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

IFP 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
2026
Q2 		$1.13M Buy
36,544
+31,944
+694% +$983K 0.02% 686
2026
Q1 		$142K Hold
4,600
– – ﹤0.01% 1598
2025
Q4 		$141K Hold
4,600
– – ﹤0.01% 1571
2025
Q3 		$142K Sell
4,600
-600
-12% -$18.5K ﹤0.01% 1470
2025
Q2 		$160K Buy
5,200
+2,863
+123% +$87.9K ﹤0.01% 1379
2025
Q1 		$72K Buy
2,337
+2,238
+2,261% +$68.9K ﹤0.01% 1707
2024
Q4 		$3.04K Sell
99
-662
-87% -$20.4K ﹤0.01% 2961
2024
Q3 		$23.5K Sell
761
-1,515
-67% -$46.6K ﹤0.01% 2083
2024
Q2 		$70.2K Buy
2,276
+11
+0.5% +$339 ﹤0.01% 1522
2024
Q1 		$69.8K Buy
2,265
+21
+0.9% +$645 ﹤0.01% 1452
2023
Q4 		$68.6K Sell
2,244
-625
-22% -$19.1K ﹤0.01% 1411
2023
Q3 		$88.1K Sell
2,869
-2,531
-47% -$77.5K ﹤0.01% 1317
2023
Q2 		$166K Buy
5,400
+705
+15% +$21.5K 0.01% 1116
2023
Q1 		$144K Sell
4,695
-7,379
-61% -$225K 0.01% 1077
2022
Q4 		$372K Sell
12,074
-206
-2% -$6.24K 0.01% 1029
2022
Q3 		$379K Sell
12,280
-135
-1% -$4.09K 0.01% 1056
2022
Q2 		$382K Hold
12,415
– – 0.01% 956
2022
Q1 		$382K Sell
12,415
-162
-1% -$4.95K 0.01% 956
2021
Q4 		$385K Buy
12,577
+544
+5% +$16.7K 0.01% 690
2021
Q3 		$370K Sell
12,033
-269
-2% -$8.24K 0.01% 703
2021
Q2 		$375K Sell
12,302
-2,540
-17% -$77.8K 0.01% 640
2021
Q1 		$454K Sell
14,842
-74,643
-83% -$2.29M 0.01% 555
2020
Q4 		$2.74M Sell
89,485
-1,054
-1% -$32.2K 0.11% 159
2020
Q3 		$2.77M Buy
90,539
+14,407
+19% +$440K 0.17% 124
2020
Q2 		$2.31M Buy
76,132
+22,527
+42% +$680K 0.18% 121
2020
Q1 		$1.56M Buy
53,605
+4,592
+9% +$139K 0.16% 143
2019
Q4 		$1.51M Sell
49,013
-5,925
-11% -$182K 0.11% 209
2019
Q3 		$1.7M Buy
+54,938
New +$1.69M 0.11% 204
2019
Q1 		$30K Sell
972
-9,500
-91% -$290K ﹤0.01% 1175
2018
Q4 		$318K Sell
10,472
-8,586
-45% -$263K 0.02% 692
2018
Q3 		$587K Sell
19,058
-8,112
-30% -$249K 0.02% 616
2018
Q2 		$835K Buy
27,170
+22,817
+524% +$702K 0.04% 468
2018
Q1 		$134K Hold
4,353
– – 0.01% 1207
2017
Q4 		$134K Buy
4,353
+2,001
+85% +$61.5K 0.01% 1216
2017
Q3 		$72K Hold
2,352
– – ﹤0.01% 1758
2017
Q2 		$72K Buy
2,352
+2,000
+568% +$61.4K ﹤0.01% 1725
2017
Q1 		$11K Buy
+352
New +$10.8K ﹤0.01% 2855
2016
Q2 		– Sell
-972
Closed -$30K – 3897
2016
Q1 		$30K Buy
+972
New +$29.5K ﹤0.01% 1175

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

IFP Advisors's FLRN Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 694% in Q2 2026, buying an estimated $983K and bringing the position to 36,544 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #686.

IFP Advisors first reported a position in FLRN in Q1 2016 and has held it in 38 quarters since. The position peaked at $2.77M in Q3 2020. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • IFP Advisors held 36,544 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.13M as of Q2 2026.
  • IFP Advisors bought 31,944 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $983K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #686 holding.
  • IFP Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2016 and has held it in 38 quarters since.
  • IFP Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.77M in Q3 2020.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.