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

Bell 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
2025 Q3	–	Sell	-29	Closed	-$895	–	1909
2025 Q2	$895	Sell	29 -581	-95%	-$17.8K	﹤0.01%	1620
2025 Q1	$18.8K	Hold	610	–	–	﹤0.01%	404
2024 Q4	$18.7K	Hold	610	–	–	﹤0.01%	403
2024 Q3	$18.8K	Hold	610	–	–	﹤0.01%	417
2024 Q2	$18.8K	Hold	610	–	–	﹤0.01%	408
2024 Q1	$18.8K	Buy	610 +192	+46%	+$5.9K	﹤0.01%	393
2023 Q4	$12.8K	Buy	+418	New	+$12.8K	﹤0.01%	471

Other funds holding FLRN

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

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

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

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

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

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

NYLIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bell Investment Advisors's FLRN Position: Q3 2025 in Review

Bell Investment Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2025, closing a stake of 29 shares — an estimated $895 sold.

Bell Investment Advisors first reported a position in FLRN in Q4 2023 and held it in 7 quarters. The position peaked at $18.8K in Q3 2024. 330 funds tracked by Wall St. Rank hold FLRN as of Q3 2025.

Bell Investment Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 29 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2025, an estimated $895.
Bell Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and held it in 7 quarters.
Bell Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $18.8K in Q3 2024.
330 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.