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

Legacy Investment 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
2025
Q2 		$2.04K Buy
+66
New +$2.02K ﹤0.01% 510
2024
Q4 		$2.03K Sell
66
-195
-75% -$6K ﹤0.01% 496
2024
Q3 		$8.03K Buy
+261
New +$8.03K ﹤0.01% 348

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Legacy Investment Solutions's FLRN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025: 66 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FLRN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FLRN in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.03K in Q3 2024. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

  • Legacy Investment Solutions held 66 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.04K as of Q2 2025.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #510 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $8.03K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.