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 Q2	$427K	Buy	13,828 +4,319	+45%	+$133K	﹤0.01%	1262
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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Vise Technologies's FLRN Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 45% in Q2 2026, buying an estimated $133K and bringing the position to 13,828 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Vise Technologies first reported a position in FLRN in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Vise Technologies held 13,828 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $427K as of Q2 2026.
Vise Technologies bought 4,319 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1262 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 4 quarters since.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.