Latest Institutional Transactions on Spdr Bloomberg Investment Grad (FLRN)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-184K- 76.56% |
$5.66M - $5.69M
|
56.5K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 28.09% |
$91.4K - $91.9K
|
13.6K
$418K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3K- 2.98% |
$92.2K - $92.7K
|
97.9K
$3.02M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 5.56% |
$367K - $369K
|
203K
$6.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
545+ 5.7% |
$16.7K - $16.8K
|
10.1K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
76.2KNew |
$2.34M - $2.35M
|
76.2K
$2.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.97K+ 48.81% |
$122K - $122K
|
12.1K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
896+ 0.76% |
$27.5K - $27.7K
|
119K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 4.02% |
$506K - $509K
|
426K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
76+ 0.67% |
$2.33K - $2.35K
|
11.4K
$351K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-296- 2.96% |
$9.09K - $9.13K
|
9.7K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-643- 2.14% |
$19.7K - $19.8K
|
29.5K
$908K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.6K- 2.99% |
$358K - $359K
|
377K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.9K- 23.98% |
$150K - $151K
|
15.5K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
282K+ 21.91% |
$8.66M - $8.7M
|
1.57M
$48.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.31% |
$92.1 - $92.6
|
984
$30.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.7K+ 14.81% |
$573K - $576K
|
145K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-400- 1.49% |
$12.3K - $12.3K
|
26.4K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-954- 3.28% |
$29.3K - $29.4K
|
28.2K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
62.9KNew |
$1.93M - $1.94M
|
62.9K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
39.4K+ 3.76% |
$1.21M - $1.21M
|
1.09M
$33.5M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.9K+ 12.11% |
$334K - $335K
|
101K
$3.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6New |
$184 - $185
|
6
$185
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
132+ 35.58% |
$4.05K - $4.07K
|
503
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 20.43% |
$6.99M - $7.03M
|
1.34M
$41.4M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15K+ 39.56% |
$462K - $464K
|
53.1K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 22.12% |
$60K - $60.3K
|
10.8K
$333K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12.9KNew |
$396K - $397K
|
12.9K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-812- 81.2% |
$24.9K - $25.1K
|
188
$5.79K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
31.9K+ 27.6% |
$981K - $986K
|
148K
$4.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.84K+ 170.59% |
$271K - $273K
|
14K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 25.01% |
$361K - $363K
|
35.2K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
305+ 2.28% |
$9.37K - $9.41K
|
13.7K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.63K- 78.72% |
$80.9K - $81.3K
|
712
$21.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.08K- 0.33% |
$33K - $33.2K
|
324K
$9.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
48+ 0.23% |
$1.47K - $1.48K
|
21.3K
$655K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
571+ 8.28% |
$17.5K - $17.6K
|
7.47K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
116+ 1.24% |
$3.56K - $3.58K
|
9.44K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-67- 0.46% |
$2.06K - $2.07K
|
14.5K
$448K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-81.1K- 85.42% |
$2.49M - $2.5M
|
13.8K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.1K+ 68.38% |
$402K - $404K
|
32.3K
$994K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-248K- 92.22% |
$7.63M - $7.66M
|
21K
$646K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
26.4K+ 38.7% |
$811K - $815K
|
94.6K
$2.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-600- 7.22% |
$18.4K - $18.5K
|
7.72K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12.9K+ 1.26% |
$398K - $400K
|
1.04M
$32M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
207New |
$6.36K - $6.39K
|
207
$6.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41K+ 26.18% |
$73.9K - $74.3K
|
11.6K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-20.1K- 8.14% |
$616K - $619K
|
226K
$6.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-362- 3.11% |
$11.1K - $11.2K
|
11.3K
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.52K- 3.38% |
$231K - $232K
|
215K
$6.61M
|
|