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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52.3K- 6.99% |
$1.6M - $1.61M
|
696K
$21.4M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.9K- 6.94% |
$1.53M - $1.54M
|
669K
$20.5M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.72K+ 15.07% |
$114K - $115K
|
28.4K
$873K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57K+ 13.44% |
$48.2K - $48.4K
|
13.2K
$406K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.12K+ 3.54% |
$126K - $127K
|
120K
$3.69M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
278K+ 32.35% |
$8.55M - $8.6M
|
1.14M
$35M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 8.76% |
$4.84M - $4.87M
|
1.96M
$60.2M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-375- 2.03% |
$11.5K - $11.6K
|
18.1K
$555K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
371New |
$11.4K - $11.5K
|
371
$11.4K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.28M- 96.76% |
$69.9M - $70.2M
|
76.3K
$2.34M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 40.79% |
$257K - $258K
|
28.9K
$887K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-14.5K- 1.46% |
$444K - $447K
|
979K
$30.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.5K- 5.16% |
$630K - $633K
|
377K
$11.6M
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-426- 1.7% |
$13.1K - $13.2K
|
24.6K
$757K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.76K+ 255.43% |
$115K - $116K
|
5.23K
$161K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15K+ 3.32% |
$250K - $251K
|
254K
$7.8M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.94KNew |
$274K - $276K
|
8.94K
$274K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
273+ 0.6% |
$8.38K - $8.43K
|
46.1K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
129+ 1.16% |
$3.96K - $3.98K
|
11.2K
$345K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
593+ 0.2% |
$18.2K - $18.3K
|
293K
$9.01M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 34.37% |
$787K - $791K
|
100K
$3.08M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.06K- 1.02% |
$32.5K - $32.7K
|
103K
$3.15M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
30.3K+ 59.11% |
$929K - $934K
|
81.5K
$2.5M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.24K+ 2260.61% |
$68.7K - $69.1K
|
2.34K
$71.8K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 97.61% |
$7.52K - $7.56K
|
6
$184
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-12.6K- 11.1% |
$388K - $390K
|
101K
$3.11M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.15K+ 21.48% |
$158K - $159K
|
29.1K
$894K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
651K+ 12.93% |
$20M - $20.1M
|
5.68M
$174M
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
200+ 1.77% |
$6.14K - $6.17K
|
11.5K
$353K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.3K+ 123.07% |
$347K - $349K
|
20.5K
$629K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 27.22% |
$2.73K - $2.75K
|
238
$7.31K
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
20.6KNew |
$633K - $636K
|
20.6K
$633K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-700- 8.92% |
$21.5K - $21.6K
|
7.15K
$220K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 6.18% |
$484K - $487K
|
239K
$7.35M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74+ 0.73% |
$2.27K - $2.28K
|
10.2K
$313K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
51+ 0.39% |
$1.57K - $1.57K
|
13.1K
$404K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
325+ 0.7% |
$9.98K - $10K
|
46.7K
$1.43M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
67+ 26.91% |
$2.06K - $2.07K
|
316
$9.7K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-504- 1.54% |
$15.5K - $15.6K
|
32.3K
$991K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.4K+ 2.49% |
$627K - $630K
|
840K
$25.8M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.09% |
$307 - $309
|
11.7K
$360K
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
60+ 0.34% |
$1.84K - $1.85K
|
17.7K
$545K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-56.9K- 15.08% |
$1.75M - $1.75M
|
320K
$9.83M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
615New |
$18.9K - $19K
|
615
$18.9K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
834+ 4.7% |
$25.6K - $25.7K
|
18.6K
$570K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
315+ 17.19% |
$9.67K - $9.72K
|
2.15K
$65.9K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.24KNew |
$222K - $224K
|
7.24K
$222K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.1K+ 6.71% |
$1.91M - $1.92M
|
988K
$30.3M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-35.4K- 3.17% |
$1.09M - $1.09M
|
1.08M
$33.1M
|