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Meitav Investment House’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-1,746
Closed -$53.6K – 397
2023
Q2 		$53.6K Buy
+1,746
New +$53.3K ﹤0.01% 430
2018
Q3 		– Sell
-32,300
Closed -$993K – 452
2018
Q2 		$993K Hold
32,300
– – 0.04% 206
2018
Q1 		$993K Buy
+32,300
New +$993K 0.05% 162

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House's FLRN Position: Q3 2023 in Review

Meitav Investment House sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2023, closing a stake of 1,746 shares — an estimated $53.6K sold.

Meitav Investment House first reported a position in FLRN in Q1 2018 and held it in 3 quarters. The position peaked at $993K in Q2 2018. 314 funds tracked by Wall St. Rank hold FLRN as of Q3 2023.

  • Meitav Investment House reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,746 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2023, an estimated $53.6K.
  • Meitav Investment House first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2018 and held it in 3 quarters.
  • Meitav Investment House's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $993K in Q2 2018.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.