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

Aletheian Wealth 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 Q2	$2.38M	Buy	77,013 +1,333	+2%	+$41K	1.01%	22
2026 Q1	$2.33M	Buy	+75,680	New	+$2.33M	1.14%	22
2025 Q3	$2.13M	Buy	69,063 +4,999	+8%	+$154K	0.99%	23
2025 Q2	$1.98M	Buy	64,064 +5,903	+10%	+$181K	0.97%	24
2025 Q1	$1.79M	Buy	58,161 +3,299	+6%	+$102K	1.01%	23
2024 Q4	$1.69M	Buy	54,862 +826	+2%	+$25.4K	1%	25
2024 Q3	$1.67M	Buy	54,036 +1,853	+4%	+$57K	0.97%	24
2024 Q2	$1.61M	Buy	52,183 +1,997	+4%	+$61.5K	0.85%	29
2024 Q1	$1.55M	Buy	50,186 +3,735	+8%	+$115K	0.84%	29
2023 Q4	$1.42M	Buy	46,451 +5,750	+14%	+$176K	0.94%	27
2023 Q3	$1.25M	Sell	40,701 -2,455	-6%	-$75.2K	0.96%	27
2023 Q2	$1.32M	Buy	43,156 +356	+0.8%	+$10.9K	0.91%	27
2023 Q1	$1.3M	Sell	42,800 -3,568	-8%	-$109K	1.15%	21
2022 Q4	$1.41M	Buy	46,368 +225	+0.5%	+$6.82K	1.22%	21
2022 Q3	$1.4M	Buy	46,143 +277	+0.6%	+$8.4K	1.59%	18
2022 Q2	$1.38M	Buy	45,866 +2,686	+6%	+$81.6K	1.4%	21
2022 Q1	$1.32M	Buy	43,180 +12,478	+41%	+$381K	1.25%	22
2021 Q4	$939K	Buy	+30,702	New	+$940K	0.92%	25

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

Aletheian Wealth Advisors's FLRN Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 1.8% in Q2 2026, buying an estimated $41K and bringing the position to 77,013 shares worth $2.38M. The position accounts for 1.01% of the portfolio, ranked #22.

Aletheian Wealth Advisors first reported a position in FLRN in Q4 2021 and has held it in 18 quarters since. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Aletheian Wealth Advisors held 77,013 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.38M as of Q2 2026.
Aletheian Wealth Advisors bought 1,333 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $41K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.01% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Aletheian Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and has held it in 18 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.