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

Fourth Dimension Wealth’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
Q2 		– Sell
-7
Closed -$216 – 616
2025
Q1 		$216 Hold
7
– – ﹤0.01% 597
2024
Q4 		$215 Buy
+7
New +$215 ﹤0.01% 602

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Fourth Dimension Wealth's FLRN Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025, closing a stake of 7 shares — an estimated $216 sold.

Fourth Dimension Wealth first reported a position in FLRN in Q4 2024 and held it in 2 quarters. The position peaked at $216 in Q1 2025. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 7 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $216.
  • Fourth Dimension Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $216 in Q1 2025.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.