Latest Institutional Purchases of Spdr Bloomberg Investment Grad (FLRN)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.25KNew |
$221K - $224K
|
7.25K
$223K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.24KNew |
$160K - $162K
|
5.24K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.84K+ 69.01% |
$148K - $149K
|
11.9K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.77K+ 68.23% |
$146K - $147K
|
11.7K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 28.96% |
$79.8K - $80.5K
|
11.6K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$67.2K - $67.9K
|
2.2K
$67.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.83KNew |
$55.8K - $56.3K
|
1.83K
$56.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 14.71% |
$49.3K - $49.8K
|
12.6K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
720+ 128.34% |
$22K - $22.2K
|
1.28K
$39.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
487New |
$14.9K - $15K
|
487
$15K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
370New |
$11.3K - $11.4K
|
370
$11.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
276New |
$8.43K - $8.51K
|
276
$8.48K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
143+ 1.5% |
$4.37K - $4.41K
|
9.66K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
131+ 83.97% |
$4K - $4.04K
|
287
$8.81K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
3+ 0.01% |
$91.7 - $92.6
|
26.9K
$825K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.16% |
$30.6 - $30.9
|
633
$19.4K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
567KNew |
$17.4M - $17.5M
|
567K
$17.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
162KNew |
$4.96M - $4.99M
|
162K
$4.96M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
86.3K+ 277.06% |
$2.65M - $2.67M
|
118K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
45.3K+ 10.27% |
$1.39M - $1.4M
|
487K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.6KNew |
$479K - $482K
|
15.6K
$479K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$475K - $478K
|
15.5K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
13.7KNew |
$421K - $423K
|
13.7K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.99KNew |
$307K - $309K
|
9.99K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.02KNew |
$215K - $217K
|
7.02K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.89KNew |
$211K - $213K
|
6.89K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.82K+ 3.88% |
$86.4K - $87K
|
75.4K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 26.98% |
$67.5K - $67.9K
|
10.3K
$318K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$63.9K - $64.3K
|
2.08K
$63.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$59.7K - $60.1K
|
1.95K
$59.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 236.69% |
$46.9K - $47.2K
|
2.18K
$66.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 1.61% |
$34.6K - $34.8K
|
71.2K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
829New |
$25.4K - $25.6K
|
829
$25.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
525New |
$16.1K - $16.2K
|
525
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
258New |
$7.92K - $7.97K
|
258
$7.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
245+ 1.83% |
$7.52K - $7.57K
|
13.7K
$419K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
228New |
$7K - $7.04K
|
228
$7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 3.2% |
$5.62K - $5.65K
|
5.9K
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
128New |
$3.93K - $3.95K
|
128
$3.93K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
82+ 0.63% |
$2.52K - $2.53K
|
13.1K
$403K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23New |
$706 - $710
|
23
$706
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22New |
$675 - $679
|
22
$676
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$30.7 - $30.9
|
1
$30.7
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
716KNew |
$21.9M - $22.1M
|
716K
$22M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
238K+ 625.75% |
$7.28M - $7.33M
|
276K
$8.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
135KNew |
$4.13M - $4.17M
|
135K
$4.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.4K+ 76.83% |
$715K - $721K
|
53.8K
$1.65M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19K+ 85.12% |
$581K - $585K
|
41.3K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.5KNew |
$565K - $570K
|
18.5K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.6KNew |
$507K - $511K
|
16.6K
$509K
|
|