PFG
FLRN icon

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

Peterson 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
2024
Q3 		$56.3K Buy
+1,826
New +$56.2K 0.22% 81

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Peterson Financial Group's FLRN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2024: 1,826 shares worth $56.3K. The stake represents 0.22% of the portfolio and ranks #81 among its holdings.

316 funds tracked by Wall St. Rank hold FLRN as of Q3 2024.

  • Peterson Financial Group held 1,826 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $56.3K as of Q3 2024.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.22% of Peterson Financial Group's portfolio in Q3 2024, its #81 holding.
  • 316 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.