Purchases and Sales Made in Q2 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.28K- 10.78% |
$99.4K - $101K
|
27.1K
$834K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.47K- 15.95% |
$105K - $106K
|
18.3K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.47K- 11.42% |
$105K - $107K
|
26.9K
$829K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.58K- 23.23% |
$109K - $110K
|
11.8K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.7K- 1.35% |
$112K - $113K
|
269K
$8.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.84K- 4.14% |
$116K - $118K
|
88.7K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-3.93K- 99.24% |
$119K - $121K
|
30
$923
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.05K- 14.26% |
$123K - $124K
|
24.3K
$749K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.25K- 2.32% |
$129K - $130K
|
179K
$5.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.31K- 3.73% |
$131K - $132K
|
111K
$3.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.42K- 28.26% |
$134K - $136K
|
11.2K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.46K- 21.36% |
$135K - $137K
|
16.4K
$506K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.63K- 4.85% |
$140K - $142K
|
90.8K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 37.79% |
$142K - $144K
|
7.73K
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.82K- 41.32% |
$146K - $148K
|
6.84K
$210K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.18K- 3.57% |
$157K - $159K
|
140K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.24K- 2.37% |
$159K - $161K
|
216K
$6.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-5.43K- 1.96% |
$165K - $167K
|
271K
$8.34M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.6K- 1.15% |
$170K - $172K
|
483K
$14.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.93K- 19.06% |
$180K - $182K
|
25.2K
$775K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6K- 13.11% |
$182K - $184K
|
39.8K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 18.98% |
$203K - $206K
|
28.6K
$880K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.85K- 6.18% |
$208K - $210K
|
104K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-6.87K- 3.32% |
$208K - $211K
|
200K
$6.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-6.94K- 10.96% |
$211K - $213K
|
56.4K
$1.74M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.7KClosed |
$233K - $236K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.72K- 2.7% |
$234K - $237K
|
279K
$8.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-7.85K- 2.68% |
$238K - $241K
|
285K
$8.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.15K- 38.7% |
$277K - $281K
|
14.5K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-9.23K- 27.27% |
$280K - $283K
|
24.6K
$757K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-9.65K- 3.2% |
$293K - $296K
|
292K
$8.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10.5K- 7.47% |
$317K - $321K
|
130K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.7K- 50.0% |
$325K - $329K
|
10.7K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 4.38% |
$346K - $350K
|
249K
$7.66M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-13.1K- 36.56% |
$398K - $403K
|
22.8K
$701K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.5K- 8.74% |
$408K - $413K
|
140K
$4.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.2K- 48.4% |
$521K - $528K
|
18.3K
$564K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.7K- 4.44% |
$566K - $573K
|
402K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-18.9K- 27.18% |
$574K - $580K
|
50.7K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1K- 55.86% |
$578K - $585K
|
15.1K
$463K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-21.9K- 18.3% |
$665K - $673K
|
97.9K
$3.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-24.5K- 9.82% |
$744K - $753K
|
225K
$6.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-27.2K- 11.77% |
$825K - $835K
|
204K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 71.94% |
$829K - $839K
|
10.7K
$328K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-27.4K- 57.82% |
$832K - $841K
|
20K
$615K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.4K- 16.27% |
$832K - $842K
|
141K
$4.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28.3K- 43.93% |
$859K - $870K
|
36.2K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 4.88% |
$925K - $936K
|
595K
$18.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-31.2K- 69.87% |
$947K - $958K
|
13.5K
$414K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-33.1K- 64.02% |
$1M - $1.02M
|
18.6K
$573K
|