Purchases and Sales Made in Q4 2024 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
508KNew |
$15.6M - $15.7M
|
508K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
421K+ 65.06% |
$12.9M - $13M
|
1.07M
$32.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
377K+ 126801.01% |
$11.6M - $11.6M
|
377K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
231K+ 39.31% |
$7.09M - $7.13M
|
820K
$25.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
228K+ 49.47% |
$6.99M - $7.03M
|
689K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
228K+ 109.55% |
$6.98M - $7.02M
|
436K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
207KNew |
$6.34M - $6.37M
|
207K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183K+ 70.55% |
$5.6M - $5.64M
|
442K
$13.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
175KNew |
$5.37M - $5.4M
|
175K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
154KNew |
$4.72M - $4.75M
|
154K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142KNew |
$4.36M - $4.39M
|
142K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 6.64% |
$3.96M - $3.98M
|
2.07M
$64M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
126K+ 100.24% |
$3.85M - $3.88M
|
251K
$7.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
117K+ 29.38% |
$3.59M - $3.61M
|
515K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
116KNew |
$3.56M - $3.58M
|
116K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 3.23% |
$3.46M - $3.48M
|
3.6M
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
112K+ 7.45% |
$3.43M - $3.45M
|
1.61M
$49.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 3550.15% |
$3.35M - $3.36M
|
112K
$3.46M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
109KNew |
$3.34M - $3.36M
|
109K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
98.2KNew |
$3.01M - $3.03M
|
98.2K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
95.2K+ 146.79% |
$2.92M - $2.94M
|
160K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93K+ 53.01% |
$2.85M - $2.87M
|
268K
$8.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
87.2K+ 13.07% |
$2.68M - $2.69M
|
755K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
79.7KNew |
$2.44M - $2.46M
|
79.7K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
68.6K+ 296.19% |
$2.1M - $2.11M
|
91.7K
$2.83M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61.2KNew |
$1.88M - $1.89M
|
61.2K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
58.8K+ 9.41% |
$1.8M - $1.81M
|
684K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.9K+ 3.47% |
$1.72M - $1.72M
|
1.67M
$51.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
50.8K+ 5.39% |
$1.56M - $1.57M
|
993K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
49.7KNew |
$1.53M - $1.53M
|
49.7K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
44.9K+ 138.12% |
$1.38M - $1.38M
|
77.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.2K+ 42.54% |
$1.33M - $1.33M
|
145K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
42.9K+ 24.08% |
$1.32M - $1.32M
|
221K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.3KNew |
$1.11M - $1.12M
|
36.3K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
36KNew |
$1.1M - $1.11M
|
36K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
35.6KNew |
$1.09M - $1.1M
|
35.6K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
31.1KNew |
$954K - $959K
|
31.1K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31K+ 227.95% |
$951K - $956K
|
44.6K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28.6K+ 15.3% |
$877K - $882K
|
215K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.9K+ 2.99% |
$763K - $767K
|
856K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.4K+ 26.14% |
$747K - $751K
|
118K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24K+ 8.55% |
$737K - $742K
|
305K
$9.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.6K+ 57.14% |
$724K - $728K
|
64.9K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.7K+ 5.94% |
$636K - $639K
|
369K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5KNew |
$630K - $633K
|
20.5K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
19.9KNew |
$609K - $612K
|
19.9K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.4KNew |
$566K - $569K
|
18.4K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$499K - $502K
|
16.3K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 26.35% |
$492K - $495K
|
76.9K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$445K - $448K
|
14.5K
$448K
|