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

Nations 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
2025 Q4	–	Sell	-10,373	Closed	-$320K	–	752
2025 Q3	$320K	Sell	10,373 -1,460	-12%	-$45K	0.02%	585
2025 Q2	$365K	Sell	11,833 -1,060	-8%	-$32.5K	0.03%	517
2025 Q1	$397K	Sell	12,893 -3,223	-20%	-$99.3K	0.03%	479
2024 Q4	$495K	Sell	16,116 -1,364	-8%	-$42K	0.04%	438
2024 Q3	$539K	Buy	17,480 +1,947	+13%	+$59.9K	0.04%	415
2024 Q2	$479K	Sell	15,533 -2,575	-14%	-$79.3K	0.04%	416
2024 Q1	$558K	Buy	18,108 +455	+3%	+$14K	0.05%	383
2023 Q4	$540K	Buy	17,653 +1,803	+11%	+$55.2K	0.05%	367
2023 Q3	$487K	Buy	15,850 +4,453	+39%	+$136K	0.05%	370
2023 Q2	$350K	Buy	11,397 +2,092	+22%	+$63.9K	0.03%	460
2023 Q1	$283K	Buy	+9,305	New	+$284K	0.03%	500

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Nations Financial Group's FLRN Position: Q4 2025 in Review

Nations Financial Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 10,373 shares — an estimated $320K sold.

Nations Financial Group first reported a position in FLRN in Q1 2023 and held it in 11 quarters. The position peaked at $558K in Q1 2024. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

Nations Financial Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Nations Financial Group sold 10,373 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $320K.
Nations Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2023 and held it in 11 quarters.
Nations Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $558K in Q1 2024.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on Nations Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.