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HBW Advisory Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

HBW Advisory Services’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
-6,861
Closed -$211K – 406
2025
Q1 		$211K Buy
+6,861
New +$211K 0.03% 362
2024
Q3 		– Sell
-9,706
Closed -$299K – 378
2024
Q2 		$299K Buy
+9,706
New +$299K 0.05% 258
2023
Q4 		– Sell
-9,633
Closed -$296K – 310
2023
Q3 		$296K Sell
9,633
-2,516
-21% -$77.1K 0.06% 213
2023
Q2 		$373K Buy
+12,149
New +$371K 0.08% 207
2022
Q4 		– Sell
-25,429
Closed -$770K – 262
2022
Q3 		$770K Buy
+25,429
New +$771K 0.21% 124

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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