World Investment Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

World Investment Advisors’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	$222K	Buy	+7,214	New	+$222K	﹤0.01%	1438
2024 Q3	–	Sell	-10,345	Closed	-$319K	–	911
2024 Q2	$319K	Buy	10,345 +2,198	+27%	+$67.7K	0.02%	485
2024 Q1	$251K	Buy	8,147 +725	+10%	+$22.3K	0.04%	336
2023 Q4	$227K	Hold	7,422	–	–	0.03%	346
2023 Q3	$228K	Hold	7,422	–	–	0.05%	236
2023 Q2	$228K	Hold	7,422	–	–	0.04%	230
2023 Q1	$226K	Hold	7,422	–	–	0.05%	211
2022 Q4	$226K	Sell	7,422 -12	-0.2%	-$364	0.05%	209
2022 Q3	$225K	Hold	7,434	–	–	0.05%	211
2022 Q2	$225K	Sell	7,434 -813	-10%	-$24.7K	0.05%	237
2022 Q1	$251K	Hold	8,247	–	–	0.05%	221
2021 Q4	$252K	Hold	8,247	–	–	0.05%	228
2021 Q3	$253K	Buy	+8,247	New	+$253K	0.06%	211
2020 Q1	–	Sell	-41,434	Closed	-$1.27M	–	150
2019 Q4	$1.27M	Buy	41,434 +19,772	+91%	+$608K	0.5%	32
2019 Q3	$666K	Hold	21,662	–	–	0.29%	51
2019 Q2	$666K	Sell	21,662 -2,000	-8%	-$61.4K	0.29%	47
2019 Q1	$726K	Sell	23,662 -3,373	-12%	-$103K	0.33%	43
2018 Q4	$828K	Buy	+27,035	New	+$827K	0.37%	44

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

World Investment Advisors's FLRN Position: Q1 2026 in Review

World Investment Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026: 7,214 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: World Investment Advisors previously reported a position in FLRN as recently as Q2 2024.

World Investment Advisors first reported a position in FLRN in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.27M in Q4 2019. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

World Investment Advisors held 7,214 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $222K as of Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new World Investment Advisors position in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1438 holding.
World Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and has held it in 18 quarters since.
World Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.27M 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.