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

Burleson & Co’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
2022
Q4 		$6.11K Hold
201
– – ﹤0.01% 295
2022
Q3 		$6K Hold
201
– – ﹤0.01% 303
2022
Q2 		$6K Buy
+201
New +$6.11K ﹤0.01% 289

Other funds holding FLRN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's FLRN Position: Q4 2022 in Review

Burleson & Co held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q4 2022 at 201 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Burleson & Co first reported a position in FLRN in Q2 2022 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold FLRN as of Q4 2022.

  • Burleson & Co held 201 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.11K as of Q4 2022.
  • Burleson & Co left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q4 2022.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #295 holding.
  • Burleson & Co first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.