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
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.73K- 3.47% |
$53K - $53.3K
|
48K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.98K- 2.01% |
$60.7K - $61K
|
96.3K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.38K- 9.0% |
$73.1K - $73.5K
|
24.1K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.39K- 1.21% |
$73.2K - $73.6K
|
195K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.7K- 21.09% |
$82.8K - $83.2K
|
10.1K
$310K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.87K- 9.46% |
$88.2K - $88.7K
|
27.5K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.01K- 8.37% |
$92.3K - $92.8K
|
32.9K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 23.67% |
$92.6K - $93K
|
9.72K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.09K- 14.45% |
$95K - $95.5K
|
18.3K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.22K- 20.0% |
$99K - $99.5K
|
12.9K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.33K- 3.07% |
$102K - $103K
|
105K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.6K- 9.89% |
$110K - $111K
|
32.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 1.75% |
$115K - $116K
|
210K
$6.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.78K- 49.99% |
$116K - $117K
|
3.78K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.85K- 31.61% |
$118K - $119K
|
8.32K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 31.11% |
$123K - $124K
|
8.86K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 3.28% |
$124K - $124K
|
119K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.04K- 9.66% |
$124K - $125K
|
37.8K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-4.3K- 11.94% |
$132K - $133K
|
31.7K
$974K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.54K- 60.57% |
$139K - $140K
|
2.96K
$90.7K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.9K- 33.05% |
$151K - $151K
|
9.93K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.69K- 2.48% |
$175K - $176K
|
224K
$6.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.75K- 70.64% |
$177K - $178K
|
2.39K
$73.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.84K- 33.13% |
$179K - $180K
|
11.8K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-6.06K- 2.63% |
$186K - $187K
|
224K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6.11K- 32.7% |
$188K - $189K
|
12.6K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.22K- 36.3% |
$191K - $192K
|
10.9K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7.09K- 11.57% |
$218K - $219K
|
54.2K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-8.86K- 15.54% |
$272K - $274K
|
48.2K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-9.3K- 3.63% |
$286K - $287K
|
247K
$7.58M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-9.62K- 19.09% |
$295K - $297K
|
40.8K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-11.8K- 8.25% |
$361K - $363K
|
131K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-12.6K- 2.44% |
$386K - $388K
|
503K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-12.6K- 11.1% |
$388K - $390K
|
101K
$3.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-13.4K- 62.29% |
$411K - $413K
|
8.1K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-14.5K- 1.46% |
$444K - $447K
|
979K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.8K- 69.35% |
$453K - $455K
|
6.52K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 6.18% |
$484K - $487K
|
239K
$7.35M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-17.3K- 9.85% |
$530K - $533K
|
158K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-17.3K- 12.03% |
$532K - $535K
|
127K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 2.88% |
$562K - $565K
|
617K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.5K- 5.16% |
$630K - $633K
|
377K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21.7K- 1.34% |
$665K - $668K
|
1.59M
$48.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-22.8K- 16.54% |
$702K - $705K
|
115K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.8K- 3.07% |
$1.07M - $1.07M
|
1.1M
$33.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-35.4K- 3.17% |
$1.09M - $1.09M
|
1.08M
$33.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-49.9K- 6.94% |
$1.53M - $1.54M
|
669K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52.3K- 6.99% |
$1.6M - $1.61M
|
696K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-56.9K- 15.08% |
$1.75M - $1.75M
|
320K
$9.83M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-66.7K- 79.71% |
$2.05M - $2.06M
|
17K
$522K
|