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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.05K- 1.98% |
$62.7K - $63.2K
|
101K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.07K- 14.47% |
$63.2K - $63.7K
|
12.2K
$376K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-2.1K- 10.05% |
$64.2K - $64.7K
|
18.8K
$579K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.1K- 19.29% |
$64.2K - $64.7K
|
8.79K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.23K- 1.1% |
$68.1K - $68.6K
|
200K
$6.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.3K- 32.42% |
$70.4K - $70.9K
|
4.8K
$148K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.84K- 18.9% |
$86.8K - $87.5K
|
12.2K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 11.72% |
$91.8K - $92.5K
|
22.6K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3.03K- 2.04% |
$92.7K - $93.4K
|
146K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.26K- 17.0% |
$99.7K - $100K
|
15.9K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-3.69K- 15.62% |
$113K - $114K
|
19.9K
$613K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.91K- 2.53% |
$120K - $121K
|
151K
$4.64M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-4.01K- 8.44% |
$123K - $124K
|
43.5K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.06K- 1.11% |
$124K - $125K
|
363K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.41K- 1.85% |
$135K - $136K
|
234K
$7.2M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.44K- 3.27% |
$136K - $137K
|
131K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.45K- 29.07% |
$136K - $137K
|
10.8K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.84K- 37.22% |
$148K - $149K
|
8.16K
$251K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-5.37K- 9.03% |
$164K - $166K
|
54.1K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-5.65K- 6.39% |
$173K - $174K
|
82.8K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-6.31K- 2.15% |
$193K - $195K
|
288K
$8.86M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-6.85K- 2.96% |
$209K - $211K
|
224K
$6.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.15K- 16.19% |
$219K - $220K
|
37K
$1.14M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.22K- 3.53% |
$221K - $223K
|
197K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.86K- 8.3% |
$240K - $242K
|
86.8K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.93K- 3.93% |
$243K - $245K
|
194K
$5.98M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.03K- 5.46% |
$246K - $248K
|
139K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.99K- 13.0% |
$275K - $277K
|
60.1K
$1.85M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-11KClosed |
$336K - $338K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.1K- 7.28% |
$371K - $374K
|
155K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-12.4K- 48.64% |
$378K - $381K
|
13.1K
$402K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 3.51% |
$386K - $389K
|
347K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13.3K- 3.44% |
$408K - $411K
|
373K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14K- 59.44% |
$429K - $432K
|
9.57K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.1K- 56.8% |
$461K - $465K
|
11.5K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.2K- 68.59% |
$465K - $469K
|
6.96K
$214K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-15.7K- 16.96% |
$481K - $485K
|
77K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-17.5K- 7.06% |
$537K - $541K
|
231K
$7.12M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-18.8K- 84.51% |
$574K - $578K
|
3.44K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20K- 28.62% |
$612K - $617K
|
49.9K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-20.3K- 26.73% |
$620K - $625K
|
55.6K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-24.4K- 12.71% |
$745K - $751K
|
167K
$5.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-27.4K- 3.45% |
$839K - $845K
|
767K
$23.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.2K- 11.75% |
$924K - $931K
|
227K
$6.99M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-34.6K- 36.31% |
$1.06M - $1.07M
|
60.6K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-36.6K- 8.88% |
$1.12M - $1.13M
|
375K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.4K- 5.21% |
$1.14M - $1.15M
|
680K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38K- 56.0% |
$1.16M - $1.17M
|
29.9K
$921K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-40.8K- 4.7% |
$1.25M - $1.26M
|
827K
$25.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-43.4K- 11.93% |
$1.33M - $1.34M
|
320K
$9.87M
|