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

Auour 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	$303K	Sell	9,836 -17	-0.2%	-$523	0.1%	77
2025 Q4	$303K	Sell	9,853 -9,523	-49%	-$293K	0.1%	74
2025 Q3	$598K	Sell	19,376 -252	-1%	-$7.76K	0.19%	50
2025 Q2	$605K	Sell	19,628 -850	-4%	-$26.1K	0.21%	48
2025 Q1	$630K	Buy	20,478 +11,298	+123%	+$348K	0.23%	47
2024 Q4	$283K	Buy	9,180 +1,616	+21%	+$49.7K	0.1%	68
2024 Q3	$233K	Buy	+7,564	New	+$233K	0.08%	74
2023 Q3	–	Sell	-7,437	Closed	-$228K	–	72
2023 Q2	$228K	Buy	+7,437	New	+$227K	0.1%	67

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

Auour Investments's FLRN Position: Q1 2026 in Review

Auour Investments reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.17% in Q1 2026, selling an estimated $523 and leaving 9,836 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #77.

Auour Investments first reported a position in FLRN in Q2 2023 and has held it in 8 quarters since. The position peaked at $630K in Q1 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Auour Investments held 9,836 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $303K as of Q1 2026.
Auour Investments sold 17 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $523.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.1% of Auour Investments's portfolio in Q1 2026, its #77 holding.
Auour Investments first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2023 and has held it in 8 quarters since.
Auour Investments's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $630K in Q1 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Auour Investments's 13F filing for Q1 2026, filed 20 Apr 2026.