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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
158+ 1.36% |
$4.79K - $4.85K
|
11.8K
$364K
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
128+ 0.95% |
$3.88K - $3.93K
|
13.7K
$421K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
119+ 1.34% |
$3.61K - $3.65K
|
8.97K
$277K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
108+ 1.07% |
$3.28K - $3.31K
|
10.2K
$314K
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 0.62% |
$3.03K - $3.07K
|
16.2K
$499K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97+ 190.2% |
$2.94K - $2.98K
|
148
$4.57K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 42.03% |
$2.64K - $2.67K
|
294
$9.07K
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
80+ 0.28% |
$2.43K - $2.46K
|
28.3K
$874K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
74+ 0.69% |
$2.24K - $2.27K
|
10.8K
$334K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
71+ 0.3% |
$2.15K - $2.18K
|
24.1K
$742K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 0.28% |
$1.46K - $1.47K
|
17.4K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.39K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.39K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.76% |
$1.27K - $1.29K
|
5.6K
$173K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 0.94% |
$1K - $1.01K
|
3.56K
$110K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
16+ 0.16% |
$485 - $491
|
9.96K
$307K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$364 - $368
|
12
$370
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 1.32% |
$273 - $276
|
689
$21.3K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.94% |
$60.7 - $61.4
|
105
$3.24K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 0.29% |
$60.7 - $61.4
|
684
$21.1K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.77% |
$60.7 - $61.4
|
115
$3.55K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
2+ 0.0% |
$60.7 - $61.4
|
53.8K
$1.66M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$60.7 - $61.4
|
16.8K
$518K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 3.33% |
$30.3 - $30.7
|
31
$956
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.13% |
$60.7 - $61.4
|
1.5K
$46.2K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 1.28% |
$60.7 - $61.4
|
154
$4.75K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 5.88% |
$60.7 - $61.4
|
32
$987
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 2.24% |
$212 - $215
|
306
$9.44K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 2.24% |
$212 - $215
|
306
$9.44K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-16- 0.5% |
$485 - $491
|
3.15K
$97.3K
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-30- 0.22% |
$910 - $921
|
13.5K
$418K
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 0.08% |
$1.52K - $1.53K
|
64.4K
$1.99M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-54- 0.08% |
$1.64K - $1.66K
|
64.1K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-75- 64.66% |
$2.27K - $2.3K
|
41
$1.26K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-89- 54.94% |
$2.7K - $2.73K
|
73
$2.25K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-130- 3.84% |
$3.94K - $3.99K
|
3.26K
$101K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 8.68% |
$4.61K - $4.66K
|
1.6K
$49.4K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-168- 39.34% |
$5.1K - $5.16K
|
259
$7.99K
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-188- 0.77% |
$5.7K - $5.77K
|
24.1K
$744K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-192- 0.55% |
$5.82K - $5.89K
|
34.6K
$1.07M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-246- 71.93% |
$7.46K - $7.55K
|
96
$2.96K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-323- 0.99% |
$9.8K - $9.91K
|
32.2K
$992K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-331- 2.47% |
$10K - $10.2K
|
13.1K
$403K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-352- 5.02% |
$10.7K - $10.8K
|
6.65K
$205K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-397- 6.61% |
$12K - $12.2K
|
5.61K
$173K
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-404- 2.97% |
$12.3K - $12.4K
|
13.2K
$407K
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-408- 13.96% |
$12.4K - $12.5K
|
2.51K
$77.6K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-411- 13.04% |
$12.5K - $12.6K
|
2.74K
$84.6K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-433- 42.16% |
$13.1K - $13.3K
|
594
$18.3K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-448- 2.16% |
$13.6K - $13.7K
|
20.3K
$627K
|