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Financial Partners Capital Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Financial Partners Capital Management’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
Q3 		– Sell
-12,000
Closed -$366K – 105
2020
Q2 		$366K Buy
+12,000
New +$362K 0.11% 78

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Financial Partners Capital Management's FLRN Position: Q3 2020 in Review

Financial Partners Capital Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2020, closing a stake of 12,000 shares — an estimated $366K sold.

Financial Partners Capital Management first reported a position in FLRN in Q2 2020 and held it in 1 quarter. The position peaked at $366K in Q2 2020. 262 funds tracked by Wall St. Rank hold FLRN as of Q3 2020.

  • Financial Partners Capital Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 12,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2020, an estimated $366K.
  • Financial Partners Capital Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2020 and held it in 1 quarter.
  • Financial Partners Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $366K in Q2 2020.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2020.

Based on Financial Partners Capital Management's 13F filing for Q3 2020, filed 28 Feb 2023.