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

Concurrent 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
2026
Q2 		$2.16M Buy
+69,892
New +$2.15M 0.02% 695

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

Concurrent Investment Advisors's FLRN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 69,892 shares worth $2.16M. The stake represents 0.02% of the portfolio and ranks #695 among its holdings.

362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Concurrent Investment Advisors held 69,892 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.16M as of Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #695 holding.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.