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 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-517- 1.94% |
$15.7K - $15.9K
|
26.1K
$806K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-522- 2.54% |
$15.8K - $16K
|
20K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-532- 14.44% |
$16.1K - $16.3K
|
3.15K
$97.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-571- 2.98% |
$17.3K - $17.5K
|
18.6K
$574K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-576- 77.32% |
$17.5K - $17.7K
|
169
$5.21K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-576- 77.32% |
$17.5K - $17.7K
|
169
$5.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-590- 25.29% |
$17.9K - $18.1K
|
1.74K
$53.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-628- 3.85% |
$19K - $19.3K
|
15.7K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-645- 4.23% |
$19.6K - $19.8K
|
14.6K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-707- 73.72% |
$21.4K - $21.7K
|
252
$7.77K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-727- 4.14% |
$22K - $22.3K
|
16.8K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-827- 5.58% |
$25.1K - $25.4K
|
14K
$432K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-849- 38.24% |
$25.8K - $26.1K
|
1.37K
$42.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-893- 71.61% |
$27.1K - $27.4K
|
354
$10.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-939- 7.65% |
$28.5K - $28.8K
|
11.3K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-996- 10.63% |
$30.2K - $30.6K
|
8.38K
$258K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 5.54% |
$30.3K - $30.7K
|
17.1K
$526K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.03K- 1.23% |
$31.3K - $31.7K
|
82.9K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.07K- 9.64% |
$32.5K - $32.9K
|
10K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.17K- 4.49% |
$35.5K - $35.9K
|
24.9K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 9.34% |
$35.8K - $36.2K
|
11.5K
$353K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.25K- 9.98% |
$37.8K - $38.2K
|
11.2K
$346K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 5.94% |
$39.8K - $40.2K
|
20.7K
$640K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.4K- 9.61% |
$42.5K - $43K
|
13.2K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.51K- 35.75% |
$45.7K - $46.2K
|
2.71K
$83.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.52K- 1.86% |
$45.9K - $46.5K
|
79.8K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 9.31% |
$50.5K - $51.1K
|
16.2K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.7K- 36.33% |
$51.5K - $52.1K
|
2.98K
$91.8K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.74K- 33.58% |
$52.7K - $53.3K
|
3.44K
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.74K- 6.65% |
$52.7K - $53.4K
|
24.4K
$753K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.77K- 5.98% |
$53.7K - $54.4K
|
27.9K
$859K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.78K- 0.65% |
$53.9K - $54.6K
|
273K
$8.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.84K- 4.15% |
$55.8K - $56.5K
|
42.5K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 1.0% |
$59.1K - $59.8K
|
193K
$5.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2K- 20.0% |
$60.7K - $61.4K
|
8K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2K- 9.49% |
$60.7K - $61.4K
|
19.1K
$589K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 7.0% |
$62K - $62.8K
|
27.2K
$838K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 15.99% |
$64.3K - $65.1K
|
11.1K
$344K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.13K- 12.97% |
$64.6K - $65.4K
|
14.3K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.44K- 24.12% |
$73.9K - $74.8K
|
7.67K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.45K- 7.68% |
$74.3K - $75.2K
|
29.5K
$909K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.45K- 18.73% |
$74.4K - $75.3K
|
10.6K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.59K- 5.78% |
$78.5K - $79.4K
|
42.2K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.59K- 21.92% |
$78.6K - $79.5K
|
9.23K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.66K- 54.59% |
$80.6K - $81.5K
|
2.21K
$68.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.71K- 21.49% |
$82.2K - $83.2K
|
9.91K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.02K- 4.77% |
$91.5K - $92.6K
|
60.3K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.14K- 15.94% |
$95.3K - $96.4K
|
16.6K
$511K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.22K- 7.2% |
$97.8K - $98.9K
|
41.5K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.24K- 2.51% |
$98.2K - $99.4K
|
126K
$3.89M
|