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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.42K+ 3.94% |
$285K - $291K
|
249K
$7.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9K+ 100.0% |
$273K - $277K
|
18K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.64K+ 1.71% |
$262K - $266K
|
513K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.59KNew |
$260K - $265K
|
8.59K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.47K+ 3.34% |
$257K - $261K
|
262K
$8.07M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
8.29K+ 2.06% |
$251K - $256K
|
411K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.06KNew |
$244K - $248K
|
8.06K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
8.02K+ 2.49% |
$243K - $247K
|
329K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.9K+ 7.7% |
$239K - $244K
|
111K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.86K+ 17.63% |
$238K - $242K
|
52.5K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.82KNew |
$237K - $241K
|
7.82K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
7.8KNew |
$236K - $240K
|
7.8K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.96KNew |
$211K - $215K
|
6.96K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.9KNew |
$209K - $213K
|
6.9K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
6.74KNew |
$204K - $208K
|
6.74K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.69KNew |
$203K - $206K
|
6.69K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.62K+ 32.16% |
$200K - $204K
|
27.2K
$837K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
6.5KNew |
$197K - $200K
|
6.5K
$200K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 10.15% |
$179K - $182K
|
64.1K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.66K+ 2.0% |
$171K - $174K
|
289K
$8.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 58.86% |
$163K - $166K
|
14.5K
$447K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.29KNew |
$160K - $163K
|
5.29K
$163K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.23K+ 243.36% |
$158K - $161K
|
7.37K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.04K+ 17.33% |
$153K - $156K
|
34.2K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.92K+ 12.6% |
$149K - $152K
|
43.9K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 2.29% |
$146K - $149K
|
215K
$6.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.64K+ 1.83% |
$141K - $143K
|
259K
$7.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.58K+ 6.79% |
$139K - $141K
|
72.1K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.53K+ 30.92% |
$137K - $140K
|
19.2K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.43K+ 3.65% |
$134K - $137K
|
126K
$3.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 1.56% |
$126K - $128K
|
269K
$8.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.9K+ 35.64% |
$118K - $120K
|
14.8K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.7K+ 1.53% |
$112K - $114K
|
246K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
3.43K+ 3.19% |
$104K - $106K
|
111K
$3.42M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3.06KNew |
$92.7K - $94.3K
|
3.06K
$94.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.97K+ 3.09% |
$90K - $91.6K
|
99.2K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.86K+ 122.51% |
$86.7K - $88.3K
|
5.2K
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73K+ 2.53% |
$82.8K - $84.2K
|
111K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.6K+ 2.82% |
$78.8K - $80.2K
|
94.9K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.4K+ 20.39% |
$72.8K - $74.1K
|
14.2K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$71.5K - $72.7K
|
2.36K
$72.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.11K+ 7.71% |
$63.9K - $65K
|
29.5K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.1K+ 5.29% |
$63.7K - $64.8K
|
41.8K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.02KNew |
$61.1K - $62.2K
|
2.02K
$62.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.9K+ 0.48% |
$57.6K - $58.7K
|
402K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.85K+ 14.7% |
$56K - $57K
|
14.4K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.66K+ 0.74% |
$50.4K - $51.3K
|
226K
$6.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 18.61% |
$50.4K - $51.3K
|
10.6K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.48K+ 10.2% |
$44.8K - $45.6K
|
16K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.47K+ 22.01% |
$44.5K - $45.3K
|
8.14K
$251K
|