Salomon & Ludwin’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Salomon & Ludwin’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	-820	Closed	-$25.2K	–	723
2024 Q4	$25.2K	Hold	820	–	–	﹤0.01%	320
2024 Q3	$25.3K	Hold	820	–	–	﹤0.01%	334
2024 Q2	$25.3K	Hold	820	–	–	﹤0.01%	329
2024 Q1	$25.3K	Sell	820 -301	-27%	-$9.25K	﹤0.01%	446
2023 Q4	$34.4K	Hold	1,121	–	–	﹤0.01%	350
2023 Q3	$34.4K	Buy	+1,121	New	+$34.3K	﹤0.01%	350
2020 Q2	–	Sell	-478	Closed	-$14K	–	122
2020 Q1	$14K	Buy	478 +177	+59%	+$5.34K	﹤0.01%	151
2019 Q4	$9K	Buy	+301	New	+$9.25K	﹤0.01%	186

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

Salomon & Ludwin's FLRN Position: Q1 2025 in Review

Salomon & Ludwin sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 820 shares — an estimated $25.2K sold.

Salomon & Ludwin first reported a position in FLRN in Q4 2019 and held it in 8 quarters. The position peaked at $34.4K in Q4 2023. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

Salomon & Ludwin reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
Salomon & Ludwin sold 820 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $25.2K.
Salomon & Ludwin first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 8 quarters.
Salomon & Ludwin's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $34.4K in Q4 2023.
322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.