Ausdal Financial Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Ausdal Financial Partners’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	$229K	Buy	7,437 +43	+0.6%	+$1.32K	0.01%	886
2025 Q4	$227K	Buy	+7,394	New	+$228K	0.01%	845
2020 Q1	–	Sell	-7,103	Closed	-$219K	–	308
2019 Q4	$219K	Sell	7,103 -2,169	-23%	-$66.7K	0.06%	288
2019 Q3	$285K	Buy	9,272 +525	+6%	+$16.1K	0.1%	238
2019 Q2	$269K	Sell	8,747 -1,264	-13%	-$38.8K	0.1%	227
2019 Q1	$307K	Sell	10,011 -1,392	-12%	-$42.6K	0.12%	194
2018 Q4	$346K	Sell	11,403 -6,590	-37%	-$202K	0.17%	152
2018 Q3	$554K	Buy	17,993 +6,142	+52%	+$189K	0.16%	174
2018 Q2	$364K	Buy	11,851 +2,441	+26%	+$75.1K	0.11%	245
2018 Q1	$289K	Buy	9,410 +1,563	+20%	+$48K	0.1%	257
2017 Q4	$241K	Sell	7,847 -6,048	-44%	-$186K	0.09%	293
2017 Q3	$427K	Buy	13,895 +2,253	+19%	+$69.2K	0.17%	171
2017 Q2	$358K	Sell	11,642 -1,293	-10%	-$39.7K	0.15%	186
2017 Q1	$397K	Buy	12,935 +6,222	+93%	+$191K	0.18%	146
2016 Q4	$206K	Buy	+6,713	New	+$206K	0.1%	234

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

Ausdal Financial Partners's FLRN Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.58% in Q1 2026, buying an estimated $1.32K and bringing the position to 7,437 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #886.

Ausdal Financial Partners first reported a position in FLRN in Q4 2016 and has held it in 15 quarters since. The position peaked at $554K in Q3 2018. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Ausdal Financial Partners held 7,437 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $229K as of Q1 2026.
Ausdal Financial Partners bought 43 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $1.32K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #886 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2016 and has held it in 15 quarters since.
Ausdal Financial Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $554K in Q3 2018.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.