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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.66K+ 47.09% |
$49.6K - $50.8K
|
5.18K
$160K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.65K+ 1.39% |
$49.3K - $50.5K
|
120K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.57K+ 0.58% |
$47.1K - $48.3K
|
275K
$8.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.33K+ 0.24% |
$40K - $40.9K
|
557K
$17.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$39.2K - $40.2K
|
1.31K
$40.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.3KNew |
$38.9K - $39.9K
|
1.3K
$40.1K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.01K+ 8.08% |
$30.3K - $31K
|
13.5K
$417K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
950+ 0.46% |
$28.5K - $29.1K
|
207K
$6.39M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
713+ 2228.13% |
$21.4K - $21.9K
|
745
$23K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
510+ 3.88% |
$15.3K - $15.6K
|
13.7K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
479+ 2.12% |
$14.4K - $14.7K
|
23.1K
$712K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 17.39% |
$12K - $12.3K
|
2.7K
$83.3K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
400+ 0.58% |
$12K - $12.3K
|
69.8K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
246+ 256.25% |
$7.37K - $7.55K
|
342
$10.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
243+ 0.55% |
$7.28K - $7.46K
|
44.8K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
186+ 0.92% |
$5.57K - $5.71K
|
20.5K
$633K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
$5.21K - $5.34K
|
174
$5.37K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$4.25K - $4.36K
|
142
$4.38K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
138New |
$4.13K - $4.23K
|
138
$4.26K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
113New |
$3.39K - $3.47K
|
113
$3.49K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
104+ 0.9% |
$3.12K - $3.19K
|
11.6K
$359K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
79+ 0.9% |
$2.37K - $2.42K
|
8.85K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
70+ 0.7% |
$2.1K - $2.15K
|
10.1K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
54+ 5.97% |
$1.62K - $1.66K
|
959
$29.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 32.69% |
$1.53K - $1.56K
|
207
$6.39K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 1.32% |
$1.38K - $1.41K
|
3.52K
$109K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
35+ 0.22% |
$1.05K - $1.07K
|
16.1K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 0.18% |
$929 - $951
|
17.4K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31New |
$929 - $951
|
31
$956
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
31+ 0.19% |
$929 - $951
|
16.6K
$511K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$839 - $859
|
5.56K
$172K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15+ 0.02% |
$449 - $460
|
64.1K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13New |
$389 - $399
|
13
$401
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.3% |
$330 - $337
|
3.68K
$114K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.89% |
$180 - $184
|
680
$21K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.95% |
$120 - $123
|
427
$13.2K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3+ 0.44% |
$89.9 - $92
|
682
$21K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.98% |
$30 - $30.7
|
103
$3.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.14% |
$240 - $245
|
5.72K
$176K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.31% |
$300 - $307
|
3.17K
$97.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41- 20.2% |
$1.23K - $1.26K
|
162
$5K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50- 2.2% |
$1.5K - $1.53K
|
2.22K
$68.5K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-56- 0.07% |
$1.68K - $1.72K
|
81.3K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 0.32% |
$3K - $3.07K
|
30.7K
$948K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-179- 5.02% |
$5.36K - $5.49K
|
3.39K
$105K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-199- 79.6% |
$5.96K - $6.11K
|
51
$1.57K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-215- 0.83% |
$6.44K - $6.6K
|
25.7K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-223- 2.16% |
$6.68K - $6.84K
|
10.1K
$312K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-241- 0.36% |
$7.22K - $7.39K
|
66.8K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-250- 2.44% |
$7.49K - $7.67K
|
10K
$309K
|