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

Financial Advocates Investment 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 Q3	–	Sell	-29,479	Closed	-$909K	–	243
2025 Q2	$909K	Buy	29,479 +2,109	+8%	+$64.7K	0.07%	244
2025 Q1	$844K	Buy	27,370 +16,506	+152%	+$508K	0.06%	315
2024 Q4	$334K	Buy	10,864 +2,279	+27%	+$70.1K	0.02%	570
2024 Q3	$265K	Buy	+8,585	New	+$264K	0.02%	638

Other funds holding FLRN

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's FLRN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2025, closing a stake of 29,479 shares — an estimated $909K sold.

Financial Advocates Investment Management first reported a position in FLRN in Q3 2024 and held it in 4 quarters. The position peaked at $909K in Q2 2025. 328 funds tracked by Wall St. Rank hold FLRN as of Q3 2025.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 29,479 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2025, an estimated $909K.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2024 and held it in 4 quarters.
Financial Advocates Investment Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $909K in Q2 2025.
328 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.