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Platform Technology Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Platform Technology Partners’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
Q3 		– Sell
-6,500
Closed -$200K – 264
2025
Q2 		$200K Buy
+6,500
New +$199K 0.05% 243

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Ameriprise
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Platform Technology Partners's FLRN Position: Q3 2025 in Review

Platform Technology Partners sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2025, closing a stake of 6,500 shares — an estimated $200K sold.

Platform Technology Partners first reported a position in FLRN in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 330 funds tracked by Wall St. Rank hold FLRN as of Q3 2025.

  • Platform Technology Partners reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
  • Platform Technology Partners sold 6,500 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2025, an estimated $200K.
  • Platform Technology Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and held it in 1 quarter.
  • Platform Technology Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $200K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2025.

Based on Platform Technology Partners's 13F filing for Q3 2025, filed 29 Oct 2025.