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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9K+ 42.69% |
$796K - $800K
|
86.6K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 34.37% |
$787K - $791K
|
100K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.2K+ 10.05% |
$714K - $717K
|
254K
$7.81M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 18.72% |
$656K - $660K
|
136K
$4.16M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
20.6KNew |
$633K - $636K
|
20.6K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.4K+ 2.49% |
$627K - $630K
|
840K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20KNew |
$614K - $617K
|
20K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
19.8K+ 11.55% |
$608K - $611K
|
191K
$5.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 7.57% |
$573K - $576K
|
265K
$8.14M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
18.5KNew |
$568K - $571K
|
18.5K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
16.8K+ 2.22% |
$515K - $518K
|
771K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.5K+ 151.93% |
$507K - $510K
|
27.4K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15.4K+ 38.32% |
$472K - $475K
|
55.5K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15.4K+ 9.26% |
$472K - $474K
|
181K
$5.56M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.8K+ 6.4% |
$455K - $458K
|
247K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.2K+ 177.13% |
$404K - $406K
|
20.6K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 62.99% |
$360K - $362K
|
30.4K
$932K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
11.3K+ 123.07% |
$347K - $349K
|
20.5K
$629K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
10.9KNew |
$336K - $338K
|
10.9K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$335K - $337K
|
10.9K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
10.2K+ 3.73% |
$312K - $314K
|
283K
$8.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1K+ 8.57% |
$310K - $311K
|
128K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$307K - $309K
|
10K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
9.79KNew |
$300K - $302K
|
9.79K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
9.64K+ 198.54% |
$296K - $298K
|
14.5K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.05KNew |
$278K - $279K
|
9.05K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.02KNew |
$277K - $278K
|
9.02K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.94KNew |
$274K - $276K
|
8.94K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.82K+ 1.29% |
$271K - $272K
|
693K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.52KNew |
$262K - $263K
|
8.52K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 40.79% |
$257K - $258K
|
28.9K
$887K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.15K+ 3.32% |
$250K - $251K
|
254K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.14K+ 8.37% |
$250K - $251K
|
105K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.58KNew |
$233K - $234K
|
7.58K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.43KNew |
$228K - $229K
|
7.43K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.24KNew |
$222K - $224K
|
7.24K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.07KNew |
$217K - $218K
|
7.07K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
7KNew |
$215K - $216K
|
7K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.99K+ 95.5% |
$215K - $216K
|
14.3K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.86KNew |
$211K - $212K
|
6.86K
$211K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.78K+ 28.53% |
$208K - $209K
|
30.5K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.73KNew |
$207K - $208K
|
6.73K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.67KNew |
$205K - $206K
|
6.67K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.64KNew |
$204K - $205K
|
6.64K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6.08K+ 2.44% |
$187K - $188K
|
255K
$7.84M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.04K+ 9.87% |
$186K - $187K
|
67.2K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.15K+ 21.48% |
$158K - $159K
|
29.1K
$894K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.5K+ 0.77% |
$138K - $139K
|
586K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.18K+ 3.6% |
$128K - $129K
|
120K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.12K+ 3.54% |
$126K - $127K
|
120K
$3.69M
|