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

Vista 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
Q1 		$345K Buy
11,201
+765
+7% +$23.5K 0.11% 141
2025
Q4 		$321K Buy
10,436
+2,625
+34% +$80.8K 0.11% 145
2025
Q3 		$241K Sell
7,811
-6,614
-46% -$204K 0.08% 160
2025
Q2 		$445K Buy
14,425
+1,849
+15% +$56.7K 0.16% 124
2025
Q1 		$388K Sell
12,576
-6,110
-33% -$188K 0.15% 132
2024
Q4 		$574K Sell
18,686
-3,629
-16% -$112K 0.22% 112
2024
Q3 		$688K Buy
22,315
+1,208
+6% +$37.2K 0.26% 101
2024
Q2 		$651K Sell
21,107
-15,463
-42% -$476K 0.26% 101
2024
Q1 		$1.13M Buy
36,570
+671
+2% +$20.6K 0.46% 68
2023
Q4 		$1.1M Sell
35,899
-13,282
-27% -$407K 0.51% 62
2023
Q3 		$1.51M Sell
49,181
-1,492
-3% -$45.7K 0.79% 38
2023
Q2 		$1.56M Sell
50,673
-18,913
-27% -$577K 0.79% 41
2023
Q1 		$2.12M Sell
69,586
-8,678
-11% -$265K 1.12% 23
2022
Q4 		$2.38M Sell
78,264
-9,585
-11% -$290K 1.36% 17
2022
Q3 		$2.66M Buy
87,849
+9,576
+12% +$290K 1.64% 13
2022
Q2 		$2.36M Buy
78,273
+8,340
+12% +$253K 1.42% 18
2022
Q1 		$2.13M Buy
69,933
+24,319
+53% +$743K 1.17% 20
2021
Q4 		$1.4M Sell
45,614
-27,600
-38% -$845K 0.76% 41
2021
Q3 		$2.25M Sell
73,214
-5,978
-8% -$183K 1.32% 21
2021
Q2 		$2.43M Sell
79,192
-21,408
-21% -$656K 1.43% 16
2021
Q1 		$3.08M Sell
100,600
-11,933
-11% -$366K 1.92% 10
2020
Q4 		$3.44M Sell
112,533
-8,135
-7% -$249K 2.31% 5
2020
Q3 		$3.69M Sell
120,668
-3,200
-3% -$97.8K 2.82% 3
2020
Q2 		$3.78M Sell
123,868
-5,523
-4% -$167K 3.24% 1
2020
Q1 		$3.8M Sell
129,391
-18,925
-13% -$571K 3.89% 1
2019
Q4 		$4.56M Buy
148,316
+14,689
+11% +$451K 3.42% 1
2019
Q3 		$4.11M Buy
133,627
+9,923
+8% +$305K 3.39% 1
2019
Q2 		$3.8M Buy
123,704
+12,556
+11% +$385K 3.22% 1
2019
Q1 		$3.41M Buy
111,148
+27,294
+33% +$835K 2.99% 1
2018
Q4 		$2.55M Buy
83,854
+18,373
+28% +$562K 2.62% 2
2018
Q3 		$2.02M Buy
65,481
+43,822
+202% +$1.35M 1.78% 7
2018
Q2 		$666K Buy
21,659
+10,923
+102% +$336K 0.65% 58
2018
Q1 		$330K Buy
10,736
+3,933
+58% +$121K 0.35% 97
2017
Q4 		$209K Buy
+6,803
New +$209K 0.22% 128

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

Vista Investment Management's FLRN Position: Q1 2026 in Review

Vista Investment Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 7.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 11,201 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #141.

Vista Investment Management first reported a position in FLRN in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.56M in Q4 2019. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Vista Investment Management held 11,201 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $345K as of Q1 2026.
  • Vista Investment Management bought 765 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $23.5K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.11% of Vista Investment Management's portfolio in Q1 2026, its #141 holding.
  • Vista Investment Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.56M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.