FIM
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Freedom Investment Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Freedom Investment Management’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 		$206K Buy
+6,662
New +$205K 0.06% 105
2025
Q2 		– Sell
-7,069
Closed -$218K – 753
2025
Q1 		$218K Buy
+7,069
New +$218K 0.02% 687
2024
Q2 		– Sell
-6,502
Closed -$200K – 817
2024
Q1 		$200K Sell
6,502
-728
-10% -$22.4K 0.02% 751
2023
Q4 		$221K Sell
7,230
-8,540
-54% -$261K 0.02% 685
2023
Q3 		$484K Sell
15,770
-460
-3% -$14.1K 0.06% 370
2023
Q2 		$498K Sell
16,230
-1,666
-9% -$50.9K 0.06% 397
2023
Q1 		$545K Sell
17,896
-3,757
-17% -$115K 0.06% 382
2022
Q4 		$658K Sell
21,653
-3,588
-14% -$109K 0.07% 336
2022
Q3 		$765K Buy
25,241
+2,194
+10% +$66.5K 0.09% 292
2022
Q2 		$694K Buy
23,047
+1,021
+5% +$31K 0.07% 341
2022
Q1 		$672K Sell
22,026
-96,983
-81% -$2.96M 0.06% 389
2021
Q4 		$3.64M Buy
119,009
+104,917
+745% +$3.21M 0.27% 82
2021
Q3 		$432K Buy
14,092
+1,080
+8% +$33.1K 0.03% 543
2021
Q2 		$399K Sell
13,012
-4,182
-24% -$128K 0.03% 608
2021
Q1 		$527K Sell
17,194
-1,159
-6% -$35.5K 0.04% 506
2020
Q4 		$561K Buy
18,353
+715
+4% +$21.9K 0.06% 304
2020
Q3 		$539K Sell
17,638
-195,150
-92% -$5.96M 0.06% 270
2020
Q2 		$6.49M Buy
212,788
+191,136
+883% +$5.77M 0.71% 24
2020
Q1 		$666K Sell
21,652
-497
-2% -$15K 0.06% 273
2019
Q4 		$681K Sell
22,149
-220,944
-91% -$6.79M 0.06% 273
2019
Q3 		$7.48M Sell
243,093
-66,784
-22% -$2.05M 0.65% 21
2019
Q2 		$9.52M Buy
309,877
+76,440
+33% +$2.35M 0.8% 20
2019
Q1 		$7.17M Buy
233,437
+136,788
+142% +$4.18M 0.58% 28
2018
Q4 		$2.94M Buy
96,649
+7,753
+9% +$237K 0.23% 69
2018
Q3 		$2.73M Sell
88,896
-1,984
-2% -$61K 0.17% 98
2018
Q2 		$2.79M Buy
90,880
+27,036
+42% +$831K 0.17% 97
2018
Q1 		$1.96M Buy
63,844
+2,516
+4% +$77.3K 0.1% 171
2017
Q4 		$1.88M Sell
61,328
-1,303
-2% -$40K 0.1% 169
2017
Q3 		$1.93M Sell
62,631
-12,671
-17% -$389K 0.11% 145
2017
Q2 		$2.31M Buy
75,302
+5,251
+7% +$161K 0.13% 99
2017
Q1 		$2.15M Buy
70,051
+2,326
+3% +$71.3K 0.13% 112
2016
Q4 		$2.07M Sell
67,725
-11,659
-15% -$357K 0.13% 92
2016
Q3 		$2.43M Sell
79,384
-6,668
-8% -$204K 0.16% 76
2016
Q2 		$2.62M Buy
86,052
+10,508
+14% +$321K 0.18% 57
2016
Q1 		$2.3M Sell
75,544
-24,544
-25% -$746K 0.17% 70
2015
Q4 		$3.04M Buy
100,088
+85,761
+599% +$2.61M 0.23% 49
2015
Q3 		$197K Sell
14,327
-16,897
-54% -$515K 0.02% 611
2015
Q2 		$957K Buy
31,224
+4,483
+17% +$137K 0.1% 166
2015
Q1 		$818K Buy
26,741
+7,051
+36% +$215K 0.09% 179
2014
Q4 		$600K Buy
19,690
+501
+3% +$15.3K 0.08% 242
2014
Q3 		$588K Sell
19,189
-249
-1% -$7.63K 0.1% 201
2014
Q2 		$596K Buy
19,438
+5,342
+38% +$164K 0.1% 190
2014
Q1 		$432K Sell
14,096
-7,707
-35% -$236K 0.09% 221
2013
Q4 		$669K Sell
21,803
-908
-4% -$27.8K 0.17% 109
2013
Q3 		$699K Buy
+22,711
New +$699K 0.2% 81

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

Freedom Investment Management's FLRN Position: Q2 2026 in Review

Freedom Investment Management opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 6,662 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in FLRN as recently as Q1 2025.

Freedom Investment Management first reported a position in FLRN in Q3 2013 and has held it in 45 quarters since. The position peaked at $9.52M in Q2 2019. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Freedom Investment Management held 6,662 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $206K as of Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Freedom Investment Management position in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #105 holding.
  • Freedom Investment Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2013 and has held it in 45 quarters since.
  • Freedom Investment Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $9.52M in Q2 2019.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.