Golden State Equity Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Golden State Equity Partners’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	-14,305	Closed	-$441K	–	451
2025 Q1	$441K	Buy	14,305 +6,988	+96%	+$215K	0.09%	269
2024 Q4	$225K	Buy	+7,317	New	+$225K	0.04%	386

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Golden State Equity Partners's FLRN Position: Q2 2025 in Review

Golden State Equity Partners sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025, closing a stake of 14,305 shares — an estimated $441K sold.

Golden State Equity Partners first reported a position in FLRN in Q4 2024 and held it in 2 quarters. The position peaked at $441K in Q1 2025. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

Golden State Equity Partners reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 14,305 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $441K.
Golden State Equity Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 2 quarters.
Golden State Equity Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $441K 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 Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.