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

Independent Financial Group’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	$203K	Buy	+6,571	New	+$202K	﹤0.01%	1477
2026 Q1	–	Sell	-34,438	Closed	-$1.06M	–	1475
2025 Q4	$1.06M	Buy	34,438 +14,758	+75%	+$454K	0.02%	598
2025 Q3	$607K	Buy	19,680 +1,750	+10%	+$53.9K	0.01%	765
2025 Q2	$553K	Buy	17,930 +1,316	+8%	+$40.4K	0.02%	736
2025 Q1	$512K	Buy	16,614 +2,573	+18%	+$79.2K	0.02%	700
2024 Q4	$431K	Sell	14,041 -8,643	-38%	-$266K	0.01%	752
2024 Q3	$700K	Buy	22,684 +2,182	+11%	+$67.1K	0.03%	543
2024 Q2	$632K	Buy	20,502 +12,982	+173%	+$400K	0.03%	535
2024 Q1	$232K	Buy	7,520 +858	+13%	+$26.4K	0.01%	903
2023 Q4	$204K	Buy	+6,662	New	+$204K	0.01%	891

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's FLRN Position: Q2 2026 in Review

Independent Financial Group opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 6,571 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FLRN as recently as Q4 2025.

Independent Financial Group first reported a position in FLRN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 353 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Independent Financial Group held 6,571 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $203K as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Independent Financial Group position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1477 holding.
Independent Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and has held it in 10 quarters since.
Independent Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.06M in Q4 2025.
353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.