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

Future Financial Wealth 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 Q4	–	Sell	-2,200	Closed	-$67.9K	–	221
2025 Q3	$67.9K	Hold	2,200	–	–	0.04%	219
2025 Q2	$67.8K	Hold	2,200	–	–	0.05%	213
2025 Q1	$67.8K	Hold	2,200	–	–	0.05%	203
2024 Q4	$67.6K	Hold	2,200	–	–	0.05%	209
2024 Q3	$67.9K	Buy	+2,200	New	+$67.7K	0.05%	217
2024 Q2	–	Sell	-2,200	Closed	-$67.8K	–	222
2024 Q1	$67.8K	Buy	+2,200	New	+$67.6K	0.05%	224
2022 Q2	–	Sell	-2,390	Closed	-$73K	–	238
2022 Q1	$73K	Hold	2,390	–	–	0.06%	225
2021 Q4	$73K	Buy	+2,390	New	+$73.2K	0.06%	224

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

Future Financial Wealth Management's FLRN Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 2,200 shares — an estimated $67.9K sold.

Future Financial Wealth Management first reported a position in FLRN in Q4 2021 and held it in 8 quarters. The position peaked at $73K in Q1 2022. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 2,200 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $67.9K.
Future Financial Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $73K in Q1 2022.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.