B. Riley Wealth Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

B. Riley Wealth Advisors’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	-15,039	Closed	-$462K	–	1347
2024 Q4	$462K	Sell	15,039 -312	-2%	-$9.6K	0.02%	723
2024 Q3	$474K	Buy	15,351 +61	+0.4%	+$1.88K	0.01%	760
2024 Q2	$472K	Buy	+15,290	New	+$471K	0.01%	844
2024 Q1	–	Sell	-8,629	Closed	-$264K	–	1467
2023 Q4	$264K	Buy	+8,629	New	+$264K	0.01%	1111
2020 Q1	–	Sell	-49,183	Closed	-$1.51M	–	835
2019 Q4	$1.51M	Buy	49,183 +3,560	+8%	+$109K	0.13%	181
2019 Q3	$1.4M	Buy	45,623 +4,706	+12%	+$144K	0.14%	167
2019 Q2	$1.26M	Buy	40,917 +9,899	+32%	+$304K	0.14%	157
2019 Q1	$953K	Buy	31,018 +15,702	+103%	+$480K	0.12%	193
2018 Q4	$466K	Buy	+15,316	New	+$469K	0.07%	320

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

CFMC

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

B. Riley Wealth Advisors's FLRN Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 15,039 shares — an estimated $462K sold.

B. Riley Wealth Advisors first reported a position in FLRN in Q4 2018 and held it in 9 quarters. The position peaked at $1.51M in Q4 2019. 323 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

B. Riley Wealth Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 15,039 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $462K.
B. Riley Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 9 quarters.
B. Riley Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.51M in Q4 2019.
323 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.