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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.76K+ 255.43% |
$115K - $116K
|
5.23K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 5.88% |
$115K - $116K
|
67.5K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.72K+ 15.07% |
$114K - $115K
|
28.4K
$873K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.6K+ 10.11% |
$111K - $111K
|
39.2K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
3.55K+ 3.73% |
$109K - $110K
|
98.9K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
3.41K+ 3.27% |
$105K - $105K
|
108K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.4K+ 8.38% |
$104K - $105K
|
44K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.38K+ 40.99% |
$104K - $104K
|
11.6K
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 6.01% |
$101K - $102K
|
58.2K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 11.34% |
$94.1K - $94.6K
|
30.1K
$924K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.75K+ 0.69% |
$84.3K - $84.7K
|
402K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.24K+ 2260.61% |
$68.7K - $69.1K
|
2.34K
$71.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 31.68% |
$68.2K - $68.6K
|
9.24K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 12.37% |
$59.9K - $60.2K
|
17.7K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.86K+ 21.91% |
$57.2K - $57.5K
|
10.4K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.6K+ 4.62% |
$49.1K - $49.4K
|
36.2K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 4.2% |
$49.1K - $49.4K
|
39.7K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57K+ 13.44% |
$48.2K - $48.4K
|
13.2K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.52K+ 4.6% |
$46.6K - $46.8K
|
34.5K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.9K - $40.1K
|
1.3K
$39.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.1K+ 7.17% |
$33.8K - $34K
|
16.5K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
978New |
$30K - $30.2K
|
978
$30K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
949+ 1.33% |
$29.1K - $29.3K
|
72.5K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
860+ 14.21% |
$26.4K - $26.5K
|
6.91K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
834+ 4.7% |
$25.6K - $25.7K
|
18.6K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
810New |
$24.9K - $25K
|
810
$24.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
786+ 0.92% |
$24.1K - $24.3K
|
85.9K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
715+ 10.45% |
$22K - $22.1K
|
7.56K
$232K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
685+ 4.91% |
$21K - $21.1K
|
14.6K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
615New |
$18.9K - $19K
|
615
$18.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
593+ 0.2% |
$18.2K - $18.3K
|
293K
$9.01M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
522New |
$16K - $16.1K
|
522
$16K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
425+ 6.3% |
$13.1K - $13.1K
|
7.17K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
392+ 5.23% |
$12K - $12.1K
|
7.89K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
389+ 4.44% |
$11.9K - $12K
|
9.15K
$281K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
371New |
$11.4K - $11.5K
|
371
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
342+ 0.11% |
$10.5K - $10.6K
|
308K
$9.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
325+ 0.7% |
$9.98K - $10K
|
46.7K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
315+ 17.19% |
$9.67K - $9.72K
|
2.15K
$65.9K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
304New |
$9.34K - $9.38K
|
304
$9.34K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
273+ 0.6% |
$8.38K - $8.43K
|
46.1K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
267+ 0.93% |
$8.2K - $8.24K
|
28.9K
$889K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
200+ 180.18% |
$6.14K - $6.17K
|
311
$9.55K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
200+ 1.77% |
$6.14K - $6.17K
|
11.5K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
168+ 0.7% |
$5.16K - $5.19K
|
24.3K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
129+ 1.16% |
$3.96K - $3.98K
|
11.2K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
103+ 0.25% |
$3.16K - $3.18K
|
41.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.36% |
$3.07K - $3.09K
|
28.3K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74+ 0.73% |
$2.27K - $2.28K
|
10.2K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
67+ 26.91% |
$2.06K - $2.07K
|
316
$9.7K
|