Meriwether Wealth & Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Meriwether Wealth & Planning’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 Q3	$62	Buy	+2	New	+$62	﹤0.01%	866
2026 Q1	–	Sell	-8,242	Closed	-$253K	–	129
2025 Q4	$253K	Sell	8,242 -124	-1%	-$3.82K	0.14%	101
2025 Q3	$258K	Sell	8,366 -2,034	-20%	-$62.6K	0.15%	100
2025 Q2	$321K	Sell	10,400 -21,319	-67%	-$654K	0.2%	84
2025 Q1	$978K	Sell	31,719 -4,301	-12%	-$132K	0.64%	35
2024 Q4	$1.11M	Buy	+36,020	New	+$1.11M	0.79%	27

Other funds holding FLRN

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Meriwether Wealth & Planning's FLRN Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026: 2 shares worth $62. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in FLRN as recently as Q4 2025.

Meriwether Wealth & Planning first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2024. 89 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Meriwether Wealth & Planning held 2 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $62 as of Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Meriwether Wealth & Planning position in Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #866 holding.
Meriwether Wealth & Planning 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.
Meriwether Wealth & Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.11M in Q4 2024.
89 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.