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 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.6KNew |
$507K - $511K
|
16.6K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.4K+ 14.28% |
$502K - $506K
|
131K
$4.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.1KNew |
$492K - $496K
|
16.1K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16KNew |
$488K - $492K
|
16K
$491K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.7K+ 3.81% |
$479K - $483K
|
427K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14.6K+ 2.59% |
$448K - $452K
|
581K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.1KNew |
$432K - $435K
|
14.1K
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
13.7KNew |
$420K - $423K
|
13.7K
$422K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
13.6K+ 2.31% |
$416K - $419K
|
602K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.9K+ 4.82% |
$395K - $398K
|
281K
$8.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.3K+ 59.28% |
$377K - $380K
|
33.1K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
11.9KNew |
$363K - $366K
|
11.9K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.2K+ 4.87% |
$343K - $346K
|
242K
$7.44M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8K+ 10.37% |
$332K - $334K
|
115K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6K+ 2219.67% |
$325K - $327K
|
11.1K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$318K - $321K
|
10.4K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.91K+ 4.73% |
$303K - $305K
|
219K
$6.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$298K - $300K
|
9.74K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.29K+ 73.09% |
$284K - $286K
|
22K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.41KNew |
$257K - $259K
|
8.41K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.72K+ 2.77% |
$236K - $238K
|
286K
$8.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.52K+ 8.43% |
$230K - $232K
|
96.7K
$2.98M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.42K+ 20.81% |
$227K - $229K
|
43.1K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.19K+ 40.55% |
$220K - $222K
|
24.9K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.8K+ 10.95% |
$208K - $210K
|
68.9K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7K+ 98.08% |
$205K - $207K
|
13.5K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.56K+ 46.17% |
$201K - $202K
|
20.8K
$639K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.06K+ 23.13% |
$185K - $187K
|
32.3K
$993K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.92K+ 5.2% |
$181K - $183K
|
120K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
5.87K+ 33.19% |
$180K - $181K
|
23.6K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.73K+ 29.37% |
$175K - $177K
|
25.3K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
5.45K+ 6.55% |
$167K - $168K
|
88.7K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.28K+ 40.01% |
$162K - $163K
|
18.5K
$569K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.02K+ 2.45% |
$154K - $155K
|
210K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.63K+ 9.06% |
$142K - $143K
|
55.8K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.01K+ 20.1% |
$123K - $124K
|
24K
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.92K+ 5.93% |
$120K - $121K
|
70.1K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.74K+ 8.04% |
$114K - $115K
|
50.2K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.56K+ 7.58% |
$109K - $110K
|
50.6K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 9.98% |
$108K - $109K
|
39K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 46.78% |
$96K - $96.7K
|
9.84K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.91K+ 10.3% |
$89K - $89.7K
|
31.2K
$960K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.88K+ 1.08% |
$88.2K - $88.9K
|
270K
$8.31M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.88KNew |
$88.1K - $88.8K
|
2.88K
$88.6K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
2.8K+ 3.54% |
$85.5K - $86.2K
|
81.7K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.76K+ 3.12% |
$84.5K - $85.2K
|
91.2K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.39K+ 10.57% |
$73.2K - $73.8K
|
25K
$771K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.39K+ 33.09% |
$73K - $73.6K
|
9.6K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.26K+ 8.86% |
$69.1K - $69.7K
|
27.8K
$855K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$67.3K - $67.8K
|
2.2K
$67.7K
|