Betterment LLC
FLRN icon

Betterment LLC’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Betterment LLC’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
-7,458
Closed -$230K – 393
2024
Q1 		$230K Buy
7,458
+45
+0.6% +$1.38K ﹤0.01% 341
2023
Q4 		$227K Buy
7,413
+586
+9% +$17.9K ﹤0.01% 308
2023
Q3 		$210K Buy
+6,827
New +$209K ﹤0.01% 296

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

Betterment LLC's FLRN Position: Q2 2024 in Review

Betterment LLC sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2024, closing a stake of 7,458 shares — an estimated $230K sold.

Betterment LLC first reported a position in FLRN in Q3 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 325 funds tracked by Wall St. Rank hold FLRN as of Q2 2024.

  • Betterment LLC reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2024 after selling out during the quarter.
  • Betterment LLC sold 7,458 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2024, an estimated $230K.
  • Betterment LLC first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2023 and held it in 3 quarters.
  • Betterment LLC's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $230K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.