Discipline Wealth Solutions
FLRN icon

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

Discipline Wealth Solutions’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 		$364K Buy
+11,813
New +$364K 0.03% 142

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KeyBank National Association
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Beacon Capital Management Inc (Ohio)
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State Street
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Stratos Investment Management
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Discipline Wealth Solutions's FLRN Position: Q3 2026 in Review

Discipline Wealth Solutions opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026: 11,813 shares worth $364K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

321 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Discipline Wealth Solutions held 11,813 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $364K as of Q3 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Discipline Wealth Solutions position in Q3 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #142 holding.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.