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

Kingdom 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
Q1 		$17.3K Sell
562
-65
-10% -$2K 0.01% 412
2025
Q4 		$19.3K Buy
+627
New +$19.3K 0.01% 353

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Kingdom Financial Group's FLRN Position: Q1 2026 in Review

Kingdom Financial Group reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 10% in Q1 2026, selling an estimated $2K and leaving 562 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #412.

Kingdom Financial Group first reported a position in FLRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.3K in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • Kingdom Financial Group held 562 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $17.3K as of Q1 2026.
  • Kingdom Financial Group sold 65 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $2K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #412 holding.
  • Kingdom Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $19.3K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.