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Archer Investment Corporation’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Archer Investment Corporation’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
2024
Q2 		– Sell
-214
Closed -$6.6K – 1096
2024
Q1 		$6.6K Sell
214
-429
-67% -$13.2K ﹤0.01% 720
2023
Q4 		$19.7K Hold
643
– – 0.01% 534
2023
Q3 		$19.8K Hold
643
– – 0.01% 506
2023
Q2 		$19.7K Hold
643
– – 0.01% 513
2023
Q1 		$19.6K Hold
643
– – 0.01% 489
2022
Q4 		$19.5K Hold
643
– – 0.01% 468
2022
Q3 		$19.5K Hold
643
– – 0.01% 453
2022
Q2 		$19.4K Sell
643
-658
-51% -$20K 0.01% 460
2022
Q1 		$39.7K Buy
1,301
+25
+2% +$764 0.01% 391
2021
Q4 		$39K Hold
1,276
– – 0.01% 399
2021
Q3 		$39.1K Hold
1,276
– – 0.01% 390
2021
Q2 		$39.1K Hold
1,276
– – 0.02% 352
2021
Q1 		$39.1K Hold
1,276
– – 0.02% 379
2020
Q4 		$39K Hold
1,276
– – 0.02% 325
2020
Q3 		$39K Hold
1,276
– – 0.02% 284
2020
Q2 		$38.9K Hold
1,276
– – 0.02% 269
2020
Q1 		$38K Hold
1,276
– – 0.03% 258
2019
Q4 		$39K Buy
+1,276
New +$39.2K 0.02% 284

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Archer Investment Corporation's FLRN Position: Q2 2024 in Review

Archer Investment Corporation sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2024, closing a stake of 214 shares — an estimated $6.6K sold.

Archer Investment Corporation first reported a position in FLRN in Q4 2019 and held it in 18 quarters. The position peaked at $39.7K in Q1 2022. 325 funds tracked by Wall St. Rank hold FLRN as of Q2 2024.

  • Archer Investment Corporation reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 214 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2024, an estimated $6.6K.
  • Archer Investment Corporation first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 18 quarters.
  • Archer Investment Corporation's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $39.7K in Q1 2022.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2024.

Based on Archer Investment Corporation's 13F filing for Q2 2024, filed 2 Aug 2024.