Purchases and Sales Made in Q4 2021 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
789K+ 264.04% |
$24.1M - $24.2M
|
1.09M
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
591K+ 19.33% |
$18.1M - $18.1M
|
3.65M
$112M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
573K+ 634.09% |
$17.5M - $17.6M
|
663K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
416KNew |
$12.7M - $12.7M
|
416K
$12.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
344KNew |
$10.5M - $10.5M
|
344K
$10.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
340KNew |
$10.4M - $10.4M
|
340K
$10.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
323KNew |
$9.87M - $9.9M
|
323K
$9.95M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
238KNew |
$7.27M - $7.29M
|
238K
$7.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
222KNew |
$6.8M - $6.82M
|
222K
$6.85M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
149KNew |
$4.56M - $4.57M
|
149K
$4.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
114KNew |
$3.48M - $3.49M
|
114K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112K+ 693.04% |
$3.42M - $3.43M
|
128K
$3.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
112K+ 24.46% |
$3.41M - $3.42M
|
568K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
105K+ 744.51% |
$3.21M - $3.22M
|
119K
$3.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
102K+ 68.51% |
$3.13M - $3.14M
|
252K
$7.76M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
99.9KNew |
$3.05M - $3.06M
|
99.9K
$3.08M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
97.7KNew |
$2.99M - $2.99M
|
97.7K
$3.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
96.5K+ 2.11% |
$2.95M - $2.96M
|
4.66M
$144M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.2KNew |
$2.76M - $2.76M
|
90.2K
$2.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89.2K+ 70.63% |
$2.73M - $2.74M
|
216K
$6.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
77.3K+ 43.72% |
$2.36M - $2.37M
|
254K
$7.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
76.9KNew |
$2.35M - $2.36M
|
76.9K
$2.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
75.9K+ 3.69% |
$2.32M - $2.33M
|
2.14M
$65.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75K+ 2.36% |
$2.29M - $2.3M
|
3.26M
$100M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
74.4K+ 30.19% |
$2.27M - $2.28M
|
321K
$9.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
72.4KNew |
$2.21M - $2.22M
|
72.4K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70.9K+ 23.78% |
$2.17M - $2.17M
|
369K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.1K+ 14.17% |
$2.14M - $2.15M
|
565K
$17.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
67.7KNew |
$2.07M - $2.07M
|
67.7K
$2.08M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
65.3K+ 157.45% |
$2M - $2M
|
107K
$3.29M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
61.8KNew |
$1.89M - $1.9M
|
61.8K
$1.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
59.3K+ 2.63% |
$1.81M - $1.82M
|
2.32M
$71.3M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
52.5K+ 20.72% |
$1.61M - $1.61M
|
306K
$9.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
49.5K+ 16.76% |
$1.51M - $1.52M
|
345K
$10.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46.8K+ 74.6% |
$1.43M - $1.43M
|
109K
$3.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45.1K+ 260.25% |
$1.38M - $1.38M
|
62.4K
$1.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
43.8K+ 23.01% |
$1.34M - $1.34M
|
234K
$7.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
38.9KNew |
$1.19M - $1.19M
|
38.9K
$1.2M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.6KNew |
$1.12M - $1.12M
|
36.6K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
33.8K+ 13.15% |
$1.03M - $1.04M
|
291K
$8.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.7K+ 2.85% |
$968K - $971K
|
1.14M
$35.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.3K+ 8.66% |
$957K - $960K
|
393K
$12.1M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.7KNew |
$938K - $941K
|
30.7K
$946K
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26.8KNew |
$819K - $822K
|
26.8K
$826K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.7K+ 12.05% |
$817K - $819K
|
249K
$7.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
24.2KNew |
$740K - $742K
|
24.2K
$746K
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
23.6K+ 9.68% |
$721K - $723K
|
267K
$8.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.3K+ 23.86% |
$681K - $683K
|
116K
$3.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
22.3K+ 97.17% |
$681K - $683K
|
45.2K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
20.6K+ 6.1% |
$629K - $631K
|
358K
$11M
|