
9.6K
$296K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-350- 3.6% |
$10.6K - $10.8K
|
9.37K
$289K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160KNew |
$4.83M - $4.92M
|
160K
$4.92M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.9KNew |
$209K - $213K
|
6.9K
$213K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.4K- 8.24% |
$42.4K - $43.2K
|
15.6K
$480K
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-6.52K- 13.53% |
$197K - $201K
|
41.6K
$1.28M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.22K- 2.46% |
$97.5K - $99.3K
|
128K
$3.93M
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-705- 2.5% |
$21.4K - $21.7K
|
27.6K
$849K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-101- 0.56% |
$3.06K - $3.11K
|
17.8K
$550K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 0.67% |
$2.27K - $2.31K
|
11.3K
$349K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-16.6K- 14.38% |
$502K - $511K
|
98.7K
$3.04M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.28K- 28.82% |
$160K - $163K
|
13K
$402K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 20.39% |
$57K - $58.1K
|
7.35K
$227K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-970- 8.11% |
$29.4K - $29.9K
|
11K
$339K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.58K- 4.57% |
$47.7K - $48.6K
|
32.9K
$1.01M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-28.5K- 4.11% |
$863K - $879K
|
664K
$20.5M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
317New |
$9.6K - $9.77K
|
317
$9.77K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-625- 7.42% |
$18.9K - $19.3K
|
7.8K
$240K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378New |
$11.4K - $11.7K
|
378
$11.6K
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
64.3K+ 21.67% |
$1.95M - $1.98M
|
361K
$11.1M
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12.7K+ 22.87% |
$385K - $392K
|
68.2K
$2.1M
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-212- 0.29% |
$6.42K - $6.54K
|
72.8K
$2.24M
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
300+ 3.7% |
$9.09K - $9.25K
|
8.4K
$259K
|