SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $539K | Sell |
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|
2025
Q2 | $797K | Sell |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $888K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.56M | Sell |
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|
2023
Q2 | $7.64M | Sell |
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|
2023
Q1 | $7.92M | Sell |
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|
2022
Q4 | $9.51M | Buy |
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