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

Meridian Wealth Management’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	$814K	Sell	26,377 -587	-2%	-$18.1K	0.03%	429
2026 Q1	$830K	Buy	26,964 +110	+0.4%	+$3.38K	0.03%	389
2025 Q4	$825K	Sell	26,854 -1,298	-5%	-$39.9K	0.03%	383
2025 Q3	$869K	Sell	28,152 -954	-3%	-$29.4K	0.03%	357
2025 Q2	$897K	Buy	29,106 +98	+0.3%	+$3.01K	0.04%	329
2025 Q1	$894K	Buy	29,008 +12	+0%	+$370	0.04%	309
2024 Q4	$891K	Sell	28,996 -261	-0.9%	-$8.03K	0.04%	307
2024 Q3	$903K	Sell	29,257 -1,093	-4%	-$33.6K	0.04%	300
2024 Q2	$936K	Buy	+30,350	New	+$934K	0.11%	119
2024 Q1	–	Sell	-32,033	Closed	-$980K	–	305
2023 Q4	$980K	Sell	32,033 -1,769	-5%	-$54.2K	0.06%	266
2023 Q3	$1.04M	Sell	33,802 -2,358	-7%	-$72.2K	0.06%	229
2023 Q2	$1.11M	Sell	36,160 -28,334	-44%	-$865K	0.09%	174
2023 Q1	$1.96M	Sell	64,494 -1,855	-3%	-$56.5K	0.17%	125
2022 Q4	$2.02M	Buy	66,349 +13	+0%	+$394	0.2%	120
2022 Q3	$2.01M	Sell	66,336 -93,824	-59%	-$2.84M	0.22%	110
2022 Q2	$4.82M	Buy	+160,160	New	+$4.87M	0.39%	59

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

Meridian Wealth Management's FLRN Position: Q2 2026 in Review

Meridian Wealth Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.2% in Q2 2026, selling an estimated $18.1K and leaving 26,377 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #429.

Meridian Wealth Management first reported a position in FLRN in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.82M in Q2 2022. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Meridian Wealth Management held 26,377 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $814K as of Q2 2026.
Meridian Wealth Management sold 587 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $18.1K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #429 holding.
Meridian Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $4.82M in Q2 2022.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.