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 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-171- 2.02% |
$5.21K - $5.25K
|
8.3K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-275- 2.08% |
$8.38K - $8.45K
|
12.9K
$398K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-282- 1.15% |
$8.6K - $8.66K
|
24.2K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-298- 9.45% |
$9.09K - $9.15K
|
2.86K
$88K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-336- 12.14% |
$10.2K - $10.3K
|
2.43K
$74.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-357- 50.78% |
$10.9K - $11K
|
346
$10.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-392- 2.17% |
$12K - $12K
|
17.7K
$545K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 4.28% |
$12.2K - $12.3K
|
8.96K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-400- 30.28% |
$12.2K - $12.3K
|
921
$28.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-402- 2.5% |
$12.3K - $12.3K
|
15.7K
$483K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-496- 2.78% |
$15.1K - $15.2K
|
17.3K
$534K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-517- 1.75% |
$15.8K - $15.9K
|
29K
$893K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-520- 5.87% |
$15.9K - $16K
|
8.34K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-625- 21.78% |
$19.1K - $19.2K
|
2.24K
$69.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-695- 99.43% |
$21.2K - $21.3K
|
4
$123
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-715- 28.44% |
$21.8K - $22K
|
1.8K
$55.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-832- 2.1% |
$25.4K - $25.6K
|
38.8K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-970- 7.38% |
$29.6K - $29.8K
|
12.2K
$375K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1K- 6.04% |
$30.5K - $30.7K
|
15.6K
$479K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.01K- 6.63% |
$30.9K - $31.1K
|
14.3K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.07K- 3.06% |
$32.7K - $33K
|
34K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.1K- 0.19% |
$33.7K - $33.9K
|
567K
$17.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.18K- 8.5% |
$36K - $36.2K
|
12.7K
$391K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.32K- 1.47% |
$40.3K - $40.6K
|
88.4K
$2.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-1.44K- 5.76% |
$43.9K - $44.3K
|
23.6K
$727K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.59K- 10.34% |
$48.5K - $48.8K
|
13.8K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 12.35% |
$51.4K - $51.8K
|
12K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.77K- 5.23% |
$53.9K - $54.3K
|
32K
$987K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.06K- 22.18% |
$62.7K - $63.1K
|
7.21K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 14.07% |
$69.5K - $70K
|
13.9K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.32K- 99.27% |
$70.9K - $71.4K
|
17
$524
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.37K- 25.32% |
$72.3K - $72.8K
|
7K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 4.45% |
$73.2K - $73.7K
|
51.6K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.72K- 5.79% |
$82.8K - $83.4K
|
44.1K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.93K- 39.65% |
$89.4K - $90K
|
4.46K
$137K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.04K- 16.32% |
$92.8K - $93.5K
|
15.6K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.27K- 33.13% |
$99.5K - $100K
|
6.59K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.47K- 83.26% |
$106K - $106K
|
697
$21.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 1.18% |
$107K - $108K
|
296K
$9.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.76K- 10.58% |
$115K - $116K
|
31.8K
$979K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.77K- 35.97% |
$115K - $116K
|
6.71K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.78K- 2.67% |
$115K - $116K
|
138K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.8K- 3.85% |
$116K - $117K
|
94.7K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.88K- 2.93% |
$118K - $119K
|
128K
$3.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4.18K- 45.37% |
$127K - $128K
|
5.03K
$155K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.26K- 1.43% |
$130K - $131K
|
294K
$9.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.28K- 22.19% |
$131K - $132K
|
15K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.39K- 7.91% |
$134K - $135K
|
51.1K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.41K- 23.7% |
$135K - $136K
|
14.2K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.04K- 64.87% |
$154K - $155K
|
2.73K
$84.1K
|