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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
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 $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Gladstone Institutional Advisory's FLRN Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 41% in Q1 2026, selling an estimated $465K and leaving 21,767 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #473.

Gladstone Institutional Advisory first reported a position in FLRN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Gladstone Institutional Advisory held 21,767 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $670K as of Q1 2026.
  • Gladstone Institutional Advisory sold 15,093 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $465K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #473 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 4 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.13M in Q4 2025.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.