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Keating Financial Advisory Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Keating Financial Advisory Services’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
Q1 		– Sell
-15
Closed -$461 – 2602
2025
Q4 		$461 Buy
+15
New +$462 ﹤0.01% 1961

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LPL Financial
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BCMIO
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NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Keating Financial Advisory Services's FLRN Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 15 shares — an estimated $461 sold.

Keating Financial Advisory Services first reported a position in FLRN in Q4 2025 and held it in 1 quarter. The position peaked at $461 in Q4 2025. 354 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 15 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $461.
  • Keating Financial Advisory Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $461 in Q4 2025.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.