Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44.9K- 24.85% |
$1.37M - $1.38M
|
136K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50K- 19.62% |
$1.52M - $1.53M
|
205K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-50.5K- 33.51% |
$1.54M - $1.55M
|
100K
$3.09M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.2K- 68.28% |
$1.71M - $1.73M
|
26.1K
$805K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-58.6K- 84.22% |
$1.79M - $1.8M
|
11K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-74.1K- 78.01% |
$2.26M - $2.28M
|
20.9K
$645K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-78.4K- 87.76% |
$2.39M - $2.41M
|
10.9K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-84.2K- 4.71% |
$2.57M - $2.58M
|
1.7M
$52.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-101K- 26.59% |
$3.08M - $3.1M
|
279K
$8.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-109K- 10.26% |
$3.33M - $3.36M
|
956K
$29.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-119K- 99.35% |
$3.63M - $3.66M
|
775
$23.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-130K- 24.0% |
$3.96M - $3.99M
|
411K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-142K- 5.98% |
$4.33M - $4.37M
|
2.24M
$69M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-152K- 12.71% |
$4.64M - $4.67M
|
1.05M
$32.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162K- 65.69% |
$4.93M - $4.97M
|
84.5K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-162K- 4.69% |
$4.94M - $4.97M
|
3.29M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-169K- 53.41% |
$5.14M - $5.18M
|
147K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-175K- 16.82% |
$5.35M - $5.39M
|
867K
$26.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-183K- 9.14% |
$5.57M - $5.61M
|
1.82M
$56M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-184K- 18.81% |
$5.61M - $5.65M
|
794K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219K- 7.59% |
$6.67M - $6.72M
|
2.66M
$82.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-259K- 16.87% |
$7.89M - $7.95M
|
1.28M
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-268K- 99.82% |
$8.17M - $8.23M
|
478
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-296K- 13.26% |
$9.01M - $9.08M
|
1.93M
$59.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-297K- 13.97% |
$9.04M - $9.11M
|
1.83M
$56.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-351K- 70.16% |
$10.7M - $10.8M
|
149K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-358K- 40.47% |
$10.9M - $11M
|
527K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-429K- 86.13% |
$13.1M - $13.2M
|
69.1K
$2.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746K- 32.09% |
$22.7M - $22.9M
|
1.58M
$48.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-965K- 37.95% |
$29.4M - $29.6M
|
1.58M
$48.7M
|