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

Medallion Wealth 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	$2.46K	Hold	80	–	–	﹤0.01%	979
2025 Q4	$2.46K	Hold	80	–	–	﹤0.01%	965
2025 Q3	$2.47K	Hold	80	–	–	﹤0.01%	952
2025 Q2	$2.47K	Hold	80	–	–	﹤0.01%	933
2025 Q1	$2.47K	Hold	80	–	–	﹤0.01%	894
2024 Q4	$2.47K	Buy	+80	New	+$2.46K	﹤0.01%	834

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

Medallion Wealth Advisors's FLRN Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 80 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Medallion Wealth Advisors first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47K in Q3 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Medallion Wealth Advisors held 80 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.46K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #979 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.47K in Q3 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.