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

Congress 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
2025 Q2	$617K	Hold	20,000	–	–	0.01%	857
2025 Q1	$616K	Buy	+20,000	New	+$616K	0.01%	755

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Congress Wealth Management's FLRN Position: Q2 2025 in Review

Congress Wealth Management held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2025 at 20,000 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #857.

Congress Wealth Management first reported a position in FLRN in Q1 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

Congress Wealth Management held 20,000 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $617K as of Q2 2025.
Congress Wealth Management left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2025.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #857 holding.
Congress Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2025 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.