CMA
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Cedar Mountain Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Cedar Mountain Advisors’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 		$10M Buy
325,389
+85,134
+35% +$2.62M 1.7% 16
2026
Q2 		$7.41M Buy
240,255
+688
+0.3% +$21.2K 1.28% 16
2026
Q1 		$7.37M Buy
239,567
+4,119
+2% +$127K 1.44% 15
2025
Q4 		$7.24M Sell
235,448
-14,721
-6% -$453K 1.4% 17
2025
Q3 		$7.72M Sell
250,169
-5,072
-2% -$156K 1.5% 15
2025
Q2 		$7.87M Buy
255,241
+43
+0% +$1.32K 1.64% 15
2025
Q1 		$7.87M Buy
255,198
+6,077
+2% +$187K 1.76% 15
2024
Q4 		$7.66M Sell
249,121
-51
-0% -$1.57K 1.68% 15
2024
Q3 		$7.69M Sell
249,172
-361,290
-59% -$11.1M 1.73% 15
2024
Q2 		$18.8M Buy
610,462
+29,266
+5% +$901K 4.65% 8
2024
Q1 		$17.9M Buy
581,196
+14,647
+3% +$450K 4.51% 8
2023
Q4 		$17.3M Sell
566,549
-1,104
-0.2% -$33.8K 4.69% 8
2023
Q3 		$17.4M Buy
567,653
+2,817
+0.5% +$86.3K 5.14% 7
2023
Q2 		$17.3M Buy
564,836
+7,506
+1% +$229K 4.95% 7
2023
Q1 		$17M Buy
557,330
+1,334
+0.2% +$40.7K 5.1% 7
2022
Q4 		$16.9M Sell
555,996
-6,337
-1% -$192K 5.3% 7
2022
Q3 		$17M Buy
562,333
+74,074
+15% +$2.25M 5.67% 7
2022
Q2 		$14.7M Sell
488,259
-3,242
-0.7% -$98.5K 5.03% 7
2022
Q1 		$15M Buy
+491,501
New +$15M 4.43% 8

Other funds holding FLRN

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Cedar Mountain Advisors's FLRN Position: Q3 2026 in Review

Cedar Mountain Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 35% in Q3 2026, buying an estimated $2.62M and bringing the position to 325,389 shares worth $10M. The position accounts for 1.7% of the portfolio, ranked #16.

Cedar Mountain Advisors first reported a position in FLRN in Q1 2022 and has held it in 19 quarters since. The position peaked at $18.8M in Q2 2024. 55 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Cedar Mountain Advisors held 325,389 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $10M as of Q3 2026.
  • Cedar Mountain Advisors bought 85,134 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $2.62M.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.7% of Cedar Mountain Advisors's portfolio in Q3 2026, its #16 holding.
  • Cedar Mountain Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2022 and has held it in 19 quarters since.
  • Cedar Mountain Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $18.8M in Q2 2024.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.