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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 5.18% |
$73.2K - $73.4K
|
48.6K
$1.5M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.39KNew |
$73K - $73.3K
|
2.39K
$73.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 1.89% |
$66K - $66.2K
|
117K
$3.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.98K+ 6.25% |
$60.6K - $60.7K
|
33.7K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.97K+ 1.02% |
$60.3K - $60.4K
|
195K
$6M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.84K+ 3.33% |
$56.1K - $56.3K
|
57K
$1.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1.57K+ 9.2% |
$48.1K - $48.2K
|
18.7K
$575K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.51KNew |
$46.2K - $46.4K
|
1.51K
$46.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.5K+ 9.12% |
$45.8K - $45.9K
|
17.9K
$552K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.44K+ 13.89% |
$44K - $44.1K
|
11.8K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.28K+ 3.22% |
$39K - $39.1K
|
40.9K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.12KNew |
$34.1K - $34.2K
|
1.12K
$34.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.1K+ 68.58% |
$33.6K - $33.7K
|
2.7K
$83.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.1K+ 2.3% |
$33.6K - $33.7K
|
48.8K
$1.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.02K+ 329.35% |
$31.2K - $31.3K
|
1.33K
$41K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 6.71% |
$30.7K - $30.7K
|
15.9K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
900+ 2.13% |
$27.5K - $27.6K
|
43.1K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
800+ 1.44% |
$24.4K - $24.5K
|
56.4K
$1.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
752+ 2.19% |
$23K - $23K
|
35.1K
$1.08M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
587+ 5.68% |
$17.9K - $18K
|
10.9K
$336K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
577+ 8.74% |
$17.6K - $17.7K
|
7.18K
$221K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
544+ 4.52% |
$16.6K - $16.7K
|
12.6K
$387K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
472+ 33.31% |
$14.4K - $14.5K
|
1.89K
$58.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
458+ 2.9% |
$14K - $14K
|
16.3K
$501K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
415+ 7.55% |
$12.7K - $12.7K
|
5.92K
$182K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
308New |
$9.41K - $9.44K
|
308
$9.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
287+ 1247.83% |
$8.77K - $8.8K
|
310
$9.55K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
250+ 0.6% |
$7.64K - $7.66K
|
41.9K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
202New |
$6.17K - $6.19K
|
202
$6.22K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
115New |
$3.51K - $3.52K
|
115
$3.54K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
115+ 0.28% |
$3.51K - $3.52K
|
40.7K
$1.25M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
110New |
$3.36K - $3.37K
|
110
$3.39K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
100New |
$3.06K - $3.07K
|
100
$3.08K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
88+ 16.45% |
$2.69K - $2.7K
|
623
$19.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
87New |
$2.66K - $2.67K
|
87
$2.68K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 0.11% |
$2.6K - $2.61K
|
79K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
66New |
$2.02K - $2.02K
|
66
$2.03K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
53+ 0.66% |
$1.62K - $1.62K
|
8.06K
$248K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
32New |
$978 - $981
|
32
$986
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
25+ 0.1% |
$764 - $766
|
25.7K
$793K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18+ 0.1% |
$550 - $552
|
18.4K
$567K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17New |
$520 - $521
|
17
$524
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
11New |
$336 - $337
|
11
$339
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$122 - $123
|
15.3K
$471K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$122 - $123
|
3.41K
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.13% |
$91.7 - $91.9
|
2.27K
$69.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.19% |
$61.1 - $61.3
|
1.04K
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.01% |
$30.6 - $30.7
|
7.77K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$30.6 - $30.7
|
6.63K
$204K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|