Creative Financial Designs’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Creative Financial Designs’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	$49.2K	Hold	1,600	–	–	﹤0.01%	902
2025 Q4	$49.2K	Hold	1,600	–	–	﹤0.01%	868
2025 Q3	$49.4K	Hold	1,600	–	–	﹤0.01%	853
2025 Q2	$49.3K	Hold	1,600	–	–	﹤0.01%	862
2025 Q1	$49.3K	Hold	1,600	–	–	﹤0.01%	828
2024 Q4	$49.2K	Buy	1,600 +1,426	+820%	+$43.9K	﹤0.01%	792
2024 Q3	$5.36K	Sell	174 -56,396	-100%	-$1.73M	﹤0.01%	1358
2024 Q2	$1.75M	Sell	56,570 -40,864	-42%	-$1.26M	0.16%	122
2024 Q1	$3M	Sell	97,434 -399	-0.4%	-$12.3K	0.28%	79
2023 Q4	$2.99M	Buy	97,833 +97,473	+27,076%	+$2.98M	0.3%	71
2023 Q3	$11.1K	Buy	+360	New	+$11K	﹤0.01%	998
2017 Q3	–	Sell	-13	Closed	–	–	764
2017 Q2	$0	Hold	13	–	–	﹤0.01%	781
2017 Q1	$0	Buy	+13	New	+$399	﹤0.01%	769

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

Creative Financial Designs's FLRN Position: Q1 2026 in Review

Creative Financial Designs held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 1,600 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Creative Financial Designs first reported a position in FLRN in Q1 2017 and has held it in 13 quarters since. The position peaked at $3M in Q1 2024. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Creative Financial Designs held 1,600 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $49.2K as of Q1 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q1 2026, its #902 holding.
Creative Financial Designs first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and has held it in 13 quarters since.
Creative Financial Designs's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3M in Q1 2024.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.