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

Friedenthal Financial’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 Q4	–	Sell	-823	Closed	-$25.4K	–	281
2025 Q3	$25.4K	Buy	823 +97	+13%	+$2.99K	0.01%	162
2025 Q2	$22.4K	Buy	726 +98	+16%	+$3.01K	0.01%	161
2025 Q1	$19.4K	Buy	628 +37	+6%	+$1.14K	0.01%	157
2024 Q4	$18.2K	Buy	591 +113	+24%	+$3.48K	0.01%	193
2024 Q3	$14.7K	Sell	478 -140,361	-100%	-$4.32M	0.01%	189
2024 Q2	$4.34M	Buy	140,839 +140,256	+24,058%	+$4.32M	2.71%	6
2024 Q1	$18K	Buy	583 +32	+6%	+$983	0.01%	180
2023 Q4	$16.9K	Buy	+551	New	+$16.9K	0.01%	181
2019 Q1	–	Sell	-16,087	Closed	-$489K	–	58
2018 Q4	$489K	Buy	+16,087	New	+$492K	0.46%	42
2018 Q3	–	Sell	-20,557	Closed	-$632K	–	62
2018 Q2	$632K	Buy	+20,557	New	+$632K	0.54%	36

Other funds holding FLRN

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Friedenthal Financial's FLRN Position: Q4 2025 in Review

Friedenthal Financial sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 823 shares — an estimated $25.4K sold.

Friedenthal Financial first reported a position in FLRN in Q2 2018 and held it in 10 quarters. The position peaked at $4.34M in Q2 2024. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

Friedenthal Financial reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Friedenthal Financial sold 823 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $25.4K.
Friedenthal Financial first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2018 and held it in 10 quarters.
Friedenthal Financial's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.34M in Q2 2024.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.