New Century Financial Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

New Century Financial Group’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
2025 Q1	–	Sell	-11,343	Closed	-$349K	–	193
2024 Q4	$349K	Sell	11,343 -15,702	-58%	-$483K	0.15%	182
2024 Q3	$834K	Buy	+27,045	New	+$832K	0.31%	97

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

New Century Financial Group's FLRN Position: Q1 2025 in Review

New Century Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 11,343 shares — an estimated $349K sold.

New Century Financial Group first reported a position in FLRN in Q3 2024 and held it in 2 quarters. The position peaked at $834K in Q3 2024. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

New Century Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 11,343 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $349K.
New Century Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2024 and held it in 2 quarters.
New Century Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $834K in Q3 2024.
322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.