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

Kovitz Investment Group Partners’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
2025
Q3 		$10.9M Buy
2025
Q2 		$10.6M Buy
2025
Q1 		$9.48M Buy
2024
Q4 		$9.44M Buy
2024
Q3 		$9.4M Buy
2024
Q2 		$9.28M Buy
2024
Q1 		$3.53M Buy