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

Opulen 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	$290K	Sell	9,420 -677	-7%	-$20.8K	0.2%	85
2025 Q4	$310K	Buy	10,097 +146	+1%	+$4.49K	0.23%	81
2025 Q3	$307K	Sell	9,951 -637	-6%	-$19.6K	0.23%	80
2025 Q2	$326K	Sell	10,588 -919	-8%	-$28.2K	0.27%	70
2025 Q1	$355K	Buy	11,507 +200	+2%	+$6.16K	0.32%	63
2024 Q4	$347K	Buy	+11,307	New	+$348K	0.32%	63

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 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

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

Opulen Financial Group reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 6.7% in Q1 2026, selling an estimated $20.8K and leaving 9,420 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #85.

Opulen Financial Group first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $355K in Q1 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Opulen Financial Group held 9,420 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $290K as of Q1 2026.
Opulen Financial Group sold 677 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $20.8K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.2% of Opulen Financial Group's portfolio in Q1 2026, its #85 holding.
Opulen Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $355K in Q1 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.