Center For Asset Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Center For Asset Management’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
2023 Q1	–	Sell	-17,411	Closed	-$529K	–	108
2022 Q4	$529K	Sell	17,411 -666	-4%	-$20.2K	0.49%	54
2022 Q3	$548K	Buy	18,077 +6,033	+50%	+$183K	0.55%	46
2022 Q2	$363K	Buy	12,044 +4,089	+51%	+$124K	0.34%	67
2022 Q1	$243K	Buy	+7,955	New	+$243K	0.19%	103
2021 Q1	–	Sell	-10,251	Closed	-$314K	–	88
2020 Q4	$314K	Buy	+10,251	New	+$314K	0.31%	56

Other funds holding FLRN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Center For Asset Management's FLRN Position: Q1 2023 in Review

Center For Asset Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2023, closing a stake of 17,411 shares — an estimated $529K sold.

Center For Asset Management first reported a position in FLRN in Q4 2020 and held it in 5 quarters. The position peaked at $548K in Q3 2022. 335 funds tracked by Wall St. Rank hold FLRN as of Q1 2023.

Center For Asset Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 17,411 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2023, an estimated $529K.
Center For Asset Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2020 and held it in 5 quarters.
Center For Asset Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $548K in Q3 2022.
335 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.