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

Foundations Investment 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	$2.97M	Buy	96,325 +10,185	+12%	+$313K	0.03%	336
2026 Q1	$2.65M	Buy	86,140 +22,993	+36%	+$708K	0.03%	313
2025 Q4	$1.94M	Buy	63,147 +27,901	+79%	+$859K	0.03%	357
2025 Q3	$1.09M	Sell	35,246 -11,753	-25%	-$362K	0.02%	443
2025 Q2	$1.45M	Buy	46,999 +18,117	+63%	+$556K	0.02%	351
2025 Q1	$890K	Buy	28,882 +8,368	+41%	+$258K	0.02%	431
2024 Q4	$630K	Buy	20,514 +1,053	+5%	+$32.4K	0.01%	493
2024 Q3	$600K	Buy	19,461 +6,081	+45%	+$187K	0.01%	479
2024 Q2	$413K	Buy	+13,380	New	+$412K	0.01%	537
2021 Q3	–	Sell	-6,889	Closed	-$211K	–	320
2021 Q2	$211K	Buy	+6,889	New	+$211K	0.01%	281

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

Foundations Investment Advisors's FLRN Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 12% in Q2 2026, buying an estimated $313K and bringing the position to 96,325 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #336.

Foundations Investment Advisors first reported a position in FLRN in Q2 2021 and has held it in 10 quarters since. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Foundations Investment Advisors held 96,325 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.97M as of Q2 2026.
Foundations Investment Advisors bought 10,185 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $313K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #336 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2021 and has held it in 10 quarters since.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.