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 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
593+ 0.82% |
$18K - $18.3K
|
73.1K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 10.15% |
$179K - $182K
|
64.1K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 58.86% |
$163K - $166K
|
14.5K
$446K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
8.29K+ 2.06% |
$251K - $256K
|
411K
$12.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16K+ 6.29% |
$485K - $493K
|
270K
$8.3M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
117K+ 2842.46% |
$3.6M - $3.62M
|
121K
$3.73M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.5KNew |
$568K - $571K
|
18.5K
$568K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.87K- 9.46% |
$88.2K - $88.7K
|
27.5K
$844K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
685+ 4.91% |
$21K - $21.1K
|
14.6K
$450K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
118K+ 40.77% |
$3.63M - $3.65M
|
409K
$12.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.78K+ 28.53% |
$208K - $209K
|
30.5K
$938K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
430K+ 141.73% |
$13.2M - $13.3M
|
733K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.55K- 0.81% |
$47.6K - $47.9K
|
191K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
71.7K+ 46.81% |
$2.2M - $2.21M
|
225K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.7K+ 3.55% |
$2.26M - $2.28M
|
2.15M
$66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86K+ 5.16% |
$2.64M - $2.65M
|
1.75M
$53.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 12.37% |
$59.9K - $60.2K
|
17.7K
$544K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-136K- 13.42% |
$4.18M - $4.21M
|
879K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
923K+ 344.05% |
$28.3M - $28.5M
|
1.19M
$36.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69- 81.18% |
$2.12K - $2.13K
|
16
$491
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.85K- 31.61% |
$118K - $119K
|
8.32K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 18.72% |
$656K - $660K
|
136K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
126K+ 69.01% |
$3.87M - $3.89M
|
309K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6.11K- 32.7% |
$188K - $189K
|
12.6K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 31.11% |
$123K - $124K
|
8.86K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
221KNew |
$6.79M - $6.82M
|
221K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9K+ 42.69% |
$796K - $800K
|
86.6K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 3.28% |
$124K - $124K
|
119K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-9.2K- 30.16% |
$283K - $284K
|
21.3K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-142- 0.39% |
$4.36K - $4.38K
|
36.2K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.39K- 1.21% |
$73.2K - $73.6K
|
195K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.86K+ 21.91% |
$57.2K - $57.5K
|
10.4K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
103+ 0.25% |
$3.16K - $3.18K
|
41.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.73KNew |
$207K - $208K
|
6.73K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
3.55K+ 3.73% |
$109K - $110K
|
98.9K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
398K+ 11.03% |
$12.2M - $12.3M
|
4M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20KNew |
$614K - $617K
|
20K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 4.94% |
$50K - $50.2K
|
31.3K
$962K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-97- 9.99% |
$2.98K - $2.99K
|
874
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.9K - $40.1K
|
1.3K
$39.9K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-650- 1.0% |
$20K - $20.1K
|
64.6K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.38K- 9.0% |
$73.1K - $73.5K
|
24.1K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.01K- 8.37% |
$92.3K - $92.8K
|
32.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.2K+ 177.13% |
$404K - $406K
|
20.6K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05KClosed |
$32.2K - $32.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.4K+ 51.35% |
$2.28M - $2.3M
|
219K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 12.55% |
$6.22M - $6.25M
|
1.82M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.58KNew |
$233K - $234K
|
7.58K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 5.88% |
$115K - $116K
|
67.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.8K+ 327.24% |
$2.6M - $2.62M
|
111K
$3.4M
|
|