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Vise Technologies’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Vise Technologies’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 		$292K Hold
9,509
– – 0.01% 1151
2025
Q4 		$292K Hold
9,509
– – 0.01% 1159
2025
Q3 		$293K Buy
+9,509
New +$293K 0.01% 894

Other funds holding FLRN

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Ameriprise
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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

Vise Technologies's FLRN Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 9,509 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1151.

Vise Technologies first reported a position in FLRN in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q3 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Vise Technologies held 9,509 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $292K as of Q1 2026.
  • Vise Technologies left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1151 holding.
  • Vise Technologies first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • Vise Technologies's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $293K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.