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

Laraway Financial 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 Q1	$419K	Sell	13,610 -3,500	-20%	-$108K	0.29%	80
2025 Q4	$526K	Buy	17,110 +425	+3%	+$13.1K	0.34%	69
2025 Q3	$515K	Hold	16,685	–	–	0.35%	65
2025 Q2	$514K	Hold	16,685	–	–	0.39%	64
2025 Q1	$514K	Hold	16,685	–	–	0.41%	63
2024 Q4	$513K	Hold	16,685	–	–	0.4%	65
2024 Q3	$515K	Hold	16,685	–	–	0.41%	64
2024 Q2	$515K	Sell	16,685 -545	-3%	-$16.8K	0.44%	62
2024 Q1	$531K	Sell	17,230 -460	-3%	-$14.1K	0.47%	61
2023 Q4	$541K	Sell	17,690 -392	-2%	-$12K	0.51%	61
2023 Q3	$555K	Sell	18,082 -1,000	-5%	-$30.6K	0.58%	57
2023 Q2	$586K	Sell	19,082 -2,000	-9%	-$61.1K	0.58%	54
2023 Q1	$642K	Sell	21,082 -1,735	-8%	-$52.9K	0.65%	50
2022 Q4	$693K	Sell	22,817 -453	-2%	-$13.7K	0.72%	43
2022 Q3	$685K	Sell	23,270 -170	-0.7%	-$5.15K	0.77%	40
2022 Q2	$706K	Sell	23,440 -200	-0.8%	-$6.08K	0.75%	39
2022 Q1	$721K	Sell	23,640 -580	-2%	-$17.7K	0.66%	48
2021 Q4	$741K	Buy	+24,220	New	+$741K	0.66%	51

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Laraway Financial Advisors's FLRN Position: Q1 2026 in Review

Laraway Financial Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 20% in Q1 2026, selling an estimated $108K and leaving 13,610 shares worth $419K. The position accounts for 0.29% of the portfolio, ranked #80.

Laraway Financial Advisors first reported a position in FLRN in Q4 2021 and has held it in 18 quarters since. The position peaked at $741K in Q4 2021. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Laraway Financial Advisors held 13,610 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $419K as of Q1 2026.
Laraway Financial Advisors sold 3,500 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.29% of Laraway Financial Advisors's portfolio in Q1 2026, its #80 holding.
Laraway Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $741K in Q4 2021.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.