Bessemer Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Bessemer Group’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	$4K	Sell	133 -454	-77%	-$14K	﹤0.01%	2256
2025 Q4	$18K	Buy	+587	New	+$18.1K	﹤0.01%	1916
2024 Q2	–	Sell	-138	Closed	-$4K	–	2071
2024 Q1	$4K	Hold	138	–	–	﹤0.01%	1763
2023 Q4	$4K	Hold	138	–	–	﹤0.01%	1818
2023 Q3	$4K	Hold	138	–	–	﹤0.01%	1783
2023 Q2	$4K	Hold	138	–	–	﹤0.01%	1862
2023 Q1	$4K	Buy	+138	New	+$4.21K	﹤0.01%	1651
2021 Q3	–	Sell	-110	Closed	-$3K	–	1694
2021 Q2	$3K	Buy	+110	New	+$3.37K	﹤0.01%	1472

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

Bessemer Group's FLRN Position: Q1 2026 in Review

Bessemer Group reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 77% in Q1 2026, selling an estimated $14K and leaving 133 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Bessemer Group first reported a position in FLRN in Q2 2021 and has held it in 8 quarters since. The position peaked at $18K in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Bessemer Group held 133 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $4K as of Q1 2026.
Bessemer Group sold 454 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $14K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2256 holding.
Bessemer Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2021 and has held it in 8 quarters since.
Bessemer Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $18K in Q4 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.