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

Wealthcare Capital 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
2025
Q1 		– Sell
-11,206
Closed -$344K – 130
2024
Q4 		$344K Buy
+11,206
New +$345K 0.18% 90

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LPL Financial
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Renaissance Technologies
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Bank of America
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
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

Wealthcare Capital Partners's FLRN Position: Q1 2025 in Review

Wealthcare Capital Partners sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2025, closing a stake of 11,206 shares — an estimated $344K sold.

Wealthcare Capital Partners first reported a position in FLRN in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

  • Wealthcare Capital Partners reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Capital Partners sold 11,206 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2025, an estimated $344K.
  • Wealthcare Capital Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 1 quarter.
  • Wealthcare Capital Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $344K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on Wealthcare Capital Partners's 13F filing for Q1 2025, filed 14 Apr 2025.