Legacy Capital Wealth Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
Bought
Maintained
Sold
Other funds holding FLRN
BCMIO
NYLIM
CFMC
Legacy Capital Wealth Partners's FLRN Position: Q1 2026 in Review
Legacy Capital Wealth Partners reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 18% in Q1 2026, selling an estimated $97.7K and leaving 14,382 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #222.
Legacy Capital Wealth Partners first reported a position in FLRN in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2023. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.
- Legacy Capital Wealth Partners held 14,382 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $443K as of Q1 2026.
- Legacy Capital Wealth Partners sold 3,173 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $97.7K.
- State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #222 holding.
- Legacy Capital Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2023 and has held it in 7 quarters since.
- Legacy Capital Wealth Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.12M in Q1 2023.
- 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.
Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.