Bouchey Financial Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bouchey Financial Group’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-45,360	Closed	-$1.33M	–	67
2020 Q1	$1.33M	Sell	45,360 -1,284	-3%	-$38.8K	0.35%	26
2019 Q4	$1.43M	Sell	46,644 -440,788	-90%	-$13.5M	0.33%	29
2019 Q3	$15M	Buy	487,432 +1,200	+0.2%	+$36.8K	3.58%	10
2019 Q2	$14.9M	Buy	486,232 +17,074	+4%	+$524K	3.65%	9
2019 Q1	$14.4M	Buy	469,158 +49,205	+12%	+$1.5M	3.6%	8
2018 Q4	$12.8M	Buy	419,953 +29,456	+8%	+$902K	3.63%	7
2018 Q3	$12M	Buy	+390,497	New	+$12M	2.95%	11

Other funds holding FLRN

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bouchey Financial Group's FLRN Position: Q2 2020 in Review

Bouchey Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2020, closing a stake of 45,360 shares — an estimated $1.33M sold.

Bouchey Financial Group first reported a position in FLRN in Q3 2018 and held it in 7 quarters. The position peaked at $15M in Q3 2019. 265 funds tracked by Wall St. Rank hold FLRN as of Q2 2020.

Bouchey Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2020 after selling out during the quarter.
Bouchey Financial Group sold 45,360 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2020, an estimated $1.33M.
Bouchey Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2018 and held it in 7 quarters.
Bouchey Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $15M in Q3 2019.
265 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2020.

Based on Bouchey Financial Group's 13F filing for Q2 2020, filed 28 Jul 2020.