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

Oxler Private Wealth’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
Q4 		– Sell
-700
Closed -$67K – 180
2022
Q3 		$67K Buy
+700
New +$21.2K 0.04% 176

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APP
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxler Private Wealth's FLRN Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2022, closing a stake of 700 shares — an estimated $67K sold.

Oxler Private Wealth first reported a position in FLRN in Q3 2022 and held it in 1 quarter. The position peaked at $67K in Q3 2022. 348 funds tracked by Wall St. Rank hold FLRN as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 700 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2022, an estimated $67K.
  • Oxler Private Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $67K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.