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

Atria Wealth Solutions’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 Q2	$3.41M	Buy	110,567 +2,732	+3%	+$83.8K	0.08%	288
2025 Q1	$3.32M	Buy	107,835 +34,000	+46%	+$1.05M	0.04%	458
2024 Q4	$2.27M	Buy	73,835 +12,189	+20%	+$375K	0.02%	601
2024 Q3	$1.9M	Sell	61,646 -4,539	-7%	-$140K	0.02%	658
2024 Q2	$2.04M	Buy	66,185 +15,615	+31%	+$481K	0.02%	625
2024 Q1	$1.56M	Buy	50,570 +3,563	+8%	+$109K	0.02%	719
2023 Q4	$1.44M	Sell	47,007 -43,521	-48%	-$1.33M	0.02%	725
2023 Q3	$2.78M	Sell	90,528 -54,342	-38%	-$1.66M	0.04%	462
2023 Q2	$4.45M	Sell	144,870 -81,931	-36%	-$2.5M	0.06%	317
2023 Q1	$6.9M	Buy	226,801 +6,128	+3%	+$187K	0.1%	195
2022 Q4	$6.71M	Buy	220,673 +53,959	+32%	+$1.64M	0.11%	201
2022 Q3	$5.05M	Buy	166,714 +118,077	+243%	+$3.58M	0.09%	228
2022 Q2	$1.46M	Sell	48,637 -7,159	-13%	-$218K	0.03%	547
2022 Q1	$1.7M	Buy	+55,796	New	+$1.7M	0.03%	531

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

CFMC

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

Atria Wealth Solutions's FLRN Position: Q2 2025 in Review

Atria Wealth Solutions increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.5% in Q2 2025, buying an estimated $83.8K and bringing the position to 110,567 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #288.

Atria Wealth Solutions first reported a position in FLRN in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.9M in Q1 2023. 342 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

Atria Wealth Solutions held 110,567 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.41M as of Q2 2025.
Atria Wealth Solutions bought 2,732 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $83.8K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #288 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $6.9M in Q1 2023.
342 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.