21 West Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

21 West Wealth Management’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
2025 Q4	–	Sell	-18,769	Closed	-$579K	–	63
2025 Q3	$579K	Sell	18,769 -42,448	-69%	-$1.31M	0.55%	42
2025 Q2	$1.89M	Buy	+61,217	New	+$1.88M	1.9%	22

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

21 West Wealth Management's FLRN Position: Q4 2025 in Review

21 West Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 18,769 shares — an estimated $579K sold.

21 West Wealth Management first reported a position in FLRN in Q2 2025 and held it in 2 quarters. The position peaked at $1.89M in Q2 2025. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

21 West Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
21 West Wealth Management sold 18,769 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $579K.
21 West Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and held it in 2 quarters.
21 West Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.89M in Q2 2025.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on 21 West Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.