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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.97K- 14.44% |
$60.3K - $60.6K
|
11.7K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2K- 70.34% |
$61.2K - $61.6K
|
842
$26K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 16.77% |
$79K - $79.4K
|
12.8K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.66K- 59.23% |
$81.6K - $82.1K
|
1.83K
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.7K- 24.1% |
$82.8K - $83.2K
|
8.5K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.04K- 1.29% |
$93.2K - $93.7K
|
232K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.46K- 10.47% |
$106K - $107K
|
29.6K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.63K- 16.26% |
$111K - $112K
|
18.7K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.83K- 2.14% |
$118K - $118K
|
175K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.88K- 9.74% |
$119K - $120K
|
35.9K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.04K- 7.42% |
$124K - $124K
|
50.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.23K- 3.33% |
$130K - $130K
|
123K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.37K- 2.21% |
$134K - $135K
|
193K
$5.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-4.55K- 3.06% |
$140K - $140K
|
144K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.61K- 4.09% |
$141K - $142K
|
108K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.7K- 41.05% |
$144K - $145K
|
6.75K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.92K- 1.36% |
$151K - $152K
|
358K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.99K- 1.91% |
$153K - $154K
|
256K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.02K- 17.44% |
$154K - $155K
|
23.8K
$733K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-5.12K- 34.67% |
$157K - $158K
|
9.66K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.22K- 0.89% |
$160K - $161K
|
581K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.23K- 28.89% |
$160K - $161K
|
12.9K
$397K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-5.37K- 11.37% |
$165K - $165K
|
41.8K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-5.37K- 39.49% |
$165K - $166K
|
8.23K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.87K- 18.77% |
$180K - $181K
|
25.4K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.93K- 44.39% |
$182K - $183K
|
7.43K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.05K- 5.03% |
$185K - $186K
|
114K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-6.11K- 22.21% |
$188K - $189K
|
21.4K
$661K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.78K- 17.15% |
$208K - $209K
|
32.8K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.18K- 99.13% |
$220K - $222K
|
63
$1.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.75K- 1.36% |
$268K - $270K
|
635K
$19.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-8.88K- 13.47% |
$272K - $274K
|
57K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.92K- 34.24% |
$274K - $275K
|
17.1K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.6K- 3.19% |
$295K - $296K
|
291K
$8.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-12.3K- 22.71% |
$376K - $378K
|
41.7K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 4.98% |
$396K - $398K
|
246K
$7.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13K- 46.8% |
$400K - $402K
|
14.8K
$457K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13.1K- 13.55% |
$402K - $404K
|
83.7K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-15.7K- 58.06% |
$482K - $484K
|
11.3K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 32.58% |
$488K - $491K
|
32.9K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 6.0% |
$500K - $503K
|
255K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.7K- 7.8% |
$511K - $514K
|
197K
$6.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-27.6K- 13.68% |
$846K - $851K
|
174K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.1K- 1.71% |
$862K - $867K
|
1.61M
$49.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.2K- 99.91% |
$957K - $962K
|
29
$895
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.6K- 18.85% |
$1.37M - $1.38M
|
192K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.7K- 99.82% |
$1.59M - $1.6M
|
94
$2.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.2K- 97.53% |
$1.78M - $1.79M
|
1.47K
$45.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.1K- 72.14% |
$1.9M - $1.91M
|
24K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.9K- 84.01% |
$2.05M - $2.06M
|
12.7K
$393K
|