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Lindbrook Capital’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Lindbrook Capital’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
Q1 		$18 Hold
1
– – ﹤0.01% 2770
2024
Q4 		$18 Hold
1
– – ﹤0.01% 2765
2024
Q3 		$18 Hold
1
– – ﹤0.01% 2816
2024
Q2 		$18 Buy
+1
New +$31 ﹤0.01% 2747

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Lindbrook Capital's FLRN Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2025 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Lindbrook Capital first reported a position in FLRN in Q2 2024 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold FLRN as of Q1 2025.

  • Lindbrook Capital held 1 share of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $18 as of Q1 2025.
  • Lindbrook Capital left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2025.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2770 holding.
  • Lindbrook Capital first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.