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

Kelly Financial 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
2024 Q1	–	Sell	-4	Closed	-$130	–	810
2023 Q4	$130	Sell	4 -695	-99%	-$21.3K	﹤0.01%	747
2023 Q3	$21.5K	Buy	699 +10	+1%	+$306	0.01%	274
2023 Q2	$21.2K	Buy	689 +9	+1%	+$275	0.01%	283
2023 Q1	$20.7K	Buy	680 +6	+0.9%	+$183	0.01%	274
2022 Q4	$20.5K	Buy	674 +8	+1%	+$242	0.01%	264
2022 Q3	$20.2K	Buy	+666	New	+$20.2K	0.01%	259

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

Kelly Financial Services's FLRN Position: Q1 2024 in Review

Kelly Financial Services sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2024, closing a stake of 4 shares — an estimated $130 sold.

Kelly Financial Services first reported a position in FLRN in Q3 2022 and held it in 6 quarters. The position peaked at $21.5K in Q3 2023. 319 funds tracked by Wall St. Rank hold FLRN as of Q1 2024.

Kelly Financial Services reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2024 after selling out during the quarter.
Kelly Financial Services sold 4 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2024, an estimated $130.
Kelly Financial Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and held it in 6 quarters.
Kelly Financial Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $21.5K in Q3 2023.
319 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.