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

Crewe 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
2019
Q3 		– Sell
-58
Closed -$2K – 250
2019
Q2 		$2K Buy
+58
New +$1.78K ﹤0.01% 262

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Crewe Advisors's FLRN Position: Q3 2019 in Review

Crewe Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2019, closing a stake of 58 shares — an estimated $2K sold.

Crewe Advisors first reported a position in FLRN in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 278 funds tracked by Wall St. Rank hold FLRN as of Q3 2019.

  • Crewe Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2019 after selling out during the quarter.
  • Crewe Advisors sold 58 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2019, an estimated $2K.
  • Crewe Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2019 and held it in 1 quarter.
  • Crewe Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.