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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 2.08% |
$4.47K - $4.5K
|
7.25K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
142+ 18.61% |
$4.29K - $4.32K
|
905
$27.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
136+ 1.19% |
$4.11K - $4.14K
|
11.5K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93New |
$2.81K - $2.83K
|
93
$2.86K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
46+ 1.01% |
$1.39K - $1.4K
|
4.58K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
39+ 0.24% |
$1.18K - $1.19K
|
16.5K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
36New |
$1.09K - $1.09K
|
36
$1.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.96% |
$996 - $1K
|
3.48K
$107K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14+ 0.1% |
$423 - $426
|
13.7K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.02% |
$392 - $395
|
66.3K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9+ 0.14% |
$272 - $274
|
6.33K
$195K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 1.2% |
$242 - $243
|
674
$20.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
6New |
$181 - $182
|
6
$185
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
4+ 0.59% |
$121 - $122
|
679
$20.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.25% |
$121 - $122
|
1.61K
$49.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$60.4 - $60.8
|
7.24K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.99% |
$30.2 - $30.4
|
102
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 0.59% |
$362 - $365
|
2.03K
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12- 0.16% |
$362 - $365
|
7.42K
$229K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-20- 0.12% |
$604 - $608
|
17.3K
$532K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.42% |
$1.24K - $1.25K
|
9.74K
$300K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-58- 0.04% |
$1.75K - $1.76K
|
130K
$4.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-59- 0.66% |
$1.78K - $1.79K
|
8.93K
$275K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-120- 80.0% |
$3.62K - $3.65K
|
30
$924
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 6.2% |
$4.53K - $4.56K
|
2.27K
$69.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-155- 14.83% |
$4.68K - $4.71K
|
890
$27.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-160- 2.08% |
$4.83K - $4.87K
|
7.53K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-192- 2.09% |
$5.8K - $5.84K
|
8.99K
$277K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-206- 1.68% |
$6.22K - $6.26K
|
12.1K
$372K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-236- 55.27% |
$7.12K - $7.18K
|
191
$5.88K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-240- 1.32% |
$7.25K - $7.3K
|
17.9K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-278- 7.32% |
$8.39K - $8.45K
|
3.52K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-334- 4.76% |
$10.1K - $10.2K
|
6.68K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-351- 2.69% |
$10.6K - $10.7K
|
12.7K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-434- 7.27% |
$13.1K - $13.2K
|
5.53K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-445- 8.18% |
$13.4K - $13.5K
|
4.99K
$154K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-453- 1.95% |
$13.7K - $13.8K
|
22.8K
$703K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-463- 52.26% |
$14K - $14.1K
|
423
$13K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-553- 1.97% |
$16.7K - $16.8K
|
27.6K
$849K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-639- 75.89% |
$19.3K - $19.4K
|
203
$6.25K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-666- 3.68% |
$20.1K - $20.3K
|
17.4K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-791- 3.38% |
$23.9K - $24.1K
|
22.6K
$696K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-800- 14.23% |
$24.2K - $24.3K
|
4.82K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-840- 6.58% |
$25.4K - $25.5K
|
11.9K
$367K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-918- 12.23% |
$27.7K - $27.9K
|
6.59K
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-975- 3.07% |
$29.4K - $29.6K
|
30.8K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1K- 3.85% |
$30.2K - $30.4K
|
25K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1K- 3.22% |
$30.2K - $30.4K
|
30K
$925K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 86.01% |
$31.2K - $31.4K
|
168
$5.17K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.06K- 5.92% |
$31.9K - $32.1K
|
16.8K
$517K
|