Nisa Investment Advisors
FLRN icon

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

Nisa Investment 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
2025
Q2 		– Sell
-73,100
Closed -$2.25M – 3058
2025
Q1 		$2.25M Hold
73,100
– – 0.01% 610
2024
Q4 		$2.25M Hold
73,100
– – 0.01% 646
2024
Q3 		$2.26M Sell
73,100
-58,400
-44% -$1.8M 0.01% 642
2024
Q2 		$4.06M Buy
+131,500
New +$4.05M 0.03% 491

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Nisa Investment Advisors's FLRN Position: Q2 2025 in Review

Nisa Investment Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025, closing a stake of 73,100 shares — an estimated $2.25M sold.

Nisa Investment Advisors first reported a position in FLRN in Q2 2024 and held it in 4 quarters. The position peaked at $4.06M in Q2 2024. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

  • Nisa Investment Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 73,100 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $2.25M.
  • Nisa Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and held it in 4 quarters.
  • Nisa Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.06M in Q2 2024.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.