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Legacy Wealth Partners (Colorado)’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$1.12M Buy
+36,154
New +$1.11M 0.25% 66

Other funds holding FLRN

Wealthfront Advisers
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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

Legacy Wealth Partners (Colorado)'s FLRN Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 36,154 shares worth $1.12M. The stake represents 0.25% of the portfolio and ranks #66 among its holdings.

362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 36,154 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.12M as of Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.25% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #66 holding.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.