Legal Advantage Investments’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Legal Advantage Investments’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
2022 Q2	–	Sell	-30,067	Closed	-$917K	–	75
2022 Q1	$917K	Sell	30,067 -4,999	-14%	-$153K	0.69%	44
2021 Q4	$1.07M	Buy	35,066 +752	+2%	+$23K	0.73%	44
2021 Q3	$1.05M	Sell	34,314 -498	-1%	-$15.3K	0.71%	45
2021 Q2	$1.07M	Buy	34,812 +2	+0%	+$61	0.73%	43
2021 Q1	$1.07M	Buy	34,810 +2,010	+6%	+$61.6K	0.8%	37
2020 Q4	$1M	Buy	+32,800	New	+$1M	0.78%	38

Other funds holding FLRN

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

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

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

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

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Legal Advantage Investments's FLRN Position: Q2 2022 in Review

Legal Advantage Investments sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2022, closing a stake of 30,067 shares — an estimated $917K sold.

Legal Advantage Investments first reported a position in FLRN in Q4 2020 and held it in 6 quarters. The position peaked at $1.07M in Q4 2021. 350 funds tracked by Wall St. Rank hold FLRN as of Q2 2022.

Legal Advantage Investments reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
Legal Advantage Investments sold 30,067 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2022, an estimated $917K.
Legal Advantage Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2020 and held it in 6 quarters.
Legal Advantage Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.07M in Q4 2021.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2022.

Based on Legal Advantage Investments's 13F filing for Q2 2022, filed 26 Jul 2022.