Seed Wealth Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Seed Wealth Management’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 Q4	–	Sell	-8,000	Closed	-$246K	–	151
2023 Q3	$246K	Hold	8,000	–	–	0.28%	101
2023 Q2	$246K	Sell	8,000 -2,000	-20%	-$61.1K	0.26%	106
2023 Q1	$304K	Sell	10,000 -250	-2%	-$7.62K	0.34%	76
2022 Q4	$311K	Buy	+10,250	New	+$311K	0.36%	76

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seed Wealth Management's FLRN Position: Q4 2023 in Review

Seed Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2023, closing a stake of 8,000 shares — an estimated $246K sold.

Seed Wealth Management first reported a position in FLRN in Q4 2022 and held it in 4 quarters. The position peaked at $311K in Q4 2022. 326 funds tracked by Wall St. Rank hold FLRN as of Q4 2023.

Seed Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2023 after selling out during the quarter.
Seed Wealth Management sold 8,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2023, an estimated $246K.
Seed Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2022 and held it in 4 quarters.
Seed Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $311K in Q4 2022.
326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2023.

Based on Seed Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.