Decker Retirement Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Decker Retirement 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 Q3	$14.8K	Buy	480 +272	+131%	+$8.38K	﹤0.01%	159
2026 Q2	$6.42K	Hold	208	–	–	﹤0.01%	260
2026 Q1	$6.4K	Hold	208	–	–	﹤0.01%	194
2025 Q4	$6.39K	Sell	208 -312	-60%	-$9.6K	﹤0.01%	187
2025 Q3	$16K	Hold	520	–	–	0.01%	139
2025 Q2	$16K	Hold	520	–	–	0.01%	134
2025 Q1	$16K	Sell	520 -295	-36%	-$9.09K	0.01%	98
2024 Q4	$25K	Buy	+815	New	+$25.1K	0.01%	173

Other funds holding FLRN

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Alliance Wealth Management Group Flemington, New Jersey $498M AUM 9.02% 1-Year Est. Return

Decker Retirement Planning's FLRN Position: Q3 2026 in Review

Decker Retirement Planning increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 131% in Q3 2026, buying an estimated $8.38K and bringing the position to 480 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Decker Retirement Planning first reported a position in FLRN in Q4 2024 and has held it in 8 quarters since. The position peaked at $25K in Q4 2024. 136 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Decker Retirement Planning held 480 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $14.8K as of Q3 2026.
Decker Retirement Planning bought 272 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $8.38K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #159 holding.
Decker Retirement Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $25K in Q4 2024.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.