Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 8.8% |
$473K - $484K
|
195K
$6.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
14.5KNew |
$435K - $445K
|
14.5K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.4K+ 3.36% |
$432K - $443K
|
444K
$13.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.1K+ 9.62% |
$423K - $434K
|
161K
$4.97M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.4KNew |
$401K - $411K
|
13.4K
$413K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.4KNew |
$401K - $410K
|
13.4K
$413K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
12.5K+ 9.22% |
$376K - $385K
|
149K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$349K - $358K
|
11.7K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.7KNew |
$349K - $358K
|
11.7K
$360K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
11.4K+ 54.34% |
$343K - $351K
|
32.5K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11K+ 3.98% |
$330K - $338K
|
288K
$8.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
10.8K+ 9.74% |
$323K - $331K
|
121K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.6KNew |
$318K - $326K
|
10.6K
$328K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.83K+ 32750.0% |
$294K - $301K
|
9.86K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.31KNew |
$279K - $285K
|
9.31K
$287K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.93KNew |
$267K - $274K
|
8.93K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.47KNew |
$254K - $260K
|
8.47K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.96K+ 120.32% |
$239K - $244K
|
14.6K
$450K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
7.7K+ 12.16% |
$231K - $236K
|
71K
$2.19M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.7KNew |
$231K - $236K
|
7.7K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.67K+ 98.93% |
$230K - $235K
|
15.4K
$476K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
7.51K+ 13.46% |
$225K - $230K
|
63.3K
$1.95M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
6.89K+ 11.97% |
$206K - $211K
|
64.4K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.13K+ 2.78% |
$184K - $188K
|
227K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.63K+ 21.44% |
$169K - $173K
|
31.9K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.25K+ 29.9% |
$157K - $161K
|
22.8K
$703K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.9K+ 54.89% |
$147K - $150K
|
13.8K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.78K+ 12.5% |
$143K - $147K
|
43K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.48K+ 18.45% |
$134K - $137K
|
28.7K
$887K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.36K+ 60.68% |
$131K - $134K
|
11.6K
$356K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4.02K+ 87.76% |
$120K - $123K
|
8.6K
$265K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.92K+ 11.73% |
$117K - $120K
|
37.3K
$1.15M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.7K+ 11.49% |
$111K - $114K
|
35.9K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.66K+ 30.49% |
$110K - $112K
|
15.6K
$483K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.57K+ 12.97% |
$107K - $110K
|
31.1K
$960K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.15KNew |
$94.4K - $96.7K
|
3.15K
$97.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.87K+ 1.51% |
$86K - $88.1K
|
194K
$5.97M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.74K+ 14.19% |
$82.1K - $84.1K
|
22.1K
$681K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.7K+ 27.22% |
$80.9K - $82.8K
|
12.6K
$389K
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.62K+ 39.72% |
$78.4K - $80.3K
|
9.2K
$284K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.59K+ 28.08% |
$77.6K - $79.5K
|
11.8K
$364K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.54K+ 3.47% |
$76.1K - $77.9K
|
75.7K
$2.33M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.3K+ 47.97% |
$68.9K - $70.6K
|
7.1K
$219K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.21K+ 10.49% |
$66.1K - $67.7K
|
23.2K
$717K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.14K+ 10.94% |
$64.1K - $65.7K
|
21.7K
$670K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.11K+ 1.86% |
$63.1K - $64.6K
|
115K
$3.56M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 9.08% |
$58.2K - $59.6K
|
23.3K
$720K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.93K+ 13.3% |
$57.8K - $59.2K
|
16.4K
$507K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.85K+ 12.21% |
$55.3K - $56.6K
|
17K
$523K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.81KNew |
$54.2K - $55.5K
|
1.81K
$55.8K
|