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Mariner Independent Advisor Network’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$2.82M Buy
93,079
+27,012
+41% +$819K 0.12% 182
2022
Q2 		$1.99M Buy
+66,067
New +$2.01M 0.08% 253

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Mariner Independent Advisor Network's FLRN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 41% in Q3 2022, buying an estimated $819K and bringing the position to 93,079 shares worth $2.82M. The position accounts for 0.12% of the portfolio, ranked #182.

Mariner Independent Advisor Network first reported a position in FLRN in Q2 2022 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold FLRN as of Q3 2022.

  • Mariner Independent Advisor Network held 93,079 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.82M as of Q3 2022.
  • Mariner Independent Advisor Network bought 27,012 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2022, an estimated $819K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.12% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #182 holding.
  • Mariner Independent Advisor Network first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.