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 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$1.97K - $1.98K
|
64
$1.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
60+ 0.34% |
$1.84K - $1.85K
|
17.7K
$545K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 0.47% |
$1.63K - $1.64K
|
11.2K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
51+ 0.39% |
$1.57K - $1.57K
|
13.1K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48+ 5.7% |
$1.47K - $1.48K
|
890
$27.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
37+ 6.26% |
$1.14K - $1.14K
|
628
$19.3K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
33+ 0.15% |
$1.01K - $1.02K
|
21.5K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.8% |
$921 - $926
|
3.79K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.04% |
$369 - $370
|
29K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$307 - $309
|
8.17K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.09% |
$307 - $309
|
11.7K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.39% |
$215 - $216
|
1.82K
$55.9K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 7.45% |
$215 - $216
|
87
$2.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13- 0.07% |
$399 - $401
|
19.1K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-28- 0.24% |
$860 - $864
|
11.7K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69- 81.18% |
$2.12K - $2.13K
|
16
$491
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 27.22% |
$2.73K - $2.75K
|
238
$7.31K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-97- 9.99% |
$2.98K - $2.99K
|
874
$26.8K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-102- 0.89% |
$3.13K - $3.15K
|
11.3K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-130- 50.0% |
$3.99K - $4.01K
|
130
$3.99K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 80.72% |
$4.12K - $4.14K
|
32
$983
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-142- 0.39% |
$4.36K - $4.38K
|
36.2K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-199- 0.48% |
$6.11K - $6.14K
|
41.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-200- 8.37% |
$6.14K - $6.17K
|
2.19K
$67.2K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-230- 1.7% |
$7.06K - $7.1K
|
13.3K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 97.61% |
$7.52K - $7.56K
|
6
$184
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-294- 3.37% |
$9.03K - $9.08K
|
8.42K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-295- 36.2% |
$9.06K - $9.11K
|
520
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-305- 3.16% |
$9.37K - $9.42K
|
9.35K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-331- 18.04% |
$10.2K - $10.2K
|
1.5K
$46.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-349- 1.91% |
$10.7K - $10.8K
|
17.9K
$551K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-375- 2.03% |
$11.5K - $11.6K
|
18.1K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-375- 3.22% |
$11.5K - $11.6K
|
11.3K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-426- 1.7% |
$13.1K - $13.2K
|
24.6K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-454- 1.92% |
$13.9K - $14K
|
23.2K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-504- 1.54% |
$15.5K - $15.6K
|
32.3K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-650- 1.0% |
$20K - $20.1K
|
64.6K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-652- 0.37% |
$20K - $20.1K
|
174K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-676- 13.65% |
$20.8K - $20.9K
|
4.28K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-700- 8.92% |
$21.5K - $21.6K
|
7.15K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-725- 8.84% |
$22.3K - $22.4K
|
7.48K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-851- 9.08% |
$26.1K - $26.3K
|
8.52K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-866- 2.92% |
$26.6K - $26.7K
|
28.8K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-920- 2.34% |
$28.3K - $28.4K
|
38.4K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05KClosed |
$32.2K - $32.3K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.06K- 1.02% |
$32.5K - $32.7K
|
103K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.53K- 15.85% |
$47K - $47.2K
|
8.13K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.55K- 0.81% |
$47.6K - $47.9K
|
191K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 4.94% |
$50K - $50.2K
|
31.3K
$962K
|