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

Atria 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
2026
Q1 		$6.02M Buy
195,468
+58,612
+43% +$1.8M 0.07% 314
2025
Q4 		$4.21M Buy
136,856
+123,281
+908% +$3.79M 0.05% 441
2025
Q3 		$419K Buy
13,575
+2,977
+28% +$91.7K ﹤0.01% 1520
2025
Q2 		$327K Buy
10,598
+1,663
+19% +$51K ﹤0.01% 1669
2025
Q1 		$275K Buy
+8,935
New +$275K ﹤0.01% 1657
2024
Q4 		– Sell
-224,766
Closed -$6.93M – 1902
2024
Q3 		$6.93M Buy
224,766
+88,644
+65% +$2.73M 0.09% 264
2024
Q2 		$4.2M Sell
136,122
-73,660
-35% -$2.27M 0.05% 394
2024
Q1 		$6.47M Buy
209,782
+5,019
+2% +$154K 0.09% 272
2023
Q4 		$6.26M Sell
204,763
-49,973
-20% -$1.53M 0.1% 243
2023
Q3 		$7.83M Buy
254,736
+2,783
+1% +$85.3K 0.14% 177
2023
Q2 		$7.73M Buy
251,953
+2,068
+0.8% +$63.1K 0.14% 171
2023
Q1 		$7.6M Sell
249,885
-51,200
-17% -$1.56M 0.14% 170
2022
Q4 		$9.15M Buy
301,085
+6,725
+2% +$204K 0.19% 134
2022
Q3 		$8.92M Buy
294,360
+132,036
+81% +$4M 0.2% 122
2022
Q2 		$4.89M Buy
162,324
+85,390
+111% +$2.6M 0.1% 235
2022
Q1 		$2.35M Buy
+76,934
New +$2.35M 0.04% 501
2021
Q1 		– Sell
-42,859
Closed -$1.31M – 723
2020
Q4 		$1.31M Sell
42,859
-393
-0.9% -$12K 0.03% 572
2020
Q3 		$1.32M Buy
43,252
+3,144
+8% +$96.1K 0.04% 470
2020
Q2 		$1.22M Buy
40,108
+15,184
+61% +$458K 0.04% 447
2020
Q1 		$733K Buy
24,924
+890
+4% +$26.9K 0.06% 279
2019
Q4 		$739K Buy
24,034
+2,703
+13% +$83.1K 0.02% 648
2019
Q3 		$656K Buy
21,331
+1,479
+7% +$45.4K 0.02% 519
2019
Q2 		$609K Sell
19,852
-17,521
-47% -$538K 0.02% 529
2019
Q1 		$1.15M Buy
37,373
+11,606
+45% +$355K 0.05% 319
2018
Q4 		$783K Buy
25,767
+17,461
+210% +$534K 0.03% 369
2018
Q3 		$256K Sell
8,306
-51,901
-86% -$1.6M 0.01% 836
2018
Q2 		$1.85M Buy
60,207
+4,533
+8% +$139K 0.08% 244
2018
Q1 		$1.71M Buy
55,674
+1,201
+2% +$36.9K 0.08% 236
2017
Q4 		$1.67M Buy
54,473
+9,382
+21% +$288K 0.08% 242
2017
Q3 		$1.39M Buy
45,091
+2,800
+7% +$86K 0.08% 244
2017
Q2 		$1.3M Buy
42,291
+2,545
+6% +$78.2K 0.08% 247
2017
Q1 		$1.22M Buy
+39,746
New +$1.22M 0.08% 233

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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

Atria Investments's FLRN Position: Q1 2026 in Review

Atria Investments increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 43% in Q1 2026, buying an estimated $1.8M and bringing the position to 195,468 shares worth $6.02M. The position accounts for 0.07% of the portfolio, ranked #314.

Atria Investments first reported a position in FLRN in Q1 2017 and has held it in 32 quarters since. The position peaked at $9.15M in Q4 2022. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Atria Investments held 195,468 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.02M as of Q1 2026.
  • Atria Investments bought 58,612 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $1.8M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #314 holding.
  • Atria Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and has held it in 32 quarters since.
  • Atria Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $9.15M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.