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Cascadia Advisory Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$1.62M Buy
+52,737
New +$1.62M 0.46% 71

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UBS Group
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MFG
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Ameriprise
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Cascadia Advisory Services's FLRN Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019: 52,737 shares worth $1.62M. The stake represents 0.46% of the portfolio and ranks #71 among its holdings.

305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

  • Cascadia Advisory Services held 52,737 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.62M as of Q4 2019.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Cascadia Advisory Services position in Q4 2019.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.46% of Cascadia Advisory Services's portfolio in Q4 2019, its #71 holding.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.