Hershey Financial Advisers’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Hershey Financial Advisers’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	$327K	Sell	10,585 -5,858	-36%	-$180K	0.23%	75
2026 Q1	$506K	Buy	+16,443	New	+$506K	0.44%	60

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

Hershey Financial Advisers's FLRN Position: Q2 2026 in Review

Hershey Financial Advisers reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 36% in Q2 2026, selling an estimated $180K and leaving 10,585 shares worth $327K. The position accounts for 0.23% of the portfolio, ranked #75.

Hershey Financial Advisers first reported a position in FLRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $506K in Q1 2026. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Hershey Financial Advisers held 10,585 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $327K as of Q2 2026.
Hershey Financial Advisers sold 5,858 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $180K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.23% of Hershey Financial Advisers's portfolio in Q2 2026, its #75 holding.
Hershey Financial Advisers first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
Hershey Financial Advisers's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $506K in Q1 2026.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.