Purchases and Sales Made in Q2 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
7.35K+ 9.08% |
$223K - $225K
|
88.2K
$2.72M
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
6.47K+ 7.49% |
$196K - $199K
|
92.9K
$2.87M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.02K+ 62.18% |
$182K - $185K
|
15.7K
$484K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.53K+ 1.92% |
$168K - $170K
|
293K
$9.04M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.53K+ 2.62% |
$168K - $170K
|
216K
$6.68M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.8K+ 70.86% |
$146K - $147K
|
11.6K
$357K
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.63K+ 31.92% |
$140K - $142K
|
19.1K
$591K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.57K+ 43.05% |
$139K - $140K
|
15.2K
$469K
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.56K+ 1.66% |
$138K - $140K
|
280K
$8.63M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.29K+ 9.97% |
$130K - $132K
|
47.3K
$1.46M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.19K+ 2.2% |
$127K - $129K
|
195K
$6M
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.08K+ 5.39% |
$124K - $125K
|
79.8K
$2.46M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08K+ 17.7% |
$124K - $125K
|
27.1K
$837K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.95K+ 2.61% |
$120K - $121K
|
155K
$4.78M
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
3.1K+ 4.37% |
$94K - $95.1K
|
74.1K
$2.29M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.88K+ 7.67% |
$87.4K - $88.5K
|
40.5K
$1.25M
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.62K+ 3.75% |
$79.3K - $80.3K
|
72.4K
$2.23M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.39K+ 10.99% |
$72.4K - $73.2K
|
24.1K
$744K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
2.39K+ 1.01% |
$72.3K - $73.2K
|
238K
$7.35M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 8.77% |
$71.5K - $72.3K
|
29.2K
$901K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.27KNew |
$68.7K - $69.5K
|
2.27K
$69.9K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.09K+ 22.48% |
$63.5K - $64.2K
|
11.4K
$352K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 0.83% |
$62.7K - $63.5K
|
252K
$7.77M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.01K+ 1.98% |
$61K - $61.7K
|
104K
$3.2M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.77K+ 0.91% |
$53.7K - $54.3K
|
195K
$6.03M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.75KNew |
$53K - $53.6K
|
1.75K
$53.9K
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.66K+ 1.03% |
$50.4K - $51K
|
162K
$5.01M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.6K+ 6.41% |
$48.5K - $49.1K
|
26.6K
$819K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.52K+ 2.97% |
$45.9K - $46.5K
|
52.5K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.48K+ 4.38% |
$45K - $45.5K
|
35.4K
$1.09M
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.33K+ 3.56% |
$40.2K - $40.7K
|
38.6K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 5.38% |
$38.1K - $38.5K
|
24.6K
$758K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.25K+ 1.03% |
$37.9K - $38.4K
|
123K
$3.78M
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.19K+ 1.85% |
$35.9K - $36.4K
|
65.3K
$2.01M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.13K+ 0.94% |
$34.3K - $34.7K
|
121K
$3.74M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.13K+ 6.8% |
$34.2K - $34.6K
|
17.7K
$546K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
970+ 8.29% |
$29.4K - $29.8K
|
12.7K
$391K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
705+ 15.02% |
$21.4K - $21.6K
|
5.4K
$167K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
684+ 4.03% |
$20.7K - $21K
|
17.6K
$544K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
561New |
$17K - $17.2K
|
561
$17.3K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
560New |
$17K - $17.2K
|
560
$17.3K
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
518+ 0.86% |
$15.7K - $15.9K
|
60.7K
$1.87M
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
517+ 5.62% |
$15.7K - $15.9K
|
9.72K
$300K
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
465+ 0.7% |
$14.1K - $14.3K
|
67.3K
$2.08M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
356+ 0.83% |
$10.8K - $10.9K
|
43.2K
$1.33M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$9.1K - $9.21K
|
300
$9.26K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216New |
$6.55K - $6.63K
|
216
$6.66K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
197+ 0.28% |
$5.98K - $6.05K
|
71.1K
$2.19M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
186+ 2.16% |
$5.64K - $5.71K
|
8.79K
$271K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.85K - $4.91K
|
160
$4.94K
|