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

Larson 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	$9.41K	Buy	305 +135	+79%	+$4.16K	﹤0.01%	2448
2026 Q1	$5.23K	Buy	+170	New	+$5.23K	﹤0.01%	2584
2024 Q2	–	Sell	-16	Closed	-$498	–	2449
2024 Q1	$498	Hold	16	–	–	﹤0.01%	1559
2023 Q4	$489	Sell	16 -133	-89%	-$4.07K	﹤0.01%	1580
2023 Q3	$4.58K	Buy	149 +133	+831%	+$4.08K	﹤0.01%	1198
2023 Q2	$491	Hold	16	–	–	﹤0.01%	1442
2023 Q1	$487	Hold	16	–	–	﹤0.01%	1415
2022 Q4	$486	Hold	16	–	–	﹤0.01%	1369
2022 Q3	$0	Hold	16	–	–	﹤0.01%	1328
2022 Q2	$0	Hold	16	–	–	﹤0.01%	1222
2022 Q1	$0	Sell	16 -7	-30%	-$214	﹤0.01%	1088
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	1008
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	825
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	768
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	765
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	691
2020 Q3	$1K	Buy	+23	New	+$703	﹤0.01%	655

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

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

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

Larson Financial Group increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 79% in Q2 2026, buying an estimated $4.16K and bringing the position to 305 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Larson Financial Group first reported a position in FLRN in Q3 2020 and has held it in 17 quarters since. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Larson Financial Group held 305 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $9.41K as of Q2 2026.
Larson Financial Group bought 135 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $4.16K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2448 holding.
Larson Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2020 and has held it in 17 quarters since.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.