Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG INVESTMENT GRAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
716KNew |
$21.9M - $22.1M
|
716K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
504K+ 31.93% |
$15.4M - $15.5M
|
2.08M
$64.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
504K+ 31.93% |
$15.4M - $15.5M
|
2.08M
$64.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
494K+ 22.11% |
$15.1M - $15.2M
|
2.73M
$84.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
441KNew |
$13.5M - $13.6M
|
441K
$13.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
381K+ 4571.85% |
$11.7M - $11.7M
|
389K
$12M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
301K+ 1916.92% |
$9.19M - $9.27M
|
316K
$9.74M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
208K+ 41.88% |
$6.36M - $6.41M
|
705K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 5.24% |
$5.27M - $5.31M
|
3.46M
$107M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
166KNew |
$5.07M - $5.11M
|
166K
$5.1M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
146K+ 20.22% |
$4.47M - $4.5M
|
868K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
142KNew |
$4.33M - $4.36M
|
142K
$4.36M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
136K+ 40.01% |
$4.17M - $4.2M
|
477K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
135KNew |
$4.13M - $4.17M
|
135K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
115KNew |
$3.5M - $3.53M
|
115K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$3.4M - $3.42M
|
111K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
107K+ 44.69% |
$3.28M - $3.3M
|
347K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 6.73% |
$2.15M - $2.17M
|
1.12M
$34.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.5K+ 3.88% |
$2.06M - $2.08M
|
1.81M
$55.6M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
47.9K+ 8.08% |
$1.46M - $1.48M
|
640K
$19.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.9KNew |
$1.44M - $1.45M
|
46.9K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
46.5KNew |
$1.42M - $1.43M
|
46.5K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
45.7K+ 11.85% |
$1.4M - $1.41M
|
431K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.2K+ 3.47% |
$1.35M - $1.36M
|
1.32M
$40.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43K+ 19.51% |
$1.32M - $1.33M
|
264K
$8.12M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43K+ 480.28% |
$1.32M - $1.33M
|
51.9K
$1.6M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41.1KNew |
$1.26M - $1.27M
|
41.1K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
39.8K+ 48.04% |
$1.22M - $1.23M
|
123K
$3.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
36.9K+ 196.9% |
$1.13M - $1.14M
|
55.6K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.5K+ 248.95% |
$1.09M - $1.09M
|
49.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 13.53% |
$1.07M - $1.08M
|
295K
$9.08M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
34.9KNew |
$1.07M - $1.08M
|
34.9K
$1.08M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 13.22% |
$1.05M - $1.06M
|
295K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
33.6KNew |
$1.03M - $1.03M
|
33.6K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
33.1K+ 83.77% |
$1.01M - $1.02M
|
72.6K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 63.58% |
$1M - $1.01M
|
84.3K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31.7K+ 182.61% |
$968K - $976K
|
49K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 9507.19% |
$890K - $897K
|
29.4K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4K+ 105.07% |
$839K - $846K
|
53.5K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
26.1K+ 3.33% |
$799K - $805K
|
811K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
25.3K+ 4.88% |
$774K - $780K
|
543K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
25K+ 3.62% |
$764K - $770K
|
716K
$22M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
23.6K+ 44.16% |
$722K - $728K
|
77.1K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.4K+ 76.83% |
$715K - $721K
|
53.8K
$1.66M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
21.3KNew |
$650K - $655K
|
21.3K
$655K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20.3K+ 7.54% |
$620K - $625K
|
289K
$8.91M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
19.3K+ 3.9% |
$590K - $595K
|
514K
$15.8M
|
|
|
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
$569K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 100.8% |
$546K - $550K
|
35.6K
$1.1M
|