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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.5K+ 151.93% |
$507K - $510K
|
27.4K
$841K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13- 0.07% |
$399 - $401
|
19.1K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
60.6K+ 31.37% |
$1.86M - $1.87M
|
254K
$7.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.22K- 36.3% |
$191K - $192K
|
10.9K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-375- 3.22% |
$11.5K - $11.6K
|
11.3K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.67KNew |
$205K - $206K
|
6.67K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
810New |
$24.9K - $25K
|
810
$24.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7.09K- 11.57% |
$218K - $219K
|
54.2K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-295- 36.2% |
$9.06K - $9.11K
|
520
$16K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.78K- 49.99% |
$116K - $117K
|
3.78K
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.4K+ 8.38% |
$104K - $105K
|
44K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.04K+ 9.87% |
$186K - $187K
|
67.2K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.99K+ 95.5% |
$215K - $216K
|
14.3K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
522New |
$16K - $16.1K
|
522
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
200+ 180.18% |
$6.14K - $6.17K
|
311
$9.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-305- 3.16% |
$9.37K - $9.42K
|
9.35K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 11.34% |
$94.1K - $94.6K
|
30.1K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
7KNew |
$215K - $216K
|
7K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
89.6K+ 30.84% |
$2.75M - $2.77M
|
380K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
34K+ 7.82% |
$1.05M - $1.05M
|
470K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$307K - $309K
|
10K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.6K+ 13.26% |
$1.25M - $1.25M
|
347K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.1K+ 7.17% |
$33.8K - $34K
|
16.5K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96.4K+ 256.42% |
$2.96M - $2.98M
|
134K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$1.97K - $1.98K
|
64
$1.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.8% |
$921 - $926
|
3.79K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
27K+ 3.16% |
$829K - $833K
|
883K
$27.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-725- 8.84% |
$22.3K - $22.4K
|
7.48K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.7K- 21.09% |
$82.8K - $83.2K
|
10.1K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
37+ 6.26% |
$1.14K - $1.14K
|
628
$19.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-866- 2.92% |
$26.6K - $26.7K
|
28.8K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42.2K+ 11.79% |
$1.3M - $1.3M
|
400K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-28- 0.24% |
$860 - $864
|
11.7K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$6.65M - $6.68M
|
216K
$6.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
16.8K+ 2.22% |
$515K - $518K
|
771K
$23.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.33K- 3.07% |
$102K - $103K
|
105K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.53K- 15.85% |
$47K - $47.2K
|
8.13K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-199- 0.48% |
$6.11K - $6.14K
|
41.5K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
3.41K+ 3.27% |
$105K - $105K
|
108K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.6K+ 4.62% |
$49.1K - $49.4K
|
36.2K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
168+ 0.7% |
$5.16K - $5.19K
|
24.3K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.13MNew |
$34.6M - $34.7M
|
1.13M
$34.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$335K - $337K
|
10.9K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
244K+ 66.04% |
$7.49M - $7.53M
|
613K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$307 - $309
|
8.17K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
392+ 5.23% |
$12K - $12.1K
|
7.89K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6.08K+ 2.44% |
$187K - $188K
|
255K
$7.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 7.57% |
$573K - $576K
|
265K
$8.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-6.06K- 2.63% |
$186K - $187K
|
224K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
19.8K+ 11.55% |
$608K - $611K
|
191K
$5.88M
|