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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
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 $587M AUM 24.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Apella Capital's FLRN Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.06% in Q2 2026, selling an estimated $277 and leaving 14,102 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #494.

Apella Capital first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Apella Capital held 14,102 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $434K as of Q2 2026.
  • Apella Capital sold 9 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $277.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #494 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 3 quarters since.
  • Apella Capital's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $445K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.