Purchases and Sales Made in Q2 2021 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28MNew |
$39.1M - $39.1M
|
1.28M
$39.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
711K+ 354.54% |
$21.8M - $21.8M
|
911K
$28.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
547KNew |
$16.7M - $16.8M
|
547K
$16.9M
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
428KNew |
$13.1M - $13.1M
|
428K
$13.2M
|
|
|
Jul 13, 2021
Q2 2021
|
Refined Wealth Management
|
BUY
|
- |
423KNew |
$12.9M - $13M
|
423K
$13M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
287K+ 9.82% |
$8.78M - $8.8M
|
3.21M
$98.9M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
230K+ 77.53% |
$7.03M - $7.04M
|
526K
$16.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
214K+ 34.16% |
$6.54M - $6.55M
|
839K
$25.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
207K+ 286.43% |
$6.33M - $6.34M
|
279K
$8.6M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
199KNew |
$6.1M - $6.12M
|
199K
$6.15M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
175K+ 8.62% |
$5.34M - $5.35M
|
2.2M
$67.8M
|
|
|
Aug 16, 2021
Q2 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
167K+ 15.39% |
$5.11M - $5.12M
|
1.25M
$38.6M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
165K+ 64.96% |
$5.04M - $5.05M
|
418K
$12.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
134K+ 4.58% |
$4.1M - $4.11M
|
3.06M
$94.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 17.98% |
$3.6M - $3.61M
|
772K
$23.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117KNew |
$3.58M - $3.59M
|
117K
$3.61M
|
|
|
Jul 26, 2021
Q2 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
117KNew |
$3.57M - $3.58M
|
117K
$3.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111KNew |
$3.4M - $3.4M
|
111K
$3.42M
|
|
|
May 26, 2023
Q2 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
102K+ 60.64% |
$3.12M - $3.12M
|
270K
$8.32M
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
89.5K+ 606.82% |
$2.74M - $2.75M
|
104K
$3.22M
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
85.5KNew |
$2.62M - $2.62M
|
85.5K
$2.64M
|
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
60.8K+ 20.6% |
$1.86M - $1.86M
|
356K
$11M
|
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
57.7KNew |
$1.77M - $1.77M
|
57.7K
$1.78M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
57K+ 1.28% |
$1.74M - $1.75M
|
4.52M
$139M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.7K+ 12.48% |
$1.64M - $1.65M
|
484K
$14.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
52.8K+ 21.42% |
$1.61M - $1.62M
|
299K
$9.22M
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
51.7K+ 16.75% |
$1.58M - $1.59M
|
360K
$11.1M
|
|
|
Jul 30, 2021
Q2 2021
|
First National Corp
|
BUY
|
- |
49.6KNew |
$1.52M - $1.52M
|
49.6K
$1.53M
|
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
47.1K+ 9.31% |
$1.44M - $1.44M
|
552K
$17M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
44K+ 18.62% |
$1.35M - $1.35M
|
280K
$8.64M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.3K+ 5.06% |
$1.3M - $1.3M
|
879K
$27.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
40.1K+ 17.58% |
$1.23M - $1.23M
|
268K
$8.27M
|
|
|
Aug 11, 2021
Q2 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
30.2K+ 8.8% |
$923K - $925K
|
373K
$11.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.3KNew |
$836K - $838K
|
27.3K
$842K
|
|
|
Jul 28, 2021
Q2 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
26.1K+ 4.46% |
$800K - $801K
|
612K
$18.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
25.3K+ 129.27% |
$774K - $776K
|
44.9K
$1.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24.5KNew |
$751K - $753K
|
24.5K
$757K
|
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
22K+ 26.56% |
$673K - $674K
|
105K
$3.23M
|
|
|
Aug 10, 2021
Q2 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
21.1KNew |
$647K - $648K
|
21.1K
$652K
|
|
|
Aug 16, 2021
Q2 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
20.1K+ 77.45% |
$614K - $616K
|
46K
$1.42M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
19.7KNew |
$603K - $605K
|
19.7K
$608K
|
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
17.4K+ 91.91% |
$532K - $533K
|
36.3K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
17.1K+ 16.5% |
$522K - $523K
|
120K
$3.71M
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$499K - $500K
|
16.3K
$503K
|
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.2K+ 3.2% |
$494K - $496K
|
521K
$16M
|
|
|
Jul 19, 2021
Q2 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.2K+ 17.77% |
$466K - $468K
|
101K
$3.11M
|
|
|
Aug 05, 2021
Q2 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 17.57% |
$438K - $439K
|
95.7K
$2.95M
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
13.4K+ 15.23% |
$410K - $411K
|
101K
$3.13M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13KNew |
$396K - $397K
|
13K
$399K
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
BUY
|
- |
12.9K+ 6.95% |
$395K - $396K
|
199K
$6.13M
|