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 Q2	–	Sell	-80	Closed	-$2.46K	–	1253
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 $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

Medallion Wealth Advisors's FLRN Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 80 shares — an estimated $2.46K sold.

Medallion Wealth Advisors first reported a position in FLRN in Q4 2024 and held it in 6 quarters. The position peaked at $2.47K in Q3 2025. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Medallion Wealth Advisors reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 80 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $2.46K.
Medallion Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.47K in Q3 2025.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.