Atria Wealth Solutions’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.41M Buy
110,567
+2,732
+3% +$84.2K 0.08% 288
2025
Q1
$3.32M Buy
107,835
+34,000
+46% +$1.05M 0.04% 456
2024
Q4
$2.27M Buy
73,835
+12,189
+20% +$375K 0.02% 598
2024
Q3
$1.9M Sell
61,646
-4,539
-7% -$140K 0.02% 655
2024
Q2
$2.04M Buy
66,185
+15,615
+31% +$482K 0.02% 622
2024
Q1
$1.56M Buy
50,570
+3,563
+8% +$110K 0.02% 717
2023
Q4
$1.44M Sell
47,007
-43,521
-48% -$1.33M 0.02% 720
2023
Q3
$2.78M Sell
90,528
-54,342
-38% -$1.67M 0.04% 461
2023
Q2
$4.45M Sell
144,870
-81,931
-36% -$2.51M 0.06% 317
2023
Q1
$6.9M Buy
226,801
+6,128
+3% +$186K 0.1% 195
2022
Q4
$6.71M Buy
220,673
+53,959
+32% +$1.64M 0.11% 201
2022
Q3
$5.05M Buy
166,714
+118,077
+243% +$3.58M 0.09% 228
2022
Q2
$1.46M Sell
48,637
-7,159
-13% -$215K 0.03% 530
2022
Q1
$1.7M Buy
+55,796
New +$1.7M 0.03% 531