Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2022. 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 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.4KNew |
$524K - $528K
|
17.4K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17.1KNew |
$515K - $518K
|
17.1K
$525K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
16.3K+ 95.73% |
$493K - $496K
|
33.4K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16KNew |
$484K - $487K
|
16K
$494K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
15.1K+ 68.36% |
$457K - $460K
|
37.3K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14K+ 5.34% |
$424K - $427K
|
277K
$8.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
13.6KNew |
$411K - $414K
|
13.6K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12.7K+ 2.28% |
$385K - $388K
|
572K
$17.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12KNew |
$362K - $365K
|
12K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 8.95% |
$354K - $357K
|
143K
$4.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11.7K+ 4.2% |
$354K - $356K
|
291K
$8.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
11.6K+ 22.43% |
$350K - $353K
|
63.3K
$1.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
10.3KNew |
$309K - $312K
|
10.3K
$316K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
9.78KNew |
$295K - $297K
|
9.78K
$301K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.72KNew |
$293K - $295K
|
9.72K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.09KNew |
$274K - $276K
|
9.09K
$280K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.29KNew |
$250K - $252K
|
8.29K
$255K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.94K+ 2.12% |
$240K - $242K
|
383K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.93KNew |
$239K - $241K
|
7.93K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.75KNew |
$234K - $236K
|
7.75K
$239K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.7K+ 60.96% |
$232K - $234K
|
20.3K
$626K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.69K+ 2.12% |
$232K - $234K
|
370K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
7.67KNew |
$232K - $233K
|
7.67K
$236K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.66KNew |
$231K - $233K
|
7.66K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
7.6KNew |
$229K - $231K
|
7.6K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.58KNew |
$229K - $230K
|
7.58K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7.38K+ 291.51% |
$223K - $225K
|
9.92K
$305K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.09K+ 1.78% |
$214K - $216K
|
405K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.9K+ 15.21% |
$208K - $210K
|
52.3K
$1.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.73K+ 2.28% |
$203K - $205K
|
301K
$9.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.62KNew |
$200K - $201K
|
6.62K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
6.61K+ 36.48% |
$200K - $201K
|
24.7K
$762K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.6KNew |
$199K - $201K
|
6.6K
$203K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.37K+ 35.33% |
$192K - $194K
|
24.4K
$752K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.88K+ 72.12% |
$178K - $179K
|
14K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.87K+ 36.97% |
$177K - $179K
|
21.8K
$670K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
5.61K+ 29.57% |
$169K - $171K
|
24.6K
$757K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.3KNew |
$160K - $161K
|
5.3K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.04K+ 233.49% |
$152K - $153K
|
7.2K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.01K+ 15.09% |
$151K - $152K
|
38.2K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.8K+ 4.42% |
$145K - $146K
|
113K
$3.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.53K+ 12.73% |
$137K - $138K
|
40.1K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.29K+ 1.07% |
$129K - $130K
|
406K
$12.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.16KNew |
$126K - $127K
|
4.16K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.02K+ 23.62% |
$121K - $122K
|
21K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.85K+ 1.43% |
$116K - $117K
|
273K
$8.42M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.79K+ 6.28% |
$114K - $115K
|
64.1K
$1.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.75K+ 33.04% |
$113K - $114K
|
15.1K
$466K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.67K+ 2.77% |
$111K - $112K
|
136K
$4.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.57KNew |
$108K - $108K
|
3.57K
$110K
|