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

Rossby Financial’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
Q2 		– Sell
-108
Closed -$3.31K – 2218
2026
Q1 		$3.31K Buy
+108
New +$3.32K ﹤0.01% 1639

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Rossby Financial's FLRN Position: Q2 2026 in Review

Rossby Financial sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 108 shares — an estimated $3.31K sold.

Rossby Financial first reported a position in FLRN in Q1 2026 and held it in 1 quarter. The position peaked at $3.31K in Q1 2026. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Rossby Financial reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 108 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $3.31K.
  • Rossby Financial first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2026 and held it in 1 quarter.
  • Rossby Financial's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3.31K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.