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

Atomi Financial Group’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
Q1 		– Sell
-7,174
Closed -$220K – 1065
2024
Q4 		$220K Sell
7,174
-1,043
-13% -$32.1K 0.01% 871
2024
Q3 		$253K Buy
+8,217
New +$253K 0.02% 746

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Atomi Financial Group's FLRN Position: Q1 2025 in Review

Atomi Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 7,174 shares — an estimated $220K sold.

Atomi Financial Group first reported a position in FLRN in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

  • Atomi Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 7,174 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $220K.
  • Atomi Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2024 and held it in 2 quarters.
  • Atomi Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $253K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.