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Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-38
Closed -$1K – 2510
2018
Q4 		$1K Hold
38
– – ﹤0.01% 2263
2018
Q3 		$1K Hold
38
– – ﹤0.01% 2280
2018
Q2 		$1K Hold
38
– – ﹤0.01% 2304
2018
Q1 		$1K Buy
+38
New +$1.17K ﹤0.01% 2328

Other funds holding FLRN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FLRN Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2019, closing a stake of 38 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in FLRN in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 294 funds tracked by Wall St. Rank hold FLRN as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 38 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1K in Q4 2018.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.