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

KerberRose 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 		$1.29M Buy
+42,970
New +$1.31M 1.05% 21

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KerberRose Wealth Management opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2022: 42,970 shares worth $1.29M. The stake represents 1.05% of the portfolio and ranks #21 among its holdings.

349 funds tracked by Wall St. Rank hold FLRN as of Q2 2022.

  • KerberRose Wealth Management held 42,970 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.29M as of Q2 2022.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new KerberRose Wealth Management position in Q2 2022.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.05% of KerberRose Wealth Management's portfolio in Q2 2022, its #21 holding.
  • 349 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.