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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.28K+ 26.55% |
$69.9K - $70.3K
|
10.9K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.17K+ 5.5% |
$66.4K - $66.8K
|
41.5K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.16K+ 0.8% |
$66.1K - $66.5K
|
273K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 8.72% |
$52.3K - $52.6K
|
21.3K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62K+ 15.33% |
$49.6K - $49.9K
|
12.2K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.62K+ 21.36% |
$49.6K - $49.8K
|
9.18K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 819.54% |
$43.7K - $44K
|
1.6K
$49.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.28KNew |
$39.3K - $39.5K
|
1.28K
$39.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.25K+ 3.74% |
$38.2K - $38.5K
|
34.6K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 4.94% |
$37.4K - $37.6K
|
25.9K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 1.27% |
$32.6K - $32.8K
|
85.1K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 5.41% |
$32.3K - $32.5K
|
20.5K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$31K - $31.1K
|
1.01K
$31.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
971New |
$29.8K - $29.9K
|
971
$30K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
953+ 0.43% |
$29.2K - $29.4K
|
224K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
950+ 0.67% |
$29.1K - $29.3K
|
143K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
944+ 3.91% |
$29K - $29.1K
|
25.1K
$774K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
846+ 0.73% |
$25.9K - $26.1K
|
116K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
826+ 1.53% |
$25.3K - $25.5K
|
54.9K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
815New |
$25K - $25.1K
|
815
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
768New |
$23.6K - $23.7K
|
768
$23.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
758+ 7.33% |
$23.2K - $23.4K
|
11.1K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
706+ 7.5% |
$21.7K - $21.8K
|
10.1K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
664+ 8.2% |
$20.4K - $20.5K
|
8.76K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
615New |
$18.9K - $19K
|
615
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
587+ 3.87% |
$18K - $18.1K
|
15.8K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
545+ 0.18% |
$16.7K - $16.8K
|
306K
$9.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
512+ 2.21% |
$15.7K - $15.8K
|
23.6K
$729K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
500+ 1.33% |
$15.3K - $15.4K
|
38.1K
$1.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
342New |
$10.5K - $10.5K
|
342
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
327New |
$10K - $10.1K
|
327
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
318New |
$9.75K - $9.81K
|
318
$9.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
251New |
$7.7K - $7.74K
|
251
$7.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
249New |
$7.64K - $7.68K
|
249
$7.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
240+ 7.4% |
$7.36K - $7.4K
|
3.49K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
217+ 4.58% |
$6.66K - $6.69K
|
4.95K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
210+ 1.2% |
$6.44K - $6.48K
|
17.7K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186+ 2.01% |
$5.7K - $5.74K
|
9.42K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 418.75% |
$4.11K - $4.13K
|
166
$5.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 42.86% |
$3.68K - $3.7K
|
400
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
120+ 1.66% |
$3.68K - $3.7K
|
7.34K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
113+ 23.64% |
$3.47K - $3.48K
|
591
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
104+ 0.94% |
$3.19K - $3.21K
|
11.2K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 1.61% |
$2.94K - $2.96K
|
6.05K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
96+ 0.13% |
$2.94K - $2.96K
|
71.6K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67+ 0.38% |
$2.05K - $2.07K
|
17.7K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
65+ 0.3% |
$1.99K - $2K
|
21.4K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.65% |
$1.87K - $1.88K
|
3.76K
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.5K - $1.51K
|
39.4K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
45New |
$1.38K - $1.39K
|
45
$1.39K
|