Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
358K+ 307.71% |
$10.8M - $11M
|
474K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160KNew |
$4.83M - $4.92M
|
160K
$4.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
64.3K+ 21.67% |
$1.95M - $1.98M
|
361K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
61.2KNew |
$1.85M - $1.89M
|
61.2K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
21.4K+ 17.65% |
$647K - $658K
|
142K
$4.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16K+ 6.29% |
$485K - $493K
|
270K
$8.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12.7K+ 22.87% |
$385K - $392K
|
68.2K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 9.84% |
$314K - $320K
|
116K
$3.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
8.29K+ 2.06% |
$251K - $256K
|
411K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
8.02K+ 2.49% |
$243K - $247K
|
329K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.9KNew |
$209K - $213K
|
6.9K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 10.15% |
$179K - $182K
|
64.1K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 58.86% |
$163K - $166K
|
14.5K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.9K+ 35.64% |
$118K - $120K
|
14.8K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.7K+ 1.53% |
$112K - $114K
|
246K
$7.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.6K+ 2.82% |
$78.8K - $80.2K
|
94.9K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$71.5K - $72.7K
|
2.36K
$72.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 5.29% |
$63.7K - $64.8K
|
41.8K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.48K+ 10.2% |
$44.8K - $45.6K
|
16K
$491K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
593+ 0.82% |
$18K - $18.3K
|
73.1K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378New |
$11.4K - $11.7K
|
378
$11.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
317New |
$9.6K - $9.77K
|
317
$9.74K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
300+ 3.7% |
$9.09K - $9.25K
|
8.4K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 0.67% |
$2.27K - $2.31K
|
11.3K
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
68New |
$2.06K - $2.1K
|
68
$2.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-20- 0.2% |
$606 - $617
|
9.77K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-77- 0.09% |
$2.33K - $2.37K
|
85.8K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-101- 0.56% |
$3.06K - $3.11K
|
17.8K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-212- 0.29% |
$6.42K - $6.54K
|
72.8K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-350- 3.6% |
$10.6K - $10.8K
|
9.37K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-371- 4.1% |
$11.2K - $11.4K
|
8.68K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-400- 16.74% |
$12.1K - $12.3K
|
1.99K
$61.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-550- 1.43% |
$16.7K - $17K
|
37.9K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-625- 7.42% |
$18.9K - $19.3K
|
7.8K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-630- 1.31% |
$19.1K - $19.4K
|
47.4K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-705- 2.5% |
$21.4K - $21.7K
|
27.6K
$846K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-970- 8.11% |
$29.4K - $29.9K
|
11K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 7.1% |
$30.3K - $30.8K
|
13.1K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-1.13K- 13.25% |
$34.2K - $34.8K
|
7.39K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.4K- 8.24% |
$42.4K - $43.2K
|
15.6K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.58K- 4.57% |
$47.7K - $48.6K
|
32.9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 20.39% |
$57K - $58.1K
|
7.35K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.35K- 1.84% |
$71.3K - $72.5K
|
125K
$3.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.22K- 2.46% |
$97.5K - $99.3K
|
128K
$3.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-3.64K- 9.62% |
$110K - $112K
|
34.2K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.68K- 27.69% |
$111K - $113K
|
9.6K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.3K- 14.85% |
$130K - $132K
|
24.6K
$757K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.28K- 28.82% |
$160K - $163K
|
13K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.21K- 25.72% |
$188K - $192K
|
17.9K
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-6.52K- 13.53% |
$197K - $201K
|
41.6K
$1.28M
|