Advisor Resource Council’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Advisor Resource Council’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	$578K	Buy	18,764 +654	+4%	+$20.1K	0.16%	125
2026 Q1	$557K	Buy	18,110 +2,807	+18%	+$86.4K	0.18%	113
2025 Q4	$471K	Buy	+15,303	New	+$471K	0.17%	135
2025 Q3	–	Sell	-9,772	Closed	-$301K	–	85
2025 Q2	$301K	Sell	9,772 -206,657	-95%	-$6.34M	0.12%	129
2025 Q1	$6.37M	Buy	+216,429	New	+$6.67M	0.51%	44
2024 Q4	–	Sell	-27,347	Closed	-$844K	–	138
2024 Q3	$844K	Buy	27,347 +14,199	+108%	+$437K	0.38%	64
2024 Q2	$406	Sell	13,148 -19,167	-59%	-$590K	﹤0.01%	54
2024 Q1	$989K	Sell	32,315 -260,092	-89%	-$7.99M	0.42%	52
2023 Q4	$8.94M	Buy	292,407 +279,120	+2,101%	+$8.54M	1.04%	18
2023 Q3	$408K	Sell	13,287 -180	-1%	-$5.51K	0.21%	87
2023 Q2	$413K	Sell	13,467 -31,228	-70%	-$953K	0.19%	93
2023 Q1	$1.36M	Buy	44,695 +37,022	+482%	+$1.13M	0.34%	71
2022 Q4	$233K	Buy	+7,673	New	+$233K	0.11%	139
2022 Q3	–	Sell	-98,596	Closed	-$2.97M	–	265
2022 Q2	$2.97M	Buy	+98,596	New	+$3M	0.28%	72

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 22.96% 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

Advisor Resource Council's FLRN Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 3.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 18,764 shares worth $578K. The position accounts for 0.16% of the portfolio, ranked #125.

Advisor Resource Council first reported a position in FLRN in Q2 2022 and has held it in 14 quarters since. The position peaked at $8.94M in Q4 2023. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Advisor Resource Council held 18,764 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $578K as of Q2 2026.
Advisor Resource Council bought 654 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $20.1K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.16% of Advisor Resource Council's portfolio in Q2 2026, its #125 holding.
Advisor Resource Council first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 14 quarters since.
Advisor Resource Council's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $8.94M in Q4 2023.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.