BMD
FLRN icon

Better Money Decisions’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Better Money Decisions’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
2025
Q2 		$6.4M Buy
207,496
+16,185
+8% +$497K 3.89% 8
2025
Q1 		$5.9M Buy
191,311
+19,808
+12% +$610K 3.94% 8
2024
Q4 		$5.27M Buy
171,503
+5,799
+3% +$178K 3.65% 8
2024
Q3 		$5.11M Buy
165,704
+64,301
+63% +$1.98M 3.63% 8
2024
Q2 		$3.13M Buy
101,403
+6,435
+7% +$198K 2.35% 14
2024
Q1 		$2.93M Sell
94,968
-250
-0.3% -$7.68K 2.32% 13
2023
Q4 		$2.91M Sell
95,218
-9,643
-9% -$295K 2.42% 12
2023
Q3 		$3.22M Buy
104,861
+5,213
+5% +$160K 2.84% 8
2023
Q2 		$3.06M Buy
99,648
+31,207
+46% +$953K 2.49% 10
2023
Q1 		$2.08M Sell
68,441
-599
-0.9% -$18.3K 1.76% 13
2022
Q4 		$2.1M Sell
69,040
-2,547
-4% -$77.2K 1.82% 14
2022
Q3 		$2.17M Buy
71,587
+5,620
+9% +$170K 2.11% 13
2022
Q2 		$1.99M Sell
65,967
-2,431
-4% -$73.9K 1.68% 13
2022
Q1 		$2.08M Buy
68,398
+5,044
+8% +$154K 1.95% 13
2021
Q4 		$1.94M Buy
63,354
+7,345
+13% +$225K 1.63% 12
2021
Q3 		$1.72M Buy
56,009
+54,375
+3,328% +$1.67M 1.42% 14
2021
Q2 		$50K Buy
+1,634
New +$50.1K 0.04% 152

Other funds holding FLRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Better Money Decisions's FLRN Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 8.5% in Q2 2025, buying an estimated $497K and bringing the position to 207,496 shares worth $6.4M. The position accounts for 3.89% of the portfolio, ranked #8.

Better Money Decisions first reported a position in FLRN in Q2 2021 and has held it in 17 quarters since. 340 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

  • Better Money Decisions held 207,496 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.4M as of Q2 2025.
  • Better Money Decisions bought 16,185 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2025, an estimated $497K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 3.89% of Better Money Decisions's portfolio in Q2 2025, its #8 holding.
  • Better Money Decisions first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2021 and has held it in 17 quarters since.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.