Benjamin Edwards Inc’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Benjamin Edwards Inc’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 Q2	$967K	Buy	31,355 +3,171	+11%	+$97.6K	0.01%	812
2026 Q1	$868K	Buy	28,184 +1,256	+5%	+$38.7K	0.01%	805
2025 Q4	$827K	Buy	26,928 +1,430	+6%	+$44K	0.01%	780
2025 Q3	$787K	Buy	25,498 +18,990	+292%	+$585K	0.01%	776
2025 Q2	$201K	Sell	6,508 -10	-0.2%	-$307	﹤0.01%	1117
2025 Q1	$201K	Sell	6,518 -14,750	-69%	-$454K	﹤0.01%	1049
2024 Q4	$654K	Buy	21,268 +1,706	+9%	+$52.5K	0.01%	744
2024 Q3	$603K	Buy	+19,562	New	+$602K	0.01%	738

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

CFMC

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Benjamin Edwards Inc's FLRN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 11% in Q2 2026, buying an estimated $97.6K and bringing the position to 31,355 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #812.

Benjamin Edwards Inc first reported a position in FLRN in Q3 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Benjamin Edwards Inc held 31,355 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $967K as of Q2 2026.
Benjamin Edwards Inc bought 3,171 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $97.6K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #812 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2024 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.