FP
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Fiduciary Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Fiduciary Planning’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
2020
Q1 		– Sell
-25,245
Closed -$778K – 53
2019
Q4 		$778K Buy
+25,245
New +$776K 0.72% 24

Other funds holding FLRN

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Planning's FLRN Position: Q1 2020 in Review

Fiduciary Planning sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2020, closing a stake of 25,245 shares — an estimated $778K sold.

Fiduciary Planning first reported a position in FLRN in Q4 2019 and held it in 1 quarter. The position peaked at $778K in Q4 2019. 283 funds tracked by Wall St. Rank hold FLRN as of Q1 2020.

  • Fiduciary Planning reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 25,245 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2020, an estimated $778K.
  • Fiduciary Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $778K in Q4 2019.
  • 283 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.