Purchases and Sales Made in Q2 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
7.19K+ 7.6% |
$217K - $219K
|
102K
$3.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
7.19K+ 6.12% |
$216K - $219K
|
125K
$3.84M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.19K+ 16.93% |
$216K - $219K
|
49.6K
$1.53M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.15KNew |
$215K - $218K
|
7.15K
$220K
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.13KNew |
$215K - $217K
|
7.13K
$220K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.01K+ 63.95% |
$211K - $214K
|
18K
$554K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.95KNew |
$209K - $212K
|
6.95K
$214K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.65KNew |
$200K - $203K
|
6.65K
$205K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.09K+ 203.0% |
$183K - $186K
|
9.09K
$280K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.67K+ 3.2% |
$171K - $173K
|
183K
$5.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.52K+ 3.04% |
$166K - $168K
|
187K
$5.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.37K+ 32.99% |
$162K - $164K
|
21.7K
$667K
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
4.46K+ 7.84% |
$134K - $136K
|
61.4K
$1.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.09K+ 51.4% |
$123K - $125K
|
12K
$371K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.99K+ 38.93% |
$120K - $122K
|
14.2K
$439K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.95K+ 0.61% |
$119K - $121K
|
652K
$20.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
3.84K+ 47.07% |
$116K - $117K
|
12K
$370K
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
3.75K+ 1.15% |
$113K - $114K
|
329K
$10.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.7K+ 22.16% |
$111K - $113K
|
20.4K
$629K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.49K+ 14.01% |
$105K - $106K
|
28.4K
$874K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.32K+ 36.13% |
$99.8K - $101K
|
12.5K
$385K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2.87K+ 6.19% |
$86.3K - $87.4K
|
49.1K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.86K+ 10.47% |
$86.1K - $87.2K
|
30.2K
$929K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.69K+ 6.22% |
$80.9K - $81.9K
|
45.9K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.55K+ 4.07% |
$76.6K - $77.6K
|
65.1K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.4K+ 4.14% |
$72.3K - $73.2K
|
60.3K
$1.86M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.24K+ 1.7% |
$67.4K - $68.3K
|
134K
$4.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.04K+ 1.08% |
$61.3K - $62.1K
|
190K
$5.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.9K+ 109.41% |
$57.1K - $57.8K
|
3.63K
$112K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.84KNew |
$55.5K - $56.2K
|
1.84K
$56.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1.82K+ 5.7% |
$54.9K - $55.6K
|
33.8K
$1.04M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.74K+ 0.67% |
$52.5K - $53.2K
|
264K
$8.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.73K+ 16.07% |
$52.2K - $52.9K
|
12.5K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.66K+ 83.15% |
$50.1K - $50.7K
|
3.66K
$113K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$49.2K - $49.9K
|
1.64K
$50.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.59K+ 11.72% |
$48K - $48.6K
|
15.2K
$468K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 13.75% |
$45.5K - $46.1K
|
12.5K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.47KNew |
$44.1K - $44.7K
|
1.47K
$45.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.33K+ 1.39% |
$40.1K - $40.7K
|
97.1K
$2.99M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.33KNew |
$39.9K - $40.5K
|
1.33K
$40.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 2.15% |
$32.8K - $33.2K
|
51.8K
$1.59M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 17.15% |
$31.2K - $31.6K
|
7.07K
$218K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.02K+ 4.64% |
$30.7K - $31.2K
|
23K
$710K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1K+ 11.63% |
$30.1K - $30.5K
|
9.6K
$296K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1K+ 4.01% |
$30.1K - $30.5K
|
26K
$800K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
880New |
$26.5K - $26.8K
|
880
$27.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
665+ 0.27% |
$20K - $20.3K
|
246K
$7.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
600+ 1.52% |
$18.1K - $18.3K
|
40.1K
$1.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
564+ 2.5% |
$17K - $17.2K
|
23.1K
$711K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
539+ 2.14% |
$16.2K - $16.4K
|
25.8K
$794K
|