Gladstone Institutional Advisory
FLRN icon

Gladstone Institutional Advisory’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$577K Sell
18,695
-372
-2% -$11.5K 0.02% 606
2026
Q2 		$588K Sell
19,067
-2,700
-12% -$83.1K 0.02% 542
2026
Q1 		$670K Sell
21,767
-15,093
-41% -$465K 0.02% 473
2025
Q4 		$1.13M Buy
36,860
+15,453
+72% +$476K 0.04% 351
2025
Q3 		$661K Buy
21,407
+2,942
+16% +$90.6K 0.03% 448
2025
Q2 		$569K Buy
+18,465
New +$567K 0.02% 465

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Gladstone Institutional Advisory's FLRN Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2% in Q3 2026, selling an estimated $11.5K and leaving 18,695 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #606.

Gladstone Institutional Advisory first reported a position in FLRN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 321 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Gladstone Institutional Advisory held 18,695 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $577K as of Q3 2026.
  • Gladstone Institutional Advisory sold 372 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $11.5K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #606 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.13M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.