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

EverSource 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
2025
Q1 		– Sell
-14,519
Closed -$446K – 4082
2024
Q4 		$446K Buy
+14,519
New +$447K 0.03% 400

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

EverSource Wealth Advisors's FLRN Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 14,519 shares — an estimated $446K sold.

EverSource Wealth Advisors first reported a position in FLRN in Q4 2024 and held it in 1 quarter. The position peaked at $446K in Q4 2024. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 14,519 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $446K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $446K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.