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 Q2	$7.03K	Sell	228 -334	-59%	-$10.3K	﹤0.01%	506
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 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 22.9% 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

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

Kingdom Financial Group reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 59% in Q2 2026, selling an estimated $10.3K and leaving 228 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Kingdom Financial Group first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3K in Q4 2025. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Kingdom Financial Group held 228 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $7.03K as of Q2 2026.
Kingdom Financial Group sold 334 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #506 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 3 quarters since.
Kingdom Financial Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $19.3K in Q4 2025.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.