Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2023. 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 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.7KNew |
$327K - $329K
|
10.7K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.75K+ 4.88% |
$297K - $300K
|
209K
$6.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.73K+ 5.9% |
$297K - $299K
|
175K
$5.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.34K+ 35.51% |
$285K - $287K
|
35.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
9.27KNew |
$283K - $285K
|
9.27K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9KNew |
$274K - $276K
|
9K
$277K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.63KNew |
$263K - $265K
|
8.63K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.51KNew |
$260K - $261K
|
8.51K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.48K+ 59.87% |
$259K - $261K
|
22.7K
$698K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.48KNew |
$258K - $260K
|
8.48K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.02KNew |
$244K - $246K
|
8.02K
$247K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.65KNew |
$233K - $235K
|
7.65K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.53KNew |
$230K - $231K
|
7.53K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$228K - $229K
|
7.47K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.72KNew |
$205K - $206K
|
6.72K
$207K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.61K+ 8.01% |
$202K - $203K
|
89.2K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.57K+ 66.95% |
$200K - $202K
|
16.4K
$505K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.3K+ 7.66% |
$192K - $193K
|
88.5K
$2.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.75K+ 14.13% |
$175K - $177K
|
46.5K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.49K+ 3.04% |
$167K - $169K
|
186K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.07K+ 19.07% |
$154K - $156K
|
31.6K
$974K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.38KNew |
$134K - $135K
|
4.38K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.3K+ 3.58% |
$131K - $132K
|
124K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.83KNew |
$117K - $118K
|
3.83K
$118K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.69K+ 1.84% |
$113K - $113K
|
204K
$6.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.65K+ 0.62% |
$111K - $112K
|
592K
$18.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.56K+ 4.61% |
$109K - $109K
|
80.9K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
3.09K+ 5.48% |
$94.2K - $94.9K
|
59.5K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 5.98% |
$92K - $92.7K
|
53.5K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.83K+ 13.58% |
$86.4K - $87K
|
23.7K
$730K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.78K+ 2.74% |
$84.7K - $85.3K
|
104K
$3.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.72K+ 0.8% |
$82.8K - $83.4K
|
342K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.57K+ 15.51% |
$78.5K - $79K
|
19.2K
$590K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.56KNew |
$78K - $78.6K
|
2.56K
$78.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.12KNew |
$64.6K - $65.1K
|
2.12K
$65.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.94K+ 4.07% |
$59.1K - $59.5K
|
49.6K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.8K+ 11.38% |
$55K - $55.4K
|
17.7K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.79KNew |
$54.5K - $54.8K
|
1.79K
$55K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
1.76K+ 2.16% |
$53.7K - $54.1K
|
83.2K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.69K+ 6.89% |
$51.5K - $51.9K
|
26.2K
$807K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.4K+ 5.81% |
$42.7K - $43K
|
25.5K
$786K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.6K - $39.9K
|
1.3K
$40K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.21K+ 1.86% |
$36.9K - $37.2K
|
66.1K
$2.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
811+ 0.12% |
$24.7K - $24.9K
|
691K
$21.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
800+ 3.58% |
$24.4K - $24.6K
|
23.1K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
785+ 1.28% |
$23.9K - $24.1K
|
62.1K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
751+ 1.45% |
$22.9K - $23.1K
|
52.6K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
735+ 5.44% |
$22.4K - $22.6K
|
14.3K
$439K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
723+ 6.43% |
$22K - $22.2K
|
12K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
704+ 4.14% |
$21.5K - $21.6K
|
17.7K
$546K
|