Purchases and Sales Made in Q3 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q3 2024. 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 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.42KNew |
$288K - $291K
|
9.42K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.2K+ 54.93% |
$281K - $284K
|
25.9K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.05K+ 22.73% |
$276K - $279K
|
48.9K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.59KNew |
$262K - $265K
|
8.59K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
8.34K+ 10.08% |
$255K - $257K
|
91.1K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.22KNew |
$251K - $253K
|
8.22K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
8.14KNew |
$249K - $251K
|
8.14K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.1KNew |
$247K - $250K
|
8.1K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.98K+ 50.31% |
$244K - $246K
|
23.8K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.7K+ 3.06% |
$235K - $237K
|
259K
$7.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.63K+ 82.64% |
$233K - $235K
|
16.9K
$519K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.56KNew |
$231K - $233K
|
7.56K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
7.3K+ 5.43% |
$223K - $225K
|
142K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.25KNew |
$221K - $224K
|
7.25K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.25KNew |
$221K - $224K
|
7.25K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.22KNew |
$221K - $223K
|
7.22K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.63K+ 12.36% |
$203K - $205K
|
60.3K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.31K+ 2.88% |
$193K - $195K
|
226K
$6.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.08K+ 45.45% |
$186K - $188K
|
19.5K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.01K+ 81.81% |
$184K - $185K
|
13.4K
$411K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.99K+ 66.77% |
$183K - $185K
|
15K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5.97KNew |
$182K - $184K
|
5.97K
$184K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.89K+ 2.22% |
$180K - $182K
|
271K
$8.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.77K+ 10.75% |
$176K - $178K
|
59.4K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 2.18% |
$150K - $151K
|
230K
$7.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.84K+ 69.01% |
$148K - $149K
|
11.9K
$365K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.77K+ 68.23% |
$146K - $147K
|
11.7K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.65K+ 4.9% |
$142K - $143K
|
99.6K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.5K+ 1.75% |
$137K - $139K
|
261K
$8.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.49KNew |
$137K - $139K
|
4.49K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 12.19% |
$132K - $133K
|
39.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.94K+ 1.31% |
$120K - $121K
|
305K
$9.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
3.92K+ 4.5% |
$120K - $121K
|
90.9K
$2.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.65K+ 3.72% |
$112K - $113K
|
102K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.61K+ 52.09% |
$110K - $111K
|
10.5K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.4K+ 33.29% |
$104K - $105K
|
13.6K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.95K+ 22.07% |
$90.2K - $91K
|
16.3K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.92K+ 7.17% |
$89.2K - $90.1K
|
43.7K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.66K+ 27.76% |
$81.4K - $82.2K
|
12.3K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 28.96% |
$79.8K - $80.5K
|
11.6K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.38K+ 2.11% |
$72.8K - $73.5K
|
115K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.36K+ 1.28% |
$72.1K - $72.8K
|
187K
$5.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.3K+ 1.89% |
$70.1K - $70.8K
|
124K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$67.2K - $67.9K
|
2.2K
$67.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.95K+ 12.53% |
$59.5K - $60.1K
|
17.5K
$538K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.85K+ 3.55% |
$56.6K - $57.2K
|
54K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.83KNew |
$55.8K - $56.3K
|
1.83K
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 14.71% |
$49.3K - $49.8K
|
12.6K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.56K+ 6.9% |
$47.6K - $48K
|
24.1K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 0.5% |
$43.1K - $43.5K
|
281K
$8.67M
|