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

CIBC Private Wealth 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
2025 Q4	$38K	Sell	1,235 -390	-24%	-$12K	﹤0.01%	1900
2025 Q3	$50.1K	Hold	1,625	–	–	﹤0.01%	1795
2025 Q2	$50.1K	Hold	1,625	–	–	﹤0.01%	1663
2025 Q1	$49.3K	Hold	1,625	–	–	﹤0.01%	1633
2024 Q4	$50K	Hold	1,625	–	–	﹤0.01%	1678
2024 Q3	$50.1K	Hold	1,625	–	–	﹤0.01%	1773
2024 Q2	$50K	Hold	1,625	–	–	﹤0.01%	1676
2024 Q1	$49.9K	Buy	+1,625	New	+$49.9K	﹤0.01%	1682
2023 Q1	–	Sell	-5,300	Closed	-$311K	–	902
2022 Q4	$311K	Buy	+5,300	New	+$161K	﹤0.01%	678
2022 Q3	–	Sell	-5,700	Closed	-$172K	–	1008
2022 Q2	$172K	Hold	5,700	–	–	﹤0.01%	895
2022 Q1	$174K	Buy	+5,700	New	+$174K	﹤0.01%	968
2018 Q4	–	Sell	-15,607	Closed	-$481K	–	888
2018 Q3	$481K	Buy	15,607 +13,980	+859%	+$430K	﹤0.01%	788
2018 Q2	$50K	Buy	+1,627	New	+$50K	﹤0.01%	1167

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CFMC

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

CIBC Private Wealth Group's FLRN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 24% in Q4 2025, selling an estimated $12K and leaving 1,235 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

CIBC Private Wealth Group first reported a position in FLRN in Q2 2018 and has held it in 13 quarters since. The position peaked at $481K in Q3 2018. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

CIBC Private Wealth Group held 1,235 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $38K as of Q4 2025.
CIBC Private Wealth Group sold 390 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $12K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1900 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2018 and has held it in 13 quarters since.
CIBC Private Wealth Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $481K in Q3 2018.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.