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

Legacy Edge 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 		$6.8M Sell
220,717
-34,687
-14% -$1.07M 0.91% 29
2026
Q1 		$7.86M Buy
255,404
+9,926
+4% +$305K 0.83% 31
2025
Q4 		$7.54M Buy
+245,478
New +$7.55M 0.83% 30

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Legacy Edge Advisors's FLRN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 14% in Q2 2026, selling an estimated $1.07M and leaving 220,717 shares worth $6.8M. The position accounts for 0.91% of the portfolio, ranked #29.

Legacy Edge Advisors first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.86M in Q1 2026. 247 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Legacy Edge Advisors held 220,717 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.8M as of Q2 2026.
  • Legacy Edge Advisors sold 34,687 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.07M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.91% of Legacy Edge Advisors's portfolio in Q2 2026, its #29 holding.
  • Legacy Edge Advisors 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.
  • Legacy Edge Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $7.86M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.