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 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.44KNew |
$104K - $104K
|
3.44K
$106K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
3.35K+ 3.06% |
$101K - $102K
|
113K
$3.47M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.34K+ 19.24% |
$101K - $101K
|
20.7K
$636K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.85K+ 29.52% |
$86.1K - $86.8K
|
12.5K
$385K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.39K+ 186.65% |
$72.2K - $72.7K
|
3.67K
$113K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.34K+ 26.3% |
$70.6K - $71.1K
|
11.2K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.3KNew |
$69.4K - $69.9K
|
2.3K
$70.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.19K+ 27.96% |
$66K - $66.4K
|
10K
$308K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$65.4K - $65.9K
|
2.17K
$66.7K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.16KNew |
$65.2K - $65.7K
|
2.16K
$66.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12K+ 7.38% |
$64K - $64.4K
|
30.9K
$949K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.08K+ 0.61% |
$62.8K - $63.3K
|
342K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 5.79% |
$58.5K - $59K
|
35.4K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.75KNew |
$52.9K - $53.3K
|
1.75K
$53.9K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.64K+ 1.49% |
$49.5K - $49.9K
|
112K
$3.44M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 8.14% |
$48.6K - $49K
|
21.4K
$658K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.56K+ 0.83% |
$47K - $47.3K
|
189K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 6.74% |
$46.3K - $46.6K
|
24.3K
$746K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.5K+ 2.21% |
$45.3K - $45.7K
|
69.4K
$2.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 12.48% |
$44.4K - $44.7K
|
13.3K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.25KNew |
$37.6K - $37.9K
|
1.25K
$38.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.18K+ 6.44% |
$35.7K - $36K
|
19.6K
$602K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.08KNew |
$32.7K - $32.9K
|
1.08K
$33.3K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.08K+ 1.68% |
$32.5K - $32.7K
|
65K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.01K+ 0.28% |
$30.5K - $30.7K
|
365K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
959+ 41.93% |
$29K - $29.2K
|
3.25K
$99.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
849+ 1.7% |
$25.6K - $25.8K
|
50.9K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
760+ 1.74% |
$22.9K - $23.1K
|
44.5K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
750New |
$22.6K - $22.8K
|
750
$23.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
726+ 5.61% |
$21.9K - $22.1K
|
13.7K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
718New |
$21.7K - $21.8K
|
718
$22.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$21.1K - $21.3K
|
1.4K
$43.1K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
658+ 3.15% |
$19.9K - $20K
|
21.5K
$662K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
569New |
$17.2K - $17.3K
|
569
$17.5K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
527+ 35.16% |
$15.9K - $16K
|
2.03K
$62.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
518+ 0.27% |
$15.6K - $15.8K
|
191K
$5.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
506+ 1.15% |
$15.3K - $15.4K
|
44.5K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
474+ 3.1% |
$14.3K - $14.4K
|
15.8K
$485K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
468+ 2.74% |
$14.1K - $14.2K
|
17.5K
$540K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
400New |
$12.1K - $12.2K
|
400
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
334+ 1.73% |
$10.1K - $10.2K
|
19.7K
$605K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$9.96K - $10K
|
330
$10.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
313New |
$9.45K - $9.52K
|
313
$9.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$9.06K - $9.12K
|
300
$9.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
250New |
$7.55K - $7.6K
|
250
$7.69K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
225+ 0.49% |
$6.79K - $6.84K
|
46.4K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
175+ 1.45% |
$5.28K - $5.32K
|
12.3K
$378K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
166+ 0.3% |
$5.01K - $5.05K
|
55.8K
$1.72M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 5.12% |
$4.68K - $4.71K
|
3.18K
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.53K - $4.56K
|
150
$4.61K
|