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

Buska Wealth Management’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 		$5.24M Sell
169,860
-46,004
-21% -$1.42M 1.89% 14
2026
Q1 		$6.64M Sell
215,864
-26,533
-11% -$817K 2.67% 10
2025
Q4 		$7.45M Sell
242,397
-78,248
-24% -$2.41M 2.75% 8
2025
Q3 		$9.9M Sell
320,645
-40,440
-11% -$1.25M 2.97% 7
2025
Q2 		$11.1M Buy
361,085
+64,309
+22% +$1.97M 3.04% 6
2025
Q1 		$9.15M Buy
296,776
+32,918
+12% +$1.01M 2.87% 9
2024
Q4 		$8.11M Buy
263,858
+57,819
+28% +$1.78M 2.6% 10
2024
Q3 		$6.36M Buy
206,039
+41,177
+25% +$1.27M 2.22% 12
2024
Q2 		$5.09M Buy
164,862
+25,639
+18% +$789K 2.03% 15
2024
Q1 		$4.29M Buy
+139,223
New +$4.28M 1.88% 15

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

Buska Wealth Management's FLRN Position: Q2 2026 in Review

Buska Wealth Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 21% in Q2 2026, selling an estimated $1.42M and leaving 169,860 shares worth $5.24M. The position accounts for 1.89% of the portfolio, ranked #14.

Buska Wealth Management first reported a position in FLRN in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q2 2025. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Buska Wealth Management held 169,860 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $5.24M as of Q2 2026.
  • Buska Wealth Management sold 46,004 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.42M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.89% of Buska Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Buska Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and has held it in 10 quarters since.
  • Buska Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $11.1M in Q2 2025.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.