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Mascoma Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Mascoma Wealth 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
2024
Q2 		– Sell
-27
Closed -$832 – 494
2024
Q1 		$832 Buy
+27
New +$829 ﹤0.01% 439

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Morgan Stanley
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LPL Financial
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Wells Fargo
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Mascoma Wealth Management's FLRN Position: Q2 2024 in Review

Mascoma Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2024, closing a stake of 27 shares — an estimated $832 sold.

Mascoma Wealth Management first reported a position in FLRN in Q1 2024 and held it in 1 quarter. The position peaked at $832 in Q1 2024. 325 funds tracked by Wall St. Rank hold FLRN as of Q2 2024.

  • Mascoma Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 27 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2024, an estimated $832.
  • Mascoma Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $832 in Q1 2024.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.