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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.24KNew |
$222K - $224K
|
7.24K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
810New |
$24.9K - $25K
|
810
$24.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-295- 36.2% |
$9.06K - $9.11K
|
520
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
7KNew |
$215K - $216K
|
7K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
200+ 180.18% |
$6.14K - $6.17K
|
311
$9.57K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
522New |
$16K - $16.1K
|
522
$16.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.99K+ 95.5% |
$215K - $216K
|
14.3K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$1.97K - $1.98K
|
64
$1.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-725- 8.84% |
$22.3K - $22.4K
|
7.48K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.53K- 15.85% |
$47K - $47.2K
|
8.13K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
168+ 0.7% |
$5.16K - $5.19K
|
24.3K
$747K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.86KNew |
$211K - $212K
|
6.86K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 80.72% |
$4.12K - $4.14K
|
32
$985
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.2K- 10.53% |
$1.11M - $1.11M
|
307K
$9.45M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
696New |
$21.3K - $21.5K
|
696
$21.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
109KNew |
$3.34M - $3.36M
|
109K
$3.36M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-312- 2.03% |
$9.57K - $9.62K
|
15K
$463K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
342New |
$10.5K - $10.5K
|
342
$10.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$215 - $216
|
7
$215
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
318New |
$9.75K - $9.81K
|
318
$9.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 2.58% |
$920 - $925
|
1.14K
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
615New |
$18.9K - $19K
|
615
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.77% |
$61.3 - $61.7
|
115
$3.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
768New |
$23.6K - $23.7K
|
768
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
19.9KNew |
$609K - $612K
|
19.9K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 15.24% |
$981 - $987
|
178
$5.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$368 - $370
|
12
$369
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
95.2K+ 146.79% |
$2.92M - $2.94M
|
160K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
120+ 1.66% |
$3.68K - $3.7K
|
7.34K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-119- 30.2% |
$3.65K - $3.67K
|
275
$8.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.87K- 18.77% |
$180K - $181K
|
25.4K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.6K- 3.19% |
$295K - $296K
|
291K
$8.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.6K+ 57.14% |
$724K - $728K
|
64.9K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 819.54% |
$43.7K - $44K
|
1.6K
$49.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-20- 0.09% |
$613 - $617
|
22.7K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$445K - $448K
|
14.5K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22+ 440.0% |
$675 - $678
|
27
$831
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$923
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-716- 64.22% |
$22K - $22.1K
|
399
$12.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
45New |
$1.38K - $1.39K
|
45
$1.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$227K - $228K
|
7.4K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
240+ 7.4% |
$7.36K - $7.4K
|
3.49K
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.2KNew |
$344K - $346K
|
11.2K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.18K- 99.13% |
$220K - $222K
|
63
$1.94K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-668- 6.05% |
$20.5K - $20.6K
|
10.4K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
207KNew |
$6.34M - $6.37M
|
207K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.28KNew |
$39.3K - $39.5K
|
1.28K
$39.4K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-15.7K- 58.06% |
$482K - $484K
|
11.3K
$349K
|
|