Latest Institutional Sells of Spdr Bloomberg Investment Grad (FLRN)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.7K- 30.84% |
$111K - $114K
|
8.31K
$256K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.17K- 8.96% |
$95.1K - $97.3K
|
32.3K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 3.35% |
$37.4K - $38.3K
|
36K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 28.46% |
$34.3K - $35.1K
|
2.88K
$88.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 4.56% |
$33.6K - $34.4K
|
23.4K
$721K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-850- 4.68% |
$25.5K - $26.1K
|
17.3K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-825- 10.86% |
$24.7K - $25.3K
|
6.78K
$208K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.79M- 96.71% |
$53.9M - $54.3M
|
60.7K
$1.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-46K- 86.53% |
$1.39M - $1.4M
|
7.16K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-24.6K- 66.92% |
$743K - $748K
|
12.2K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-12KClosed |
$362K - $365K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.4KClosed |
$314K - $316K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.41K- 7.68% |
$224K - $225K
|
89.1K
$2.74M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.6K- 21.87% |
$199K - $201K
|
23.6K
$725K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.78K- 1.58% |
$83.9K - $84.5K
|
173K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.68K- 81.7% |
$80.8K - $81.4K
|
600
$18.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.82K- 95.08% |
$54.8K - $55.2K
|
94
$2.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 1.89% |
$34.9K - $35.1K
|
60K
$1.85M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 86.01% |
$31.2K - $31.4K
|
168
$5.17K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-666- 3.68% |
$20.1K - $20.3K
|
17.4K
$536K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-334- 4.76% |
$10.1K - $10.2K
|
6.68K
$205K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-236- 55.27% |
$7.12K - $7.18K
|
191
$5.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-192- 2.09% |
$5.8K - $5.84K
|
8.99K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-160- 2.08% |
$4.83K - $4.87K
|
7.53K
$232K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-725K- 33.51% |
$21.8M - $22.1M
|
1.44M
$44.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-107K- 16.85% |
$3.23M - $3.26M
|
529K
$16.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-75K- 43.7% |
$2.26M - $2.28M
|
96.6K
$2.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.01K- 7.21% |
$241K - $244K
|
103K
$3.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.93K- 40.02% |
$239K - $241K
|
11.9K
$365K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-3.14K- 26.13% |
$94.5K - $95.5K
|
8.87K
$273K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.02KClosed |
$91.1K - $92.1K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.06K- 0.62% |
$61.9K - $62.6K
|
328K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 40.95% |
$45.2K - $45.7K
|
2.16K
$66.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-995- 3.08% |
$30K - $30.3K
|
31.3K
$964K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-897- 1.83% |
$27K - $27.3K
|
48.2K
$1.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-442- 1.12% |
$13.3K - $13.5K
|
38.9K
$1.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-288- 0.85% |
$8.67K - $8.77K
|
33.6K
$1.03M
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-449KClosed |
$13.5M - $13.7M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-265KClosed |
$7.98M - $8.08M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-119KClosed |
$3.59M - $3.64M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-67.3K- 35.87% |
$2.03M - $2.05M
|
120K
$3.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-53.8K- 67.81% |
$1.62M - $1.64M
|
25.5K
$785K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
SELL
|
- |
-50KClosed |
$1.51M - $1.53M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-30.1KClosed |
$905K - $917K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-26.3K- 13.51% |
$791K - $801K
|
168K
$5.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.5K- 51.61% |
$647K - $655K
|
20.1K
$620K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-21.1K- 24.88% |
$636K - $644K
|
63.8K
$1.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-19KClosed |
$571K - $579K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-18.4K- 60.51% |
$554K - $561K
|
12K
$369K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.6K- 12.79% |
$440K - $445K
|
99.6K
$3.06M
|
|