Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Investment Grad (FLRN)
This table provides information about the institutional ownership of Spdr Bloomberg Investment Grad (FLRN) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-38.1K- 14.17% |
$1.14M - $1.17M
|
231K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-39.1K- 28.69% |
$1.17M - $1.2M
|
97.2K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-43.1KClosed |
$1.29M - $1.32M
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-43.8K- 33.61% |
$1.31M - $1.34M
|
86.4K
$2.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-44.2K- 49.69% |
$1.32M - $1.36M
|
44.8K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-44.3K- 15.81% |
$1.33M - $1.36M
|
236K
$7.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-47.6K- 68.64% |
$1.43M - $1.46M
|
21.8K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51.2K- 17.01% |
$1.53M - $1.57M
|
250K
$7.71M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-52.1K- 81.69% |
$1.56M - $1.6M
|
11.7K
$360K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-52.7K- 16.83% |
$1.58M - $1.62M
|
260K
$8.03M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-57.5K- 44.88% |
$1.72M - $1.76M
|
70.6K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-59.6K- 27.05% |
$1.78M - $1.83M
|
161K
$4.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-69.5K- 22.36% |
$2.08M - $2.13M
|
241K
$7.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-69.6K- 33.21% |
$2.09M - $2.14M
|
140K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-74.1K- 2.93% |
$2.22M - $2.27M
|
2.45M
$75.6M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-79.3K- 70.92% |
$2.37M - $2.43M
|
32.5K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-81.1K- 22.2% |
$2.43M - $2.49M
|
284K
$8.76M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.7K- 11.68% |
$2.48M - $2.54M
|
625K
$19.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.9K- 53.88% |
$2.48M - $2.54M
|
70.9K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-83.6K- 24.44% |
$2.5M - $2.56M
|
258K
$7.97M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85.3K- 21.06% |
$2.56M - $2.62M
|
320K
$9.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-105K- 25.81% |
$3.14M - $3.21M
|
301K
$9.29M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113K- 74.96% |
$3.37M - $3.45M
|
37.6K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 6.99% |
$4.19M - $4.29M
|
1.86M
$57.4M
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-157K- 93.0% |
$4.7M - $4.82M
|
11.8K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-162K- 1.54% |
$4.85M - $4.97M
|
10.4M
$319M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-183K- 46.49% |
$5.49M - $5.62M
|
211K
$6.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185K- 95.02% |
$5.54M - $5.67M
|
9.68K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-188K- 51.11% |
$5.63M - $5.77M
|
180K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200K- 93.11% |
$6M - $6.14M
|
14.8K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-208K- 62.18% |
$6.23M - $6.38M
|
127K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-233K- 45.11% |
$6.98M - $7.15M
|
284K
$8.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-256K- 27.31% |
$7.67M - $7.86M
|
682K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-281K- 21.81% |
$8.41M - $8.61M
|
1.01M
$31M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-293K- 72.53% |
$8.77M - $8.98M
|
111K
$3.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-299K- 80.9% |
$8.96M - $9.18M
|
70.6K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-314K- 16.29% |
$9.4M - $9.62M
|
1.61M
$49.7M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-396K- 93.81% |
$11.9M - $12.1M
|
26.1K
$805K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-402K- 26.62% |
$12M - $12.3M
|
1.11M
$34.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-407K- 18.37% |
$12.2M - $12.5M
|
1.81M
$55.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-437K- 13.79% |
$13.1M - $13.4M
|
2.73M
$84.2M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-447K- 53.12% |
$13.4M - $13.7M
|
395K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-550K- 27.55% |
$16.5M - $16.9M
|
1.45M
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-865K- 21.65% |
$25.9M - $26.5M
|
3.13M
$96.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.5M- 95.96% |
$45.1M - $46.2M
|
63.4K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.77M- 41.84% |
$53.2M - $54.4M
|
2.47M
$76.1M
|