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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10K- 49.6% |
$306K - $309K
|
10.2K
$313K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.4K- 34.59% |
$347K - $350K
|
21.5K
$661K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.4K- 98.19% |
$349K - $352K
|
210
$6.47K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12K- 98.88% |
$368K - $372K
|
136
$4.19K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 52.31% |
$383K - $387K
|
11.4K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-13.7K- 20.16% |
$420K - $424K
|
54.4K
$1.68M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.8K- 33.09% |
$421K - $425K
|
27.9K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 32.89% |
$431K - $435K
|
28.8K
$887K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.3K- 45.5% |
$438K - $442K
|
17.2K
$529K
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-14.7K- 17.38% |
$448K - $453K
|
69.7K
$2.15M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-15.7K- 6.46% |
$479K - $484K
|
227K
$6.99M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 9.99% |
$496K - $501K
|
146K
$4.51M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-16.7K- 98.35% |
$510K - $515K
|
280
$8.62K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17.8K- 36.24% |
$542K - $548K
|
31.2K
$962K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20.2K- 24.74% |
$618K - $624K
|
61.5K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-21.7K- 26.8% |
$662K - $669K
|
59.2K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-22.1K- 3.01% |
$674K - $680K
|
710K
$21.9M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.7K- 9.09% |
$723K - $731K
|
237K
$7.29M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-24.5K- 6.57% |
$749K - $757K
|
349K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 67.5% |
$788K - $796K
|
12.4K
$383K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-28.2K- 45.98% |
$860K - $869K
|
33.1K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-28.8K- 46.44% |
$879K - $888K
|
33.2K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30K- 21.01% |
$917K - $926K
|
113K
$3.48M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.1K- 24.42% |
$920K - $929K
|
93.2K
$2.87M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31.2K- 99.55% |
$954K - $964K
|
142
$4.37K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-32.3K- 62.22% |
$985K - $995K
|
19.6K
$603K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-34.2K- 46.4% |
$1.05M - $1.06M
|
39.6K
$1.22M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-34.7K- 11.33% |
$1.06M - $1.07M
|
271K
$8.36M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-44K- 16.47% |
$1.34M - $1.36M
|
223K
$6.87M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.9K- 12.79% |
$1.37M - $1.38M
|
306K
$9.42M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-56.4K- 99.69% |
$1.72M - $1.74M
|
174
$5.36K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-58.4K- 44.41% |
$1.78M - $1.8M
|
73.1K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-59K- 16.41% |
$1.8M - $1.82M
|
301K
$9.26M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-68.9K- 8.49% |
$2.1M - $2.13M
|
742K
$22.9M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-80.3K- 68.3% |
$2.45M - $2.48M
|
37.3K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88.3K- 17.12% |
$2.7M - $2.73M
|
428K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.1K- 47.87% |
$2.81M - $2.84M
|
100K
$3.09M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110K- 81.69% |
$3.36M - $3.4M
|
24.7K
$760K
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-110K- 75.28% |
$3.37M - $3.41M
|
36.3K
$1.12M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-111K- 15.03% |
$3.38M - $3.41M
|
625K
$19.3M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-140K- 99.66% |
$4.29M - $4.33M
|
478
$14.7K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-141K- 3.89% |
$4.32M - $4.36M
|
3.49M
$108M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-161K- 20.0% |
$4.92M - $4.97M
|
644K
$19.8M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-210K- 99.49% |
$6.4M - $6.47M
|
1.07K
$33K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-225K- 100.0% |
$6.86M - $6.93M
|
5
$154
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-280K- 17.98% |
$8.56M - $8.65M
|
1.28M
$39.4M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-283K- 31.38% |
$8.66M - $8.74M
|
620K
$19.1M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-345K- 77.8% |
$10.5M - $10.6M
|
98.5K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-361K- 59.18% |
$11M - $11.1M
|
249K
$7.67M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-379K- 16.3% |
$11.6M - $11.7M
|
1.95M
$59.9M
|