Purchases and Sales Made in Q3 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.21K+ 242.08% |
$96.7K - $97.7K
|
4.54K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.06K+ 10.13% |
$92K - $93K
|
33.2K
$1.02M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.05K+ 10.02% |
$91.8K - $92.8K
|
33.5K
$1.03M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.04K+ 1.48% |
$91.6K - $92.6K
|
208K
$6.42M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 14.26% |
$78.4K - $79.2K
|
20.9K
$643K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.39K+ 10.33% |
$71.8K - $72.6K
|
25.5K
$786K
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.38K+ 3.87% |
$71.7K - $72.5K
|
63.9K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.21K+ 20.74% |
$66.5K - $67.3K
|
12.9K
$397K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.19K+ 9.52% |
$66.1K - $66.8K
|
25.2K
$779K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 1.7% |
$56.5K - $57.1K
|
112K
$3.46M
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.86K+ 26.11% |
$56K - $56.6K
|
8.99K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66K+ 20.43% |
$50K - $50.5K
|
9.79K
$302K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.65K+ 137.93% |
$49.7K - $50.3K
|
2.85K
$87.9K
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
1.64K+ 6.37% |
$49.4K - $50K
|
27.4K
$846K
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.61K+ 0.42% |
$48.5K - $49K
|
389K
$12M
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.43K+ 0.7% |
$43.1K - $43.6K
|
205K
$6.34M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05KNew |
$31.5K - $31.8K
|
1.05K
$32.2K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
983+ 16.06% |
$29.6K - $29.9K
|
7.1K
$219K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
947+ 10.87% |
$28.5K - $28.8K
|
9.66K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
809+ 2.85% |
$24.4K - $24.6K
|
29.2K
$901K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
805New |
$24.2K - $24.5K
|
805
$24.8K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
729+ 4.39% |
$22K - $22.2K
|
17.3K
$535K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$21.1K - $21.3K
|
700
$21.6K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
677+ 49.74% |
$20.4K - $20.6K
|
2.04K
$62.9K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
666New |
$20.1K - $20.3K
|
666
$20.5K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
447New |
$13.5K - $13.6K
|
447
$13.8K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
441+ 133.64% |
$13.3K - $13.4K
|
771
$23.8K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
437+ 81.99% |
$13.2K - $13.3K
|
970
$29.9K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
357New |
$10.7K - $10.9K
|
357
$11K
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
346+ 0.34% |
$10.4K - $10.5K
|
102K
$3.15M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
329+ 0.42% |
$9.91K - $10K
|
79.5K
$2.45M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.33K - $9.44K
|
310
$9.56K
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
277+ 0.6% |
$8.34K - $8.43K
|
46.1K
$1.42M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
230New |
$6.93K - $7K
|
230
$7.1K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
199+ 1.09% |
$5.99K - $6.06K
|
18.4K
$567K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114+ 0.06% |
$3.43K - $3.47K
|
190K
$5.87M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
111+ 0.6% |
$3.34K - $3.38K
|
18.5K
$572K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
88+ 13.04% |
$2.65K - $2.68K
|
763
$23.5K
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.54% |
$2.65K - $2.68K
|
16.4K
$505K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 0.13% |
$2.23K - $2.25K
|
55.6K
$1.72M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
61+ 0.54% |
$1.84K - $1.86K
|
11.4K
$352K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 2.52% |
$1.42K - $1.43K
|
1.91K
$58.9K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40+ 0.45% |
$1.2K - $1.22K
|
8.89K
$274K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.79% |
$813 - $822
|
3.45K
$106K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
23+ 0.08% |
$693 - $700
|
28.1K
$866K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.11% |
$542 - $548
|
16.5K
$509K
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
18+ 0.24% |
$542 - $548
|
7.55K
$233K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.29% |
$512 - $517
|
5.97K
$184K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12+ 0.1% |
$361 - $365
|
12K
$369K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.53% |
$361 - $365
|
2.29K
$70.6K
|