Apella Capital’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Apella Capital’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 Q3	$434K	Hold	14,102	–	–	0.01%	535
2026 Q2	$434K	Sell	14,102 -9	-0.1%	-$277	0.01%	494
2026 Q1	$434K	Sell	14,111 -356	-2%	-$11K	0.01%	482
2025 Q4	$445K	Buy	+14,467	New	+$445K	0.01%	378

Other funds holding FLRN

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Apella Capital's FLRN Position: Q3 2026 in Review

Apella Capital held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q3 2026 at 14,102 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #535.

Apella Capital first reported a position in FLRN in Q4 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 80 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Apella Capital held 14,102 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $434K as of Q3 2026.
Apella Capital left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #535 holding.
Apella Capital first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 4 quarters since.
Apella Capital's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $445K in Q4 2025.
80 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.