Stifel Financial
FLRN icon

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

Stifel 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
Q1 		$380K Buy
12,332
+15
+0.1% +$462 ﹤0.01% 3026
2025
Q4 		$378K Buy
12,317
+2,171
+21% +$66.8K ﹤0.01% 3011
2025
Q3 		$313K Buy
+10,146
New +$312K ﹤0.01% 3087
2024
Q4 		– Sell
-12,593
Closed -$388K – 3420
2024
Q3 		$388K Buy
12,593
+1,615
+15% +$49.7K ﹤0.01% 2817
2024
Q2 		$339K Buy
10,978
+132
+1% +$4.06K ﹤0.01% 2851
2024
Q1 		$334K Sell
10,846
-4,445
-29% -$137K ﹤0.01% 2846
2023
Q4 		$468K Buy
+15,291
New +$468K ﹤0.01% 2604
2022
Q4 		– Sell
-6,836
Closed -$207K – 3322
2022
Q3 		$207K Sell
6,836
-21,295
-76% -$646K ﹤0.01% 2938
2022
Q2 		$847K Sell
28,131
-1,670
-6% -$50.8K ﹤0.01% 2121
2022
Q1 		$909K Buy
29,801
+9,390
+46% +$287K ﹤0.01% 2182
2021
Q4 		$624K Buy
+20,411
New +$625K ﹤0.01% 2466
2019
Q4 		– Sell
-16,862
Closed -$518K – 3038
2019
Q3 		$518K Sell
16,862
-3,242
-16% -$99.5K ﹤0.01% 2150
2019
Q2 		$614K Sell
20,104
-1,654
-8% -$50.8K ﹤0.01% 2101
2019
Q1 		$660K Sell
21,758
-11,562
-35% -$354K ﹤0.01% 1896
2018
Q4 		$1.01M Sell
33,320
-2,828
-8% -$86.6K ﹤0.01% 1522
2018
Q3 		$1.11M Buy
36,148
+3,162
+10% +$97.2K ﹤0.01% 1605
2018
Q2 		$1.01M Buy
32,986
+2,059
+7% +$63.3K ﹤0.01% 1605
2018
Q1 		$949K Buy
30,927
+14,128
+84% +$434K ﹤0.01% 1600
2017
Q4 		$516K Buy
16,799
+6,169
+58% +$190K ﹤0.01% 1892
2017
Q3 		$327K Hold
10,630
– – ﹤0.01% 2114
2017
Q2 		$327K Buy
+10,630
New +$326K ﹤0.01% 2089

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Stifel Financial's FLRN Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.12% in Q1 2026, buying an estimated $462 and bringing the position to 12,332 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Stifel Financial first reported a position in FLRN in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.11M in Q3 2018. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Stifel Financial held 12,332 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $380K as of Q1 2026.
  • Stifel Financial bought 15 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $462.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3026 holding.
  • Stifel Financial first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2017 and has held it in 21 quarters since.
  • Stifel Financial's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.11M in Q3 2018.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.