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
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
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 $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Golden State Wealth Management's FLRN Position: Q4 2025 in Review

Golden State Wealth Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 712 shares — an estimated $22K sold.

Golden State Wealth Management first reported a position in FLRN in Q1 2019 and held it in 7 quarters. The position peaked at $210K in Q4 2024. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

Golden State Wealth Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 712 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $22K.
Golden State Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $210K in Q4 2024.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.