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David Kennon’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

David Kennon’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
Q2 		– Sell
-8,927
Closed -$272K – 30
2023
Q1 		$272K Buy
+8,927
New +$272K 0.13% 27

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

David Kennon's FLRN Position: Q2 2023 in Review

David Kennon sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2023, closing a stake of 8,927 shares — an estimated $272K sold.

David Kennon first reported a position in FLRN in Q1 2023 and held it in 1 quarter. The position peaked at $272K in Q1 2023. 323 funds tracked by Wall St. Rank hold FLRN as of Q2 2023.

  • David Kennon reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2023 after selling out during the quarter.
  • David Kennon sold 8,927 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2023, an estimated $272K.
  • David Kennon first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2023 and held it in 1 quarter.
  • David Kennon's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $272K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2023.

Based on David Kennon's 13F filing for Q2 2023, filed 31 Jul 2023.