NYLIM
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New York Life Investment Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

New York Life Investment Management’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 		$46.7M Sell
1,517,027
-46,964
-3% -$1.45M 0.4% 47
2025
Q4 		$48.1M Sell
1,563,991
-4,295
-0.3% -$132K 0.41% 44
2025
Q3 		$48.4M Buy
1,568,286
+281,908
+22% +$8.68M 0.43% 42
2025
Q2 		$39.7M Sell
1,286,378
-303,707
-19% -$9.32M 0.37% 49
2025
Q1 		$49M Sell
1,590,085
-21,650
-1% -$667K 0.5% 38
2024
Q4 		$49.5M Buy
1,611,735
+111,747
+7% +$3.44M 0.48% 36
2024
Q3 		$46.3M Buy
1,499,988
+157,285
+12% +$4.84M 0.45% 41
2024
Q2 		$41.4M Sell
1,342,703
-154,352
-10% -$4.75M 0.42% 40
2024
Q1 		$46.2M Sell
1,497,055
-206,395
-12% -$6.34M 0.46% 38
2023
Q4 		$52.1M Sell
1,703,450
-84,154
-5% -$2.58M 0.53% 35
2023
Q3 		$54.9M Sell
1,787,604
-39,875
-2% -$1.22M 0.59% 30
2023
Q2 		$56.1M Buy
1,827,479
+1,467,133
+407% +$44.8M 0.58% 31
2023
Q1 		$11M Buy
360,346
+32,015
+10% +$976K 0.12% 166
2022
Q4 		$9.98M Sell
328,331
-39,897
-11% -$1.21M 0.11% 191
2022
Q3 		$11.2M Sell
368,228
-77,608
-17% -$2.35M 0.14% 159
2022
Q2 		$13.4M Buy
+445,836
New +$13.6M 0.16% 138

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

New York Life Investment Management's FLRN Position: Q1 2026 in Review

New York Life Investment Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 3% in Q1 2026, selling an estimated $1.45M and leaving 1,517,027 shares worth $46.7M. The position accounts for 0.4% of the portfolio, ranked #47.

New York Life Investment Management first reported a position in FLRN in Q2 2022 and has held it in 16 quarters since. The position peaked at $56.1M in Q2 2023. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • New York Life Investment Management held 1,517,027 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $46.7M as of Q1 2026.
  • New York Life Investment Management sold 46,964 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $1.45M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.4% of New York Life Investment Management's portfolio in Q1 2026, its #47 holding.
  • New York Life Investment Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $56.1M in Q2 2023.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.