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 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
14.5K+ 9.57% |
$444K - $447K
|
166K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3K+ 23.76% |
$439K - $442K
|
74.6K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
14.3K+ 11.52% |
$438K - $440K
|
138K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 112.97% |
$430K - $433K
|
26.4K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.6KNew |
$417K - $419K
|
13.6K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
13K+ 14.32% |
$400K - $402K
|
104K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$398K - $400K
|
13K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 15.75% |
$398K - $400K
|
95.3K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12.2K+ 43.66% |
$374K - $376K
|
40.1K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2K+ 19.77% |
$374K - $376K
|
73.8K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.1KNew |
$371K - $373K
|
12.1K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 17.35% |
$361K - $363K
|
79.7K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.7KNew |
$358K - $360K
|
11.7K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.4KNew |
$351K - $353K
|
11.4K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11.3KNew |
$347K - $349K
|
11.3K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.2KNew |
$344K - $346K
|
11.2K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 8407.09% |
$327K - $329K
|
10.8K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.77K+ 83.35% |
$299K - $301K
|
21.5K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.37KNew |
$287K - $289K
|
9.37K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.19K+ 3.27% |
$282K - $283K
|
291K
$8.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.63KNew |
$265K - $266K
|
8.63K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.58K+ 1.21% |
$263K - $265K
|
719K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.54K+ 17.26% |
$231K - $232K
|
51.2K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.5KNew |
$230K - $231K
|
7.5K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.5KNew |
$230K - $231K
|
7.5K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$227K - $228K
|
7.4K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.32KNew |
$224K - $226K
|
7.32K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.9K+ 1.76% |
$212K - $213K
|
400K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.87KNew |
$211K - $212K
|
6.87K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 43.02% |
$197K - $199K
|
21.4K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.37K+ 20.4% |
$195K - $197K
|
37.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.12K+ 53.22% |
$188K - $189K
|
17.6K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
6.04K+ 10.19% |
$185K - $186K
|
65.2K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.8K+ 3.5% |
$178K - $179K
|
172K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.76K+ 0.78% |
$177K - $177K
|
748K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6K+ 16.76% |
$172K - $173K
|
39K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.5K+ 2.44% |
$169K - $170K
|
231K
$7.13M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.86KNew |
$149K - $150K
|
4.86K
$150K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
4.43K+ 4.87% |
$136K - $137K
|
95.3K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.32K+ 11.91% |
$132K - $133K
|
40.6K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.31K+ 7.26% |
$132K - $133K
|
63.7K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.17K+ 4.19% |
$128K - $129K
|
104K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.74K+ 8.79% |
$115K - $115K
|
46.3K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 6.51% |
$85.8K - $86.3K
|
45.8K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.8K+ 1.23% |
$85.8K - $86.3K
|
230K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.66K+ 0.87% |
$81.7K - $82.2K
|
307K
$9.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.53K+ 22.12% |
$77.5K - $78K
|
14K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.4K+ 25.78% |
$73.5K - $73.9K
|
11.7K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.39KNew |
$73.3K - $73.7K
|
2.39K
$73.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.31K+ 14.13% |
$70.7K - $71.1K
|
18.6K
$575K
|