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 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Meriwether Wealth & Planning's FLRN Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2026, closing a stake of 8,242 shares — an estimated $253K sold.

Meriwether Wealth & Planning first reported a position in FLRN in Q4 2024 and held it in 5 quarters. The position peaked at $1.11M in Q4 2024. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Meriwether Wealth & Planning reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 8,242 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $253K.
Meriwether Wealth & Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and held it in 5 quarters.
Meriwether Wealth & Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.11M in Q4 2024.
353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.