Summit Place Financial Advisors’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 | $1.18M | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $327K | Hold |
|
|||||
|
2024
Q4 | $326K | Sell |
|
|||||
|
2024
Q3 | $358K | Hold |
|
|||||
|
2024
Q2 | $358K | Sell |
|
|||||
|
2024
Q1 | $697K | Sell |
|
|||||
|
2023
Q4 | $783K | Hold |
|
|||||
|
2023
Q3 | $786K | Sell |
|
|||||
|
2023
Q2 | $878K | Sell |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|