Claraphi Advisory Network’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
2022
Q4
$1.85M Buy
60,746
+40,262
+197% +$1.22M 0.74% 37
2022
Q3
$621K Buy
+20,484
New +$621K 0.34% 83

Other funds holding FLRN

Claraphi Advisory Network's FLRN Position: Q4 2022 in Review

Claraphi Advisory Network increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 197% in Q4 2022, buying an estimated $1.22M and bringing the position to 60,746 shares worth $1.85M. The position accounts for 0.74% of the portfolio, ranked #37.

Claraphi Advisory Network first reported a position in FLRN in Q3 2022 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold FLRN as of Q4 2022.

  • Claraphi Advisory Network held 60,746 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.85M as of Q4 2022.
  • Claraphi Advisory Network bought 40,262 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2022, an estimated $1.22M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.74% of Claraphi Advisory Network's portfolio in Q4 2022, its #37 holding.
  • Claraphi Advisory Network first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.