MFG
FLRN icon

Macco Financial Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Macco Financial Group’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
Q1 		– Sell
-101,870
Closed -$3.13M – 22
2025
Q4 		$3.13M Buy
+101,870
New +$3.13M 2.69% 12

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Macco Financial Group's FLRN Position: Q1 2026 in Review

Macco Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 101,870 shares — an estimated $3.13M sold.

Macco Financial Group first reported a position in FLRN in Q4 2025 and held it in 1 quarter. The position peaked at $3.13M in Q4 2025. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Macco Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • Macco Financial Group sold 101,870 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $3.13M.
  • Macco Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and held it in 1 quarter.
  • Macco Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3.13M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Macco Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.