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

Financial Gravity Companies’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 Q2	$19K	Buy	+615	New	+$18.9K	﹤0.01%	461
2024 Q4	$18.9K	Buy	+615	New	+$18.9K	﹤0.01%	456
2018 Q4	$71K	Buy	+2,312	New	+$70.8K	0.06%	249
2018 Q1	$92K	Sell	2,991 -192	-6%	-$5.9K	0.09%	201
2017 Q4	$98K	Buy	+3,183	New	+$97.8K	0.11%	179

Other funds holding FLRN

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CFMC

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

Financial Gravity Companies's FLRN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2025: 615 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLRN as recently as Q4 2024.

Financial Gravity Companies first reported a position in FLRN in Q4 2017 and has held it in 5 quarters since. The position peaked at $98K in Q4 2017. 339 funds tracked by Wall St. Rank hold FLRN as of Q2 2025.

Financial Gravity Companies held 615 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $19K as of Q2 2025.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Financial Gravity Companies position in Q2 2025.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #461 holding.
Financial Gravity Companies first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $98K in Q4 2017.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.