HWM
FLRN icon

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

Howard Wealth 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
2022
Q2 		– Sell
-6,665
Closed -$203K – 80
2022
Q1 		$203K Buy
+6,665
New +$204K 0.11% 130
2020
Q1 		– Sell
-958
Closed -$29K – 243
2019
Q4 		$29K Buy
+958
New +$29.4K 0.02% 243

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Wealth Management's FLRN Position: Q2 2022 in Review

Howard Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2022, closing a stake of 6,665 shares — an estimated $203K sold.

Howard Wealth Management first reported a position in FLRN in Q4 2019 and held it in 2 quarters. The position peaked at $203K in Q1 2022. 350 funds tracked by Wall St. Rank hold FLRN as of Q2 2022.

  • Howard Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
  • Howard Wealth Management sold 6,665 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2022, an estimated $203K.
  • Howard Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 2 quarters.
  • Howard Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $203K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2022.

Based on Howard Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.