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 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.22K- 47.67% |
$158K - $159K
|
5.73K
$176K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-5.31K- 4.58% |
$160K - $161K
|
111K
$3.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.71K- 3.23% |
$172K - $174K
|
171K
$5.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.97K- 0.54% |
$180K - $182K
|
1.09M
$33.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.34K- 1.13% |
$191K - $193K
|
556K
$17.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-6.37K- 23.23% |
$192K - $194K
|
21K
$648K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.37K- 13.24% |
$192K - $194K
|
41.7K
$1.29M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.6K- 21.87% |
$199K - $201K
|
23.6K
$726K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.19K- 50.0% |
$217K - $219K
|
7.19K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.41K- 7.68% |
$224K - $225K
|
89.1K
$2.74M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.69K- 5.58% |
$232K - $234K
|
130K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.99K- 16.38% |
$241K - $243K
|
40.8K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8K- 62.17% |
$242K - $243K
|
4.87K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.33K- 2.62% |
$251K - $253K
|
310K
$9.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.38K- 5.17% |
$253K - $255K
|
154K
$4.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-8.72K- 4.06% |
$263K - $265K
|
206K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.38K- 79.22% |
$283K - $285K
|
2.46K
$75.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9.59K- 10.91% |
$289K - $291K
|
78.3K
$2.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-9.72K- 24.26% |
$293K - $296K
|
30.3K
$935K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.76K- 52.64% |
$295K - $297K
|
8.78K
$270K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.4KClosed |
$314K - $316K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-10.9K- 47.49% |
$328K - $330K
|
12K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-12KClosed |
$362K - $365K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-12.5K- 15.69% |
$377K - $380K
|
67.1K
$2.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-13.1K- 12.82% |
$395K - $398K
|
88.9K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.6K- 9.04% |
$409K - $412K
|
136K
$4.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14.4K- 30.7% |
$435K - $438K
|
32.5K
$1M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-14.6K- 9.52% |
$442K - $445K
|
139K
$4.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.6K- 6.53% |
$470K - $474K
|
223K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19.8K- 32.84% |
$597K - $601K
|
40.4K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-21.4K- 14.48% |
$645K - $650K
|
126K
$3.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.6K- 2.46% |
$713K - $718K
|
938K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-24.6K- 66.92% |
$743K - $748K
|
12.2K
$375K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-25.2K- 8.67% |
$760K - $765K
|
265K
$8.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-29K- 28.11% |
$877K - $883K
|
74.2K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 13.82% |
$945K - $952K
|
195K
$6.01M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-39.9K- 10.83% |
$1.2M - $1.21M
|
328K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-46K- 86.53% |
$1.39M - $1.4M
|
7.16K
$220K
|
|
|
Jan 31, 2023
Q4 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-46K- 14.59% |
$1.39M - $1.4M
|
269K
$8.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-49.9K- 4.88% |
$1.51M - $1.52M
|
972K
$29.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-59.2K- 25.97% |
$1.79M - $1.8M
|
169K
$5.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-63.4K- 16.93% |
$1.91M - $1.93M
|
311K
$9.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-66.7K- 18.62% |
$2.02M - $2.03M
|
292K
$8.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-69.9K- 17.03% |
$2.11M - $2.13M
|
341K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-76.5K- 68.27% |
$2.31M - $2.33M
|
35.6K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-110K- 33.3% |
$3.32M - $3.34M
|
220K
$6.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-122K- 21.9% |
$3.69M - $3.71M
|
435K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-132K- 3.02% |
$3.99M - $4.02M
|
4.24M
$131M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-144K- 8.72% |
$4.36M - $4.39M
|
1.51M
$46.5M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-161K- 44.88% |
$4.87M - $4.9M
|
198K
$6.1M
|