Center for Financial Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Center for Financial Planning’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	$8.99K	Hold	292	–	–	﹤0.01%	508
2025 Q4	$8.97K	Hold	292	–	–	﹤0.01%	504
2025 Q3	$9.01K	Hold	292	–	–	﹤0.01%	500
2025 Q2	$9K	Hold	292	–	–	﹤0.01%	472
2025 Q1	$9K	Hold	292	–	–	﹤0.01%	481
2024 Q4	$8.97K	Hold	292	–	–	﹤0.01%	435
2024 Q3	$9.01K	Hold	292	–	–	﹤0.01%	412
2024 Q2	$9.01K	Hold	292	–	–	﹤0.01%	405
2024 Q1	$9K	Hold	292	–	–	﹤0.01%	417
2023 Q4	$8.93K	Hold	292	–	–	﹤0.01%	380
2023 Q3	$8.97K	Hold	292	–	–	﹤0.01%	370
2023 Q2	$8.96K	Hold	292	–	–	﹤0.01%	392
2023 Q1	$8.89K	Hold	292	–	–	﹤0.01%	370
2022 Q4	$8.87K	Hold	292	–	–	﹤0.01%	369
2022 Q3	$9K	Hold	292	–	–	﹤0.01%	364
2022 Q2	$9K	Hold	292	–	–	﹤0.01%	363
2022 Q1	$9K	Hold	292	–	–	﹤0.01%	377
2021 Q4	$9K	Hold	292	–	–	﹤0.01%	390
2021 Q3	$9K	Hold	292	–	–	﹤0.01%	371
2021 Q2	$9K	Hold	292	–	–	﹤0.01%	374
2021 Q1	$9K	Hold	292	–	–	﹤0.01%	395
2020 Q4	$9K	Hold	292	–	–	﹤0.01%	349
2020 Q3	$9K	Hold	292	–	–	﹤0.01%	313
2020 Q2	$9K	Hold	292	–	–	﹤0.01%	314
2020 Q1	$9K	Hold	292	–	–	﹤0.01%	343
2019 Q4	$9K	Buy	+292	New	+$8.97K	﹤0.01%	318

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

Center for Financial Planning's FLRN Position: Q1 2026 in Review

Center for Financial Planning held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 292 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Center for Financial Planning first reported a position in FLRN in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.01K in Q3 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Center for Financial Planning held 292 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $8.99K as of Q1 2026.
Center for Financial Planning left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #508 holding.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $9.01K in Q3 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.