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

Hartford Financial 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
2024
Q1 		– Sell
-2,876
Closed -$88K – 391
2023
Q4 		$88K Hold
2,876
– – 0.02% 190
2023
Q3 		$88.4K Hold
2,876
– – 0.02% 187
2023
Q2 		$88.3K Hold
2,876
– – 0.02% 189
2023
Q1 		$87.5K Sell
2,876
-1,144
-28% -$34.9K 0.02% 183
2022
Q4 		$122K Sell
4,020
-3,530
-47% -$107K 0.03% 168
2022
Q3 		$229K Buy
7,550
+18
+0.2% +$546 0.07% 148
2022
Q2 		$227K Sell
7,532
-245
-3% -$7.45K 0.06% 143
2022
Q1 		$237K Sell
7,777
-279
-3% -$8.52K 0.06% 145
2021
Q4 		$246K Buy
8,056
+53
+0.7% +$1.62K 0.06% 144
2021
Q3 		$245K Buy
8,003
+3
+0% +$92 0.06% 143
2021
Q2 		$245K Buy
8,000
+4
+0.1% +$123 0.06% 143
2021
Q1 		$245K Sell
7,996
-5,103
-39% -$156K 0.06% 141
2020
Q4 		$401K Sell
13,099
-19,036
-59% -$582K 0.11% 128
2020
Q3 		$983K Sell
32,135
-21,850
-40% -$668K 0.29% 99
2020
Q2 		$1.65M Sell
53,985
-163,299
-75% -$4.93M 0.53% 71
2020
Q1 		$6.39M Sell
217,284
-69,920
-24% -$2.11M 2.55% 3
2019
Q4 		$8.83M Buy
287,204
+3,092
+1% +$95K 2.76% 2
2019
Q3 		$8.74M Buy
284,112
+691
+0.2% +$21.2K 2.92% 2
2019
Q2 		$8.71M Buy
283,421
+5,386
+2% +$165K 2.91% 1
2019
Q1 		$8.54M Buy
278,035
+13,238
+5% +$405K 2.92% 1
2018
Q4 		$8.04M Sell
264,797
-19,911
-7% -$609K 3.07% 1
2018
Q3 		$8.77M Buy
284,708
+14,196
+5% +$437K 2.97% 1
2018
Q2 		$8.32M Buy
270,512
+3,374
+1% +$104K 2.96% 1
2018
Q1 		$8.21M Buy
267,138
+48,603
+22% +$1.49M 4.16% 2
2017
Q4 		$6.7M Buy
218,535
+974
+0.4% +$29.9K 3.29% 3
2017
Q3 		$6.69M Buy
217,561
+1,983
+0.9% +$60.9K 3.39% 3
2017
Q2 		$6.62M Sell
215,578
-4,013
-2% -$123K 2.98% 4
2017
Q1 		$6.75M Buy
+219,591
New +$6.73M 4.07% 1

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hartford Financial Management's FLRN Position: Q1 2024 in Review

Hartford Financial Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2024, closing a stake of 2,876 shares — an estimated $88K sold.

Hartford Financial Management first reported a position in FLRN in Q1 2017 and held it in 28 quarters. The position peaked at $8.83M in Q4 2019. 319 funds tracked by Wall St. Rank hold FLRN as of Q1 2024.

  • Hartford Financial Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2024 after selling out during the quarter.
  • Hartford Financial Management sold 2,876 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2024, an estimated $88K.
  • Hartford Financial Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and held it in 28 quarters.
  • Hartford Financial Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $8.83M in Q4 2019.
  • 319 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2024.

Based on Hartford Financial Management's 13F filing for Q1 2024, filed 24 Apr 2024.