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

Kingsview 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
2023
Q4 		– Sell
-8,573
Closed -$263K – 969
2023
Q3 		$263K Buy
+8,573
New +$263K 0.01% 798

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's FLRN Position: Q4 2023 in Review

Kingsview Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2023, closing a stake of 8,573 shares — an estimated $263K sold.

Kingsview Wealth Management first reported a position in FLRN in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 326 funds tracked by Wall St. Rank hold FLRN as of Q4 2023.

  • Kingsview Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,573 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2023, an estimated $263K.
  • Kingsview Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $263K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.