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Lane Brothers & Co’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Lane Brothers & Co’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 		$241K Hold
7,802
– – 0.16% 83
2026
Q1 		$240K Sell
7,802
-1,258
-14% -$38.7K 0.18% 73
2025
Q4 		$278K Buy
+9,060
New +$279K 0.2% 66

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

Lane Brothers & Co's FLRN Position: Q2 2026 in Review

Lane Brothers & Co held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 7,802 shares worth $241K. The position accounts for 0.16% of the portfolio, ranked #83.

Lane Brothers & Co first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Lane Brothers & Co held 7,802 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $241K as of Q2 2026.
  • Lane Brothers & Co left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.16% of Lane Brothers & Co's portfolio in Q2 2026, its #83 holding.
  • Lane Brothers & Co first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $278K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.