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 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.41K- 25.34% |
$165K - $166K
|
15.9K
$491K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.58K- 4.64% |
$170K - $171K
|
115K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.63K- 17.73% |
$172K - $173K
|
26.1K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5.66K- 2.39% |
$173K - $174K
|
231K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.89K- 8.35% |
$180K - $181K
|
64.7K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-5.98K- 24.93% |
$182K - $183K
|
18K
$554K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.04K- 41.97% |
$184K - $185K
|
8.35K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-6.05K- 2.43% |
$184K - $186K
|
242K
$7.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-6.3K- 3.18% |
$192K - $193K
|
192K
$5.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.43K- 24.77% |
$196K - $197K
|
19.5K
$601K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.43K- 3.99% |
$196K - $198K
|
155K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-6.51K- 9.59% |
$199K - $200K
|
61.4K
$1.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6.52K- 21.66% |
$199K - $200K
|
23.6K
$726K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.54K- 15.74% |
$199K - $201K
|
35K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-6.54K- 18.79% |
$199K - $201K
|
28.3K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.08K- 71.47% |
$216K - $217K
|
2.83K
$87K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.29K- 40.65% |
$222K - $224K
|
10.6K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.46K- 7.26% |
$227K - $229K
|
95.2K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.7K- 4.92% |
$235K - $236K
|
149K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8K- 20.0% |
$244K - $246K
|
32K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.54K- 54.15% |
$260K - $262K
|
7.23K
$223K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.86K- 7.89% |
$270K - $272K
|
103K
$3.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.07K- 4.29% |
$276K - $278K
|
202K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.14K- 3.31% |
$279K - $281K
|
267K
$8.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-9.64K- 9.2% |
$294K - $296K
|
95.2K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 23.54% |
$310K - $312K
|
33K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-10.6K- 25.79% |
$322K - $325K
|
30.4K
$937K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.6K- 24.49% |
$324K - $327K
|
32.8K
$1.01M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-10.8K- 4.17% |
$330K - $332K
|
249K
$7.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.1K- 13.76% |
$340K - $342K
|
69.9K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.3K- 6.32% |
$343K - $346K
|
167K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.8K- 33.78% |
$359K - $361K
|
23.1K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 6.43% |
$376K - $378K
|
179K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13K- 3.25% |
$396K - $399K
|
387K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-13.3K- 27.01% |
$405K - $408K
|
35.9K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-13.5K- 41.86% |
$411K - $414K
|
18.7K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.7K- 4.7% |
$416K - $419K
|
277K
$8.52M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-14.8K- 13.78% |
$452K - $455K
|
92.7K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 2.3% |
$514K - $518K
|
717K
$22.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 4.62% |
$531K - $535K
|
359K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.4K- 21.29% |
$560K - $564K
|
67.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.7K- 5.54% |
$694K - $699K
|
388K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.3K- 16.51% |
$740K - $745K
|
123K
$3.78M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-28.4K- 37.4% |
$865K - $872K
|
47.5K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.8K- 77.48% |
$939K - $946K
|
8.95K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-37.3K- 9.3% |
$1.14M - $1.15M
|
364K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-38.4K- 35.7% |
$1.17M - $1.18M
|
69.1K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-40.1K- 4.86% |
$1.22M - $1.23M
|
785K
$24.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 48.07% |
$1.33M - $1.34M
|
47K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-43.9K- 16.01% |
$1.34M - $1.35M
|
230K
$7.09M
|