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TrueMark Investments’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

TrueMark Investments’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
Q4 		– Sell
-11,627
Closed -$359K – 202
2024
Q3 		$359K Buy
11,627
+2,611
+29% +$80.3K 0.12% 152
2024
Q2 		$278K Buy
+9,016
New +$278K 0.1% 163

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

TrueMark Investments's FLRN Position: Q4 2024 in Review

TrueMark Investments sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2024, closing a stake of 11,627 shares — an estimated $359K sold.

TrueMark Investments first reported a position in FLRN in Q2 2024 and held it in 2 quarters. The position peaked at $359K in Q3 2024. 329 funds tracked by Wall St. Rank hold FLRN as of Q4 2024.

  • TrueMark Investments reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 11,627 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2024, an estimated $359K.
  • TrueMark Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $359K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.