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Samara Investment Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Samara 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
Q2 		$436K Hold
14,124
– – 0.4% 52
2026
Q1 		$435K Buy
+14,124
New +$435K 0.45% 48

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LPL Financial
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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

Samara Investment Management's FLRN Position: Q2 2026 in Review

Samara Investment Management held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 14,124 shares worth $436K. The position accounts for 0.4% of the portfolio, ranked #52.

Samara Investment Management first reported a position in FLRN in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Samara Investment Management held 14,124 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $436K as of Q2 2026.
  • Samara Investment Management left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.4% of Samara Investment Management's portfolio in Q2 2026, its #52 holding.
  • Samara Investment Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.