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
|
New Square Capital LLC
|
BUY
|
- |
22+ 440.0% |
$675 - $678
|
27
$833
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.78% |
$429 - $432
|
1.81K
$56K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$368 - $370
|
12
$370
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$215 - $216
|
7
$216
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.77% |
$61.3 - $61.7
|
115
$3.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$926
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 14.14% |
$429 - $432
|
85
$2.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-20- 0.09% |
$613 - $617
|
22.7K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 2.58% |
$920 - $925
|
1.14K
$35K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 15.24% |
$981 - $987
|
178
$5.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-40- 28.17% |
$1.23K - $1.23K
|
102
$3.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-47- 0.6% |
$1.44K - $1.45K
|
7.85K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-51- 0.02% |
$1.56K - $1.57K
|
249K
$7.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 0.02% |
$1.59K - $1.6K
|
230K
$7.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-105- 1.26% |
$3.22K - $3.24K
|
8.2K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-119- 30.2% |
$3.65K - $3.67K
|
275
$8.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-144- 0.93% |
$4.42K - $4.44K
|
15.4K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-160- 0.14% |
$4.91K - $4.93K
|
114K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.04K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-232- 0.38% |
$7.12K - $7.15K
|
61.3K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-237- 0.71% |
$7.27K - $7.31K
|
33K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-261- 0.89% |
$8K - $8.05K
|
29K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-296- 1.18% |
$9.08K - $9.13K
|
24.7K
$762K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-312- 2.03% |
$9.57K - $9.62K
|
15K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-325- 2.26% |
$9.97K - $10K
|
14.1K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-350- 3.5% |
$10.7K - $10.8K
|
9.66K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-412- 1.42% |
$12.6K - $12.7K
|
28.7K
$885K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-495- 2.53% |
$15.2K - $15.3K
|
19.1K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-662- 86.99% |
$20.3K - $20.4K
|
99
$3.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-668- 6.05% |
$20.5K - $20.6K
|
10.4K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-679- 5.48% |
$20.8K - $20.9K
|
11.7K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-695- 11.65% |
$21.3K - $21.4K
|
5.27K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-697- 5.68% |
$21.4K - $21.5K
|
11.6K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-716- 64.22% |
$22K - $22.1K
|
399
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-746- 9.83% |
$22.9K - $23K
|
6.84K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-748- 9.64% |
$22.9K - $23.1K
|
7.01K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-759- 49.71% |
$23.3K - $23.4K
|
768
$23.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-881- 6.31% |
$27K - $27.2K
|
13.1K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-881- 2.36% |
$27K - $27.2K
|
36.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-975- 5.06% |
$29.9K - $30.1K
|
18.3K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.62% |
$30.7K - $30.8K
|
10.6K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.04K- 12.69% |
$32K - $32.2K
|
7.17K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 0.41% |
$37.3K - $37.5K
|
293K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 1.28% |
$38.7K - $38.9K
|
97.2K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.36K- 7.8% |
$41.8K - $42.1K
|
16.1K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 43.83% |
$43.9K - $44.2K
|
1.84K
$56.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.49K- 2.4% |
$45.8K - $46K
|
60.7K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.54K- 3.9% |
$47.3K - $47.5K
|
38K
$1.17M
|