Mercer Global Advisors
FLRN icon

Mercer Global Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Mercer Global 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
Q1 		$406K Sell
13,204
-5,491
-29% -$169K ﹤0.01% 2156
2025
Q4 		$574K Buy
18,695
+5,041
+37% +$155K ﹤0.01% 1775
2025
Q3 		$421K Sell
13,654
-9,479
-41% -$292K ﹤0.01% 1861
2025
Q2 		$713K Buy
23,133
+12,771
+123% +$392K ﹤0.01% 1378
2025
Q1 		$319K Buy
10,362
+1,862
+22% +$57.4K ﹤0.01% 1728
2024
Q4 		$261K Sell
8,500
-2,699
-24% -$83K ﹤0.01% 1828
2024
Q3 		$345K Buy
11,199
+531
+5% +$16.3K ﹤0.01% 1552
2024
Q2 		$328K Sell
10,668
-3,444
-24% -$106K ﹤0.01% 1533
2024
Q1 		$435K Buy
+14,112
New +$434K ﹤0.01% 1355
2023
Q2 		– Sell
-8,581
Closed -$261K – 1960
2023
Q1 		$261K Sell
8,581
-3,350
-28% -$102K ﹤0.01% 1589
2022
Q4 		$363K Sell
11,931
-840
-7% -$25.5K ﹤0.01% 1392
2022
Q3 		$387K Sell
12,771
-2,778
-18% -$84.2K ﹤0.01% 1263
2022
Q2 		$468K Sell
15,549
-76
-0.5% -$2.31K ﹤0.01% 1177
2022
Q1 		$476K Buy
15,625
+940
+6% +$28.7K ﹤0.01% 1259
2021
Q4 		$449K Sell
14,685
-2,415
-14% -$73.9K ﹤0.01% 1260
2021
Q3 		$524K Buy
17,100
+4,893
+40% +$150K ﹤0.01% 1143
2021
Q2 		$374K Sell
12,207
-5,618
-32% -$172K ﹤0.01% 1285
2021
Q1 		$546K Buy
+17,825
New +$546K 0.01% 1048
2019
Q2 		– Sell
-6,541
Closed -$201K – 1166
2019
Q1 		$201K Buy
+6,541
New +$200K 0.01% 984

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Mercer Global Advisors's FLRN Position: Q1 2026 in Review

Mercer Global Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 29% in Q1 2026, selling an estimated $169K and leaving 13,204 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Mercer Global Advisors first reported a position in FLRN in Q1 2019 and has held it in 19 quarters since. The position peaked at $713K in Q2 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Mercer Global Advisors held 13,204 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $406K as of Q1 2026.
  • Mercer Global Advisors sold 5,491 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $169K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2156 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and has held it in 19 quarters since.
  • Mercer Global Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $713K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.