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

Wipfli Financial Advisors’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 Q3	$9K	Buy	+310	New	+$9.4K	﹤0.01%	1878
2021 Q3	–	Sell	-7,933	Closed	-$243K	–	43
2021 Q2	$243K	Sell	7,933 -15,636	-66%	-$479K	0.03%	39
2021 Q1	$722K	Buy	23,569 +3,497	+17%	+$107K	0.39%	14
2020 Q4	$614K	Buy	+20,072	New	+$614K	0.37%	18

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wipfli Financial Advisors's FLRN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2022: 310 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in FLRN as recently as Q2 2021.

Wipfli Financial Advisors first reported a position in FLRN in Q4 2020 and has held it in 4 quarters since. The position peaked at $722K in Q1 2021. 338 funds tracked by Wall St. Rank hold FLRN as of Q3 2022.

Wipfli Financial Advisors held 310 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $9K as of Q3 2022.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1878 holding.
Wipfli Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2020 and has held it in 4 quarters since.
Wipfli Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $722K in Q1 2021.
338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.