Guerra Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Guerra Advisors’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 Q3	$185	Buy	+6	New	+$185	﹤0.01%	861

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

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

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

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

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

NYLIM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guerra Advisors's FLRN Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2025: 6 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

328 funds tracked by Wall St. Rank hold FLRN as of Q3 2025.

Guerra Advisors held 6 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $185 as of Q3 2025.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Guerra Advisors position in Q3 2025.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #861 holding.
328 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.