10Elms LLP’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

10Elms LLP’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
2026 Q1	$1.59M	Buy	51,585 +40,455	+363%	+$1.25M	1%	30
2025 Q4	$342K	Hold	11,130	–	–	0.31%	59
2025 Q3	$343K	Hold	11,130	–	–	0.31%	60
2025 Q2	$343K	Sell	11,130 -208	-2%	-$6.38K	0.33%	55
2025 Q1	$349K	Sell	11,338 -102	-0.9%	-$3.14K	0.35%	53
2024 Q4	$352K	Buy	+11,440	New	+$352K	0.36%	53

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

10Elms LLP's FLRN Position: Q1 2026 in Review

10Elms LLP increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 363% in Q1 2026, buying an estimated $1.25M and bringing the position to 51,585 shares worth $1.59M. The position accounts for 1% of the portfolio, ranked #30.

10Elms LLP first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

10Elms LLP held 51,585 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.59M as of Q1 2026.
10Elms LLP bought 40,455 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $1.25M.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1% of 10Elms LLP's portfolio in Q1 2026, its #30 holding.
10Elms LLP first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.