Purchases and Sales Made in Q4 2025 in Spdr Bloomberg Investment Grad (FLRN)
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
|
- |
172KNew |
$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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 10.24% |
$2.31M - $2.32M
|
811K
$25M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.3K+ 36.85% |
$1.79M - $1.8M
|
217K
$6.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
55.1K+ 4.58% |
$1.69M - $1.7M
|
1.26M
$38.7M
|
|
|
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
|
- |
18.8KNew |
$576K - $579K
|
18.8K
$578K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17.6KNew |
$539K - $542K
|
17.6K
$541K
|
|
|
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
|
- |
14.5KNew |
$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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 2.48% |
$325K - $326K
|
437K
$13.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.75KNew |
$269K - $270K
|
8.75K
$269K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.28KNew |
$254K - $255K
|
8.28K
$255K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.08KNew |
$217K - $218K
|
7.08K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
7KNew |
$215K - $216K
|
7K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.63KNew |
$204K - $205K
|
6.63K
$204K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.51KNew |
$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 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.06K+ 0.91% |
$63.1K - $63.4K
|
228K
$7.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
935+ 15.84% |
$28.7K - $28.9K
|
6.84K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
925+ 0.91% |
$28.4K - $28.5K
|
103K
$3.16M
|
|
|
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
|
- |
463New |
$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 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
249+ 2.11% |
$7.65K - $7.68K
|
12.1K
$372K
|
|
|
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 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3+ 1.45% |
$92.2 - $92.6
|
210
$6.47K
|
|
|
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
|
|