Coppell Advisory Solutions’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Coppell Advisory Solutions’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	$14.3M	Buy	+873,369	New	+$26.9M	1.18%	17
2026 Q1	–	Sell	-372,698	Closed	-$11.4M	–	131
2025 Q4	$11.4M	Buy	372,698 +53,713	+17%	+$1.65M	1.13%	20
2025 Q3	$9.84M	Buy	318,985 +56,973	+22%	+$1.75M	1.04%	21
2025 Q2	$8.07M	Buy	262,012 +40,934	+19%	+$1.26M	0.96%	25
2025 Q1	$6.8M	Buy	+221,078	New	+$6.81M	0.94%	24
2023 Q3	–	Sell	-12	Closed	-$368	–	1314
2023 Q2	$368	Buy	+12	New	+$366	﹤0.01%	1264

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

Coppell Advisory Solutions's FLRN Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 873,369 shares worth $14.3M. The stake represents 1.18% of the portfolio and ranks #17 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FLRN as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FLRN in Q2 2023 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Coppell Advisory Solutions held 873,369 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $14.3M as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.18% of Coppell Advisory Solutions's portfolio in Q2 2026, its #17 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2023 and has held it in 6 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.