GRP
FLRN icon

Global Retirement Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Global Retirement Partners’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 		$1.48M Buy
+47,937
New +$1.48M 0.02% 596
2025
Q4 		$665K Buy
21,632
+2,806
+15% +$86.4K 0.01% 809
2025
Q3 		$581K Buy
18,826
+7,797
+71% +$240K 0.01% 720
2025
Q2 		$340K Buy
+11,029
New +$338K 0.01% 868
2024
Q4 		$332K Buy
10,804
+10,677
+8,407% +$328K 0.01% 763
2024
Q3 		$3.92K Buy
127
+104
+452% +$3.2K ﹤0.01% 2675
2024
Q2 		$710 Hold
23
– – ﹤0.01% 3233
2024
Q1 		$699 Buy
23
+1
+5% +$31 ﹤0.01% 3054
2023
Q4 		$689 Hold
22
– – ﹤0.01% 2991
2023
Q3 		$673 Sell
22
-3,535
-99% -$108K ﹤0.01% 2877
2023
Q2 		$109K Buy
3,557
+33
+0.9% +$1.01K 0.01% 912
2023
Q1 		$107K Buy
3,524
+46
+1% +$1.4K 0.01% 886
2022
Q4 		$106K Buy
3,478
+33
+1% +$1K 0.01% 797
2022
Q3 		$104K Buy
3,445
+27
+0.8% +$818 0.01% 760
2022
Q2 		$103K Buy
3,418
+2
+0.1% +$61 0.01% 728
2022
Q1 		$104K Buy
3,416
+6
+0.2% +$183 0.01% 743
2021
Q4 		$104K Buy
3,410
+4
+0.1% +$122 0.08% 71
2021
Q3 		$104K Sell
3,406
-976
-22% -$29.9K 0.01% 639
2021
Q2 		$134K Buy
4,382
+5
+0.1% +$153 0.01% 552
2021
Q1 		$134K Buy
4,377
+3
+0.1% +$92 0.02% 495
2020
Q4 		$134K Sell
4,374
-1,072
-20% -$32.8K 0.02% 466
2020
Q3 		$167K Sell
5,446
-450
-8% -$13.7K 0.02% 394
2020
Q2 		$180K Sell
5,896
-5,683
-49% -$172K 0.03% 370
2020
Q1 		$340K Sell
11,579
-22,988
-67% -$694K 0.06% 244
2019
Q4 		$1.06M Sell
34,567
-3,638
-10% -$112K 0.16% 137
2019
Q3 		$1.18M Buy
38,205
+4,435
+13% +$136K 0.19% 118
2019
Q2 		$1.04M Buy
33,770
+21,364
+172% +$656K 0.2% 107
2019
Q1 		$381K Sell
12,406
-1,196
-9% -$36.6K 0.09% 192
2018
Q4 		$413K Buy
13,602
+999
+8% +$30.6K 0.11% 189
2018
Q3 		$388K Buy
12,603
+12,527
+16,483% +$385K 0.09% 205
2018
Q2 		$2K Hold
76
– – ﹤0.01% 1382
2018
Q1 		$2K Hold
76
– – ﹤0.01% 1332
2017
Q4 		$2K Hold
76
– – ﹤0.01% 1298
2017
Q3 		$2K Buy
+76
New +$2.33K ﹤0.01% 1127

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

Global Retirement Partners's FLRN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 47,937 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #596 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FLRN as recently as Q4 2025.

Global Retirement Partners first reported a position in FLRN in Q3 2017 and has held it in 34 quarters since. 360 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Global Retirement Partners held 47,937 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.48M as of Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #596 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2017 and has held it in 34 quarters since.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.