Purchases and Sales Made in Q1 2025 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2025. 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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.27M+ 2940.35% |
$69.8M - $70.2M
|
2.35M
$72.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.13MNew |
$34.6M - $34.7M
|
1.13M
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
923K+ 344.05% |
$28.3M - $28.5M
|
1.19M
$36.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
760K+ 954.54% |
$23.3M - $23.5M
|
840K
$25.8M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
651K+ 12.93% |
$20M - $20.1M
|
5.68M
$174M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
531K+ 3909.86% |
$16.3M - $16.4M
|
545K
$16.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
430K+ 141.73% |
$13.2M - $13.3M
|
733K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
398K+ 11.03% |
$12.2M - $12.3M
|
4M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
393K+ 111.51% |
$12.1M - $12.1M
|
745K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
325KNew |
$9.99M - $10M
|
325K
$9.99M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
278K+ 32.35% |
$8.55M - $8.6M
|
1.14M
$35M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
244K+ 66.04% |
$7.49M - $7.53M
|
613K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
221KNew |
$6.79M - $6.82M
|
221K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$6.65M - $6.68M
|
216K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
203K+ 12.55% |
$6.22M - $6.25M
|
1.82M
$55.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 8.76% |
$4.84M - $4.87M
|
1.96M
$60.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
139K+ 1204.28% |
$4.28M - $4.3M
|
151K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
126K+ 69.01% |
$3.87M - $3.89M
|
309K
$9.49M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
118K+ 40.77% |
$3.63M - $3.65M
|
409K
$12.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
117K+ 2842.46% |
$3.6M - $3.62M
|
121K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
106K+ 34.7% |
$3.25M - $3.27M
|
411K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
96.4K+ 256.42% |
$2.96M - $2.98M
|
134K
$4.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90K+ 40.2% |
$2.76M - $2.78M
|
314K
$9.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
89.6K+ 30.84% |
$2.75M - $2.77M
|
380K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86K+ 5.16% |
$2.64M - $2.65M
|
1.75M
$53.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.8K+ 327.24% |
$2.6M - $2.62M
|
111K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
79.3K+ 611.59% |
$2.44M - $2.45M
|
92.3K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.9K+ 81.76% |
$2.39M - $2.4M
|
173K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.4K+ 51.35% |
$2.28M - $2.3M
|
219K
$6.73M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
73.7K+ 92.53% |
$2.26M - $2.28M
|
153K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.7K+ 3.55% |
$2.26M - $2.28M
|
2.15M
$66M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.1K+ 61.55% |
$2.24M - $2.26M
|
192K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
73KNew |
$2.24M - $2.25M
|
73K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
71.7K+ 46.81% |
$2.2M - $2.21M
|
225K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
70.4K+ 28.06% |
$2.16M - $2.17M
|
321K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.9K+ 14.24% |
$1.93M - $1.94M
|
505K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.1K+ 6.71% |
$1.91M - $1.92M
|
988K
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
60.6K+ 31.37% |
$1.86M - $1.87M
|
254K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.2K+ 11.86% |
$1.85M - $1.86M
|
568K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42.2K+ 11.79% |
$1.3M - $1.3M
|
400K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.6K+ 13.26% |
$1.25M - $1.25M
|
347K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.2K+ 50.99% |
$1.2M - $1.21M
|
116K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
34K+ 7.82% |
$1.05M - $1.05M
|
470K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34K+ 46.05% |
$1.04M - $1.05M
|
108K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
32.9K+ 12.48% |
$1.01M - $1.02M
|
297K
$9.11M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
30.3K+ 59.11% |
$929K - $934K
|
81.5K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
29.3K+ 31.95% |
$900K - $904K
|
121K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.9K+ 99658.62% |
$888K - $892K
|
28.9K
$888K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
27.1K+ 12.58% |
$832K - $837K
|
243K
$7.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
27K+ 3.16% |
$829K - $833K
|
883K
$27.1M
|