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 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 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

Gladstone Institutional Advisory's FLRN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 12% in Q2 2026, selling an estimated $83.1K and leaving 19,067 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #542.

Gladstone Institutional Advisory first reported a position in FLRN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Gladstone Institutional Advisory held 19,067 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $588K as of Q2 2026.
Gladstone Institutional Advisory sold 2,700 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $83.1K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #542 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 5 quarters since.
Gladstone Institutional Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.13M in Q4 2025.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.