SWP
FLRN icon

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

Significant Wealth 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
2024
Q2 		– Sell
-16,581
Closed -$511K – 97
2024
Q1 		$511K Buy
+16,581
New +$509K 0.34% 77

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Significant Wealth Partners's FLRN Position: Q2 2024 in Review

Significant Wealth Partners sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2024, closing a stake of 16,581 shares — an estimated $511K sold.

Significant Wealth Partners first reported a position in FLRN in Q1 2024 and held it in 1 quarter. The position peaked at $511K in Q1 2024. 326 funds tracked by Wall St. Rank hold FLRN as of Q2 2024.

  • Significant Wealth Partners reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 16,581 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2024, an estimated $511K.
  • Significant Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $511K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.