Purchases and Sales Made in Q3 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.12MNew |
$64.8M - $65.3M
|
2.12M
$65.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
683KNew |
$20.8M - $21M
|
683K
$21M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
655K+ 38.01% |
$20M - $20.1M
|
2.38M
$73.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
498KNew |
$15.2M - $15.3M
|
498K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
484KNew |
$14.8M - $14.9M
|
484K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
406KNew |
$12.4M - $12.5M
|
406K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
317KNew |
$9.67M - $9.74M
|
317K
$9.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
259KNew |
$7.92M - $7.97M
|
259K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 34.77% |
$6.97M - $7.02M
|
886K
$27.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
199K+ 70.42% |
$6.08M - $6.12M
|
482K
$14.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
186K+ 96.42% |
$5.68M - $5.73M
|
380K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 11.53% |
$5.15M - $5.19M
|
1.63M
$50.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
168KNew |
$5.12M - $5.16M
|
168K
$5.17M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139K+ 23.36% |
$4.24M - $4.27M
|
734K
$22.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
137K+ 76.57% |
$4.18M - $4.21M
|
316K
$9.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115K+ 11.42% |
$3.51M - $3.54M
|
1.12M
$34.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
103KNew |
$3.13M - $3.16M
|
103K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
70.6KNew |
$2.15M - $2.17M
|
70.6K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
68.1K+ 635.69% |
$2.08M - $2.09M
|
78.8K
$2.43M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
56K+ 168.08% |
$1.71M - $1.72M
|
89.3K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
54.7K+ 15.36% |
$1.67M - $1.68M
|
411K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.1K+ 24.09% |
$1.59M - $1.6M
|
269K
$8.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
48K+ 17.21% |
$1.46M - $1.47M
|
327K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
46.2K+ 13.02% |
$1.41M - $1.42M
|
401K
$12.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.4KNew |
$1.33M - $1.33M
|
43.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.1KNew |
$1.28M - $1.29M
|
42.1K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
40.7K+ 13.4% |
$1.24M - $1.25M
|
345K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
39.3K+ 3.89% |
$1.2M - $1.21M
|
1.05M
$32.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.7K+ 88.31% |
$1.09M - $1.1M
|
76.2K
$2.35M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
34.8KNew |
$1.06M - $1.07M
|
34.8K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
33.9KNew |
$1.04M - $1.04M
|
33.9K
$1.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
32.2KNew |
$983K - $990K
|
32.2K
$992K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.8K+ 31.72% |
$970K - $977K
|
132K
$4.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31.3K+ 6.15% |
$956K - $963K
|
541K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
30.1K+ 7.44% |
$918K - $924K
|
434K
$13.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.1K+ 125.27% |
$674K - $679K
|
39.8K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.5K+ 4.96% |
$656K - $661K
|
455K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.4KNew |
$654K - $659K
|
21.4K
$660K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21.3K+ 37.76% |
$650K - $655K
|
77.7K
$2.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21K+ 10.54% |
$640K - $644K
|
220K
$6.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
18.6KNew |
$569K - $573K
|
18.6K
$574K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$542K - $546K
|
17.8K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
17.5K+ 26.8% |
$534K - $538K
|
82.8K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 10.35% |
$518K - $521K
|
181K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.8K+ 6.54% |
$514K - $517K
|
274K
$8.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 102.26% |
$490K - $493K
|
31.7K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.7KNew |
$417K - $420K
|
13.7K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
13.2K+ 4.62% |
$402K - $405K
|
298K
$9.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 0.48% |
$374K - $376K
|
2.54M
$78.3M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
11.6K+ 17.95% |
$352K - $355K
|
75.9K
$2.34M
|