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

Angeles 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 Q2	–	Sell	-161	Closed	-$4.96K	–	435
2025 Q1	$4.96K	Hold	161	–	–	﹤0.01%	363
2024 Q4	$4.95K	Hold	161	–	–	﹤0.01%	368
2024 Q3	$4.97K	Hold	161	–	–	﹤0.01%	323
2024 Q2	$4.97K	Hold	161	–	–	﹤0.01%	298
2024 Q1	$4.96K	Hold	161	–	–	﹤0.01%	284
2023 Q4	$4.92K	Buy	+161	New	+$4.93K	﹤0.01%	251

Other funds holding FLRN

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Angeles Wealth Management's FLRN Position: Q2 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025, closing a stake of 161 shares — an estimated $4.96K sold.

Angeles Wealth Management first reported a position in FLRN in Q4 2023 and held it in 6 quarters. The position peaked at $4.97K in Q3 2024. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

Angeles Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
Angeles Wealth Management sold 161 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $4.96K.
Angeles Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and held it in 6 quarters.
Angeles Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.97K in Q3 2024.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.