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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.41M	Buy	110,567 +2,732	+3%	+$83.8K	0.08%	288
2025 Q1	$3.32M	Buy	107,835 +34,000	+46%	+$1.05M	0.04%	458
2024 Q4	$2.27M	Buy	73,835 +12,189	+20%	+$375K	0.02%	601
2024 Q3	$1.9M	Sell	61,646 -4,539	-7%	-$140K	0.02%	658
2024 Q2	$2.04M	Buy	66,185 +15,615	+31%	+$481K	0.02%	625
2024 Q1	$1.56M	Buy	50,570 +3,563	+8%	+$109K	0.02%	719
2023 Q4	$1.44M	Sell	47,007 -43,521	-48%	-$1.33M	0.02%	725
2023 Q3	$2.78M	Sell	90,528 -54,342	-38%	-$1.66M	0.04%	462
2023 Q2	$4.45M	Sell	144,870 -81,931	-36%	-$2.5M	0.06%	317
2023 Q1	$6.9M	Buy	226,801 +6,128	+3%	+$187K	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%	-$218K	0.03%	547
2022 Q1	$1.7M	Buy	+55,796	New	+$1.7M	0.03%	531