OPS
FLRN icon

Orion Portfolio Solutions’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-7,338
Closed -$226K – 1905
2024
Q4 		$226K Buy
7,338
+120
+2% +$3.69K ﹤0.01% 1693
2024
Q3 		$223K Buy
+7,218
New +$222K ﹤0.01% 1665
2022
Q4 		– Sell
-9,635
Closed -$292K – 809
2022
Q3 		$292K Buy
+9,635
New +$292K 0.01% 584
2022
Q2 		– Sell
-158,517
Closed -$4.83M – 700
2022
Q1 		$4.83M Sell
158,517
-178,178
-53% -$5.44M 0.17% 86
2021
Q4 		$10.3M Sell
336,695
-4,261
-1% -$130K 0.34% 47
2021
Q3 		$10.5M Buy
+340,956
New +$10.4M 0.38% 41
2020
Q3 		– Sell
-4,704
Closed -$143K – 982
2020
Q2 		$143K Buy
4,704
+20
+0.4% +$604 0.01% 472
2020
Q1 		$138K Buy
+4,684
New +$141K 0.01% 390

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return