Farther Finance Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Farther Finance Advisors’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 Q2	$30.1M	Buy	976,402 +51,602	+6%	+$1.59M	0.24%	81
2026 Q1	$28.3M	Buy	924,800 +114,222	+14%	+$3.52M	0.27%	73
2025 Q4	$24.9M	Buy	810,578 +75,296	+10%	+$2.32M	0.27%	73
2025 Q3	$22.7M	Buy	735,282 +261,577	+55%	+$8.05M	0.34%	56
2025 Q2	$14.6M	Buy	473,705 +357,518	+308%	+$11M	0.29%	63
2025 Q1	$3.57M	Buy	116,187 +39,238	+51%	+$1.21M	0.09%	205
2024 Q4	$2.36M	Buy	76,949 +16,049	+26%	+$494K	0.09%	196
2024 Q3	$1.88M	Buy	60,900 +21,836	+56%	+$672K	0.07%	217
2024 Q2	$1.2M	Buy	39,064 +9,666	+33%	+$298K	0.06%	262
2024 Q1	$903K	Buy	29,398 +8,908	+43%	+$274K	0.05%	273
2023 Q4	$627K	Buy	20,490 +20,064	+4,710%	+$614K	0.05%	309
2023 Q3	$13.1K	Buy	426 +120	+39%	+$3.68K	﹤0.01%	1210
2023 Q2	$9.39K	Sell	306 -7	-2%	-$214	﹤0.01%	1216
2023 Q1	$9.53K	Hold	313	–	–	﹤0.01%	1131
2022 Q4	$9.51K	Buy	+313	New	+$9.48K	﹤0.01%	960

Other funds holding FLRN

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NYLIM

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

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

CFMC

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Farther Finance Advisors's FLRN Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 5.6% in Q2 2026, buying an estimated $1.59M and bringing the position to 976,402 shares worth $30.1M. The position accounts for 0.24% of the portfolio, ranked #81.

Farther Finance Advisors first reported a position in FLRN in Q4 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Farther Finance Advisors held 976,402 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $30.1M as of Q2 2026.
Farther Finance Advisors bought 51,602 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.59M.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.24% of Farther Finance Advisors's portfolio in Q2 2026, its #81 holding.
Farther Finance Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2022 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.