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

Golden State 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
2026 Q2	$31	Buy	+1	New	+$31	﹤0.01%	1602
2025 Q4	–	Sell	-712	Closed	-$22K	–	1713
2025 Q3	$22K	Sell	712 -2,634	-79%	-$81.1K	﹤0.01%	892
2025 Q2	$103K	Sell	3,346 -433	-11%	-$13.3K	0.01%	470
2025 Q1	$116K	Sell	3,779 -3,062	-45%	-$94.3K	0.02%	409
2024 Q4	$210K	Buy	+6,841	New	+$210K	0.03%	317
2020 Q3	–	Sell	-7,587	Closed	-$231K	–	449
2020 Q2	$231K	Buy	+7,587	New	+$229K	0.06%	213
2019 Q4	–	Sell	-500	Closed	-$15K	–	355
2019 Q3	$15K	Hold	500	–	–	﹤0.01%	668
2019 Q2	$15K	Hold	500	–	–	﹤0.01%	665
2019 Q1	$15K	Buy	+500	New	+$15.3K	0.01%	684

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

Golden State Wealth Management's FLRN Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 1 share worth $31. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in FLRN as recently as Q3 2025.

Golden State Wealth Management first reported a position in FLRN in Q1 2019 and has held it in 9 quarters since. The position peaked at $231K in Q2 2020. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Golden State Wealth Management held 1 share of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $31 as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Golden State Wealth Management position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1602 holding.
Golden State Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $231K in Q2 2020.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.