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 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-399- 0.91% |
$12.1K - $12.3K
|
43.6K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73K+ 2.53% |
$82.8K - $84.2K
|
111K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.86K+ 122.51% |
$86.7K - $88.3K
|
5.2K
$160K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-232- 5.43% |
$7.03K - $7.15K
|
4.04K
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.19% |
$1.36K - $1.39K
|
3.84K
$118K
|
|
|
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
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
37.1K+ 6.05% |
$1.12M - $1.14M
|
651K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-27.6K- 5.88% |
$836K - $851K
|
442K
$13.6M
|
|
|
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
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.57KNew |
$290K - $295K
|
9.57K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-248- 3.47% |
$7.51K - $7.65K
|
6.9K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.59KNew |
$260K - $265K
|
8.59K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$71.5K - $72.7K
|
2.36K
$72.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
68New |
$2.06K - $2.1K
|
68
$2.09K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.9K+ 35.64% |
$118K - $120K
|
14.8K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.84% |
$314K - $320K
|
116K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-400- 16.74% |
$12.1K - $12.3K
|
1.99K
$61.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.68K- 27.69% |
$111K - $113K
|
9.6K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-350- 3.6% |
$10.6K - $10.8K
|
9.37K
$288K
|
|
|
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
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-705- 2.5% |
$21.4K - $21.7K
|
27.6K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 20.39% |
$57K - $58.1K
|
7.35K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 0.67% |
$2.27K - $2.31K
|
11.3K
$348K
|
|
|
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
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378New |
$11.4K - $11.7K
|
378
$11.6K
|
|
|
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
|
Pacifica Partners Inc.
|
BUY
|
- |
317New |
$9.6K - $9.77K
|
317
$9.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.3K- 14.85% |
$130K - $132K
|
24.6K
$758K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
21.4K+ 17.65% |
$647K - $658K
|
142K
$4.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 58.86% |
$163K - $166K
|
14.5K
$447K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 10.15% |
$179K - $182K
|
64.1K
$1.97M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142KNew |
$4.37M - $4.39M
|
142K
$4.38M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.07K+ 3.51% |
$125K - $126K
|
120K
$3.7M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.34KClosed |
$225K - $227K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.73KNew |
$207K - $208K
|
6.73K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.9K - $40.1K
|
1.3K
$40K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20KNew |
$614K - $617K
|
20K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.07KNew |
$217K - $218K
|
7.07K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
304New |
$9.34K - $9.38K
|
304
$9.35K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.9K+ 81.76% |
$2.39M - $2.4M
|
173K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-200- 8.37% |
$6.14K - $6.17K
|
2.19K
$67.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-454- 1.92% |
$13.9K - $14K
|
23.2K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.43KNew |
$228K - $229K
|
7.43K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-17.3K- 9.85% |
$530K - $533K
|
158K
$4.86M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-130- 50.0% |
$3.99K - $4.01K
|
130
$4K
|
|
|
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
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
20.6KNew |
$633K - $636K
|
20.6K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
615New |
$18.9K - $19K
|
615
$18.9K
|
|