Waverly Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Waverly Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$584K	Buy
2025 Q2	$576K	Buy
2025 Q1	$546K	Buy
2024 Q4	$485K	Buy
2024 Q3	$468K	Buy
2024 Q2	$468K	Sell
2024 Q1	$492K	Buy
2015 Q4	–	Sell
2015 Q3	$4K	Hold
2015 Q2	$4K	Buy