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Wetzel Investment Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-1,643
Closed -$50.7K – 395
2024
Q2 		$50.7K Hold
1,643
– – 0.03% 237
2024
Q1 		$50.6K Sell
1,643
-143
-8% -$4.39K 0.03% 249
2023
Q4 		$55K Buy
+1,786
New +$54.7K 0.03% 241

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Wetzel Investment Advisors's FLRN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2024, closing a stake of 1,643 shares — an estimated $50.7K sold.

Wetzel Investment Advisors first reported a position in FLRN in Q4 2023 and held it in 3 quarters. The position peaked at $55K in Q4 2023. 315 funds tracked by Wall St. Rank hold FLRN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,643 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2024, an estimated $50.7K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $55K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.