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Atwood & Palmer’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Atwood & Palmer’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
2023
Q1 		– Sell
-330
Closed -$10K – 379
2022
Q4 		$10K Buy
+330
New +$10K ﹤0.01% 319

Other funds holding FLRN

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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwood & Palmer's FLRN Position: Q1 2023 in Review

Atwood & Palmer sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2023, closing a stake of 330 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in FLRN in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 335 funds tracked by Wall St. Rank hold FLRN as of Q1 2023.

  • Atwood & Palmer reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 330 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2023, an estimated $10K.
  • Atwood & Palmer first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2022 and held it in 1 quarter.
  • Atwood & Palmer's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $10K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.