Gradient Investments’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-16	Closed	-$494	–	665
2024 Q2	$494	Hold	16	–	–	﹤0.01%	1186
2024 Q1	$493	Sell	16 -80	-83%	-$2.46K	﹤0.01%	1018
2023 Q4	$2.94K	Hold	96	–	–	﹤0.01%	1125
2023 Q3	$2.95K	Hold	96	–	–	﹤0.01%	1076
2023 Q2	$2.95K	Sell	96 -246	-72%	-$7.51K	﹤0.01%	1068
2023 Q1	$10.4K	Buy	342 +246	+256%	+$7.5K	﹤0.01%	804
2022 Q4	$2.92K	Hold	96	–	–	﹤0.01%	1030
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	1054
2022 Q2	$3K	Hold	96	–	–	﹤0.01%	981
2022 Q1	$3K	Hold	96	–	–	﹤0.01%	970
2021 Q4	$3K	Hold	96	–	–	﹤0.01%	1015
2021 Q3	$3K	Hold	96	–	–	﹤0.01%	951
2021 Q2	$3K	Hold	96	–	–	﹤0.01%	943
2021 Q1	$3K	Hold	96	–	–	﹤0.01%	955
2020 Q4	$3K	Hold	96	–	–	﹤0.01%	882
2020 Q3	$3K	Hold	96	–	–	﹤0.01%	888
2020 Q2	$3K	Hold	96	–	–	﹤0.01%	829
2020 Q1	$3K	Hold	96	–	–	﹤0.01%	849
2019 Q4	$3K	Hold	96	–	–	﹤0.01%	888
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	868
2019 Q2	$3K	Buy	+96	New	+$2.95K	﹤0.01%	828

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Gradient Investments's FLRN Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2024, closing a stake of 16 shares — an estimated $494 sold.

Gradient Investments first reported a position in FLRN in Q2 2019 and held it in 21 quarters. The position peaked at $10.4K in Q1 2023. 315 funds tracked by Wall St. Rank hold FLRN as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 16 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2024, an estimated $494.
Gradient Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2019 and held it in 21 quarters.
Gradient Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $10.4K in Q1 2023.
315 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.