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

Steward 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
2022
Q3 		– Sell
-147
Closed -$4K – 533
2022
Q2 		$4K Buy
+147
New +$4.47K ﹤0.01% 379

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APP
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Morgan Stanley
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Steward Financial Group's FLRN Position: Q3 2022 in Review

Steward Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2022, closing a stake of 147 shares — an estimated $4K sold.

Steward Financial Group first reported a position in FLRN in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 338 funds tracked by Wall St. Rank hold FLRN as of Q3 2022.

  • Steward Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 147 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2022, an estimated $4K.
  • Steward Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.