Purchases and Sales Made in Q4 2025 in Spdr Bloomberg Investment Grad (FLRN)

FLRN Quotes by TradingView

This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q4 2025. 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 16, 2026 Q4 2025
Matauro, LLC

New York, NY
BUY
 -
172K
New
$5.27M - $5.3M
172K $5.29M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
134K
+ 2024.38%
$4.1M - $4.12M
140K $4.32M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
58.3K
+ 36.85%
$1.79M - $1.8M
217K $6.67M
Jan 14, 2026 Q4 2025
Whitcomb & Hess, Inc.

BUY
 -
51.5K
+ 11.43%
$1.58M - $1.59M
502K $15.5M
Jan 20, 2026 Q4 2025
Fundamentun, LLC

Beachwood, OH
BUY
 -
45.5K
+ 5.21%
$1.4M - $1.41M
920K $28.4M
Jan 14, 2026 Q4 2025
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
44.7K
+ 6.5%
$1.37M - $1.38M
733K $22.6M
Jan 13, 2026 Q4 2025
Parsons Capital Management Inc

BUY
 -
34K
+ 9.94%
$1.05M - $1.05M
376K $11.6M
Jan 09, 2026 Q4 2025
Appleton Partners Inc

BUY
 -
31K
+ 6.96%
$954K - $958K
477K $14.7M
Jan 21, 2026 Q4 2025
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
23.1K
+ 3.79%
$710K - $713K
633K $19.5M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
18.8K
New
$576K - $579K
18.8K $578K
Jan 13, 2026 Q4 2025
Avity Investment Management Inc.

BUY
 -
15.2K
+ 9.54%
$467K - $469K
174K $5.38M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
14.5K
New
$444K - $446K
14.5K $446K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
13K
+ 8.67%
$401K - $403K
163K $5.04M
Jan 12, 2026 Q4 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
11.6K
+ 4.05%
$355K - $357K
297K $9.15M
Jan 12, 2026 Q4 2025
Horizon Financial Services, LLC

BUY
 -
11K
+ 14.47%
$339K - $341K
87.3K $2.69M
Jan 21, 2026 Q4 2025
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
8.28K
New
$254K - $255K
8.28K $255K
Jan 15, 2026 Q4 2025
My Personal Cfo, LLC

BUY
 -
7K
New
$215K - $216K
7K $216K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
6.51K
New
$200K - $201K
6.51K $201K
Jan 20, 2026 Q4 2025
Jacobson & Schmitt Advisors, LLC

BUY
 -
5.99K
+ 5.37%
$184K - $185K
118K $3.62M
Jan 14, 2026 Q4 2025
Worth Asset Management, LLC

BUY
 -
5.37K
+ 61.08%
$165K - $166K
14.2K $436K
Jan 20, 2026 Q4 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
5.24K
+ 37.89%
$161K - $162K
19.1K $588K
Jan 08, 2026 Q4 2025
Carr Financial Group Corp

Worcester, MA
BUY
 -
5.17K
+ 7.4%
$159K - $160K
75K $2.31M
Jan 08, 2026 Q4 2025
Websterrogers Financial Advisors, LLC

BUY
 -
4.92K
+ 5.64%
$151K - $152K
92.2K $2.84M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
3.14K
+ 5.81%
$96.6K - $97K
57.3K $1.76M
Jan 20, 2026 Q4 2025
Mc Broom & Associates, LLC

BUY
 -
2.79K
+ 6.27%
$85.7K - $86.1K
47.3K $1.46M
Jan 13, 2026 Q4 2025
Tradewinds Capital Management, LLC

BUY
 -
723
+ 1.47%
$22.2K - $22.3K
49.9K $1.54M
Jan 15, 2026 Q4 2025
Uncommon Cents Investing LLC

BUY
 -
700
+ 2.54%
$21.5K - $21.6K
28.3K $870K
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
463
New
$14.2K - $14.3K
463 $14.3K
Jan 14, 2026 Q4 2025
Chesley Taft & Associates LLC

BUY
 -
400
+ 0.98%
$12.3K - $12.3K
41.1K $1.27M
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
113
+ 0.09%
$3.47K - $3.49K
130K $3.99M
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
88
+ 0.22%
$2.7K - $2.72K
40.1K $1.24M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
58
+ 1.49%
$1.78K - $1.79K
3.94K $121K
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
14
+ 0.11%
$430 - $432
12.4K $383K
Jan 08, 2026 Q4 2025
Tactive Advisors, LLC

Jacksonville, FL
SELL
 -
-24
- 0.18%
$737 - $741
13.2K $407K
Jan 14, 2026 Q4 2025
Meriwether Wealth & Planning, LLC

Minden, LA
SELL
 -
-124
- 1.48%
$3.81K - $3.83K
8.24K $254K
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-150
- 1.16%
$4.61K - $4.63K
12.8K $393K
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

SELL
 -
-170
- 0.54%
$5.22K - $5.25K
31.6K $973K
Jan 20, 2026 Q4 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-278
- 44.69%
$8.54K - $8.58K
344 $10.6K
Jan 20, 2026 Q4 2025
Ntv Asset Management LLC

SELL
 -
-502
- 5.07%
$15.4K - $15.5K
9.4K $290K
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
SELL
 -
-518
- 7.08%
$15.9K - $16K
6.8K $209K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
SELL
 -
-715
- 1.55%
$22K - $22.1K
45.4K $1.4M
Jan 16, 2026 Q4 2025
Yhb Investment Advisors, Inc.

SELL
 -
-820
- 2.29%
$25.2K - $25.3K
35K $1.08M
Jan 20, 2026 Q4 2025
Roger Wittlin Investment Advisory, LLC

SELL
 -
-876
- 11.72%
$26.9K - $27K
6.6K $203K
Jan 20, 2026 Q4 2025
Ethos Financial Group, LLC

King Of Prussia, PA
SELL
 -
-1.08K
- 2.22%
$33K - $33.2K
47.3K $1.46M
Jan 08, 2026 Q4 2025
Old Port Advisors

SELL
 -
-3.05K
- 8.08%
$93.7K - $94.1K
34.7K $1.07M
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

SELL
 -
-3.72K
- 17.51%
$114K - $115K
17.5K $540K
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-4.12K
- 22.38%
$127K - $127K
14.3K $440K
Jan 12, 2026 Q4 2025
Auour Investments LLC

Wenham, MA
SELL
 -
-9.52K
- 49.15%
$293K - $294K
9.85K $304K
Jan 13, 2026 Q4 2025
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-20K
- 66.67%
$614K - $617K
10K $308K

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