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

Clearview 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
2023 Q4	–	Sell	-6,645	Closed	-$204K	–	116
2023 Q3	$204K	Hold	6,645	–	–	0.25%	113
2023 Q2	$204K	Hold	6,645	–	–	0.21%	107
2023 Q1	$202K	Hold	6,645	–	–	0.2%	114
2022 Q4	$202K	Hold	6,645	–	–	0.16%	92
2022 Q3	$201K	Hold	6,645	–	–	0.16%	85
2022 Q2	$200K	Buy	+6,645	New	+$202K	0.15%	87

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's FLRN Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2023, closing a stake of 6,645 shares — an estimated $204K sold.

Clearview Wealth Advisors first reported a position in FLRN in Q2 2022 and held it in 6 quarters. The position peaked at $204K in Q3 2023. 326 funds tracked by Wall St. Rank hold FLRN as of Q4 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 6,645 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2023, an estimated $204K.
Clearview Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and held it in 6 quarters.
Clearview Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $204K in Q3 2023.
326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.