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

MFA 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 Q3	$29M	Buy	940,604 +10,559	+1%	+$325K	4.93%	5
2026 Q2	$28.7M	Buy	930,045 +129,824	+16%	+$4M	4.89%	5
2026 Q1	$24.6M	Buy	800,221 +67,468	+9%	+$2.08M	4.85%	5
2025 Q4	$22.5M	Buy	732,753 +44,722	+6%	+$1.38M	4.76%	5
2025 Q3	$21.2M	Buy	688,031 +23,790	+4%	+$733K	4.64%	5
2025 Q2	$20.5M	Sell	664,241 -28,495	-4%	-$874K	4.8%	5
2025 Q1	$21.4M	Buy	692,736 +8,815	+1%	+$272K	5.28%	5
2024 Q4	$21M	Buy	683,921 +58,815	+9%	+$1.81M	5.38%	4
2024 Q3	$19.3M	Sell	625,106 -110,604	-15%	-$3.4M	4.22%	6
2024 Q2	$22.7M	Sell	735,710 -45,775	-6%	-$1.41M	4.96%	5
2024 Q1	$24.1M	Sell	781,485 -281,066	-26%	-$8.63M	6.33%	4
2023 Q4	$32.5M	Buy	1,062,551 +14,007	+1%	+$429K	9.14%	1
2023 Q3	$32.2M	Buy	1,048,544 +39,293	+4%	+$1.2M	10%	1
2023 Q2	$31M	Buy	1,009,251 +18,029	+2%	+$550K	9.75%	1
2023 Q1	$30.2M	Buy	991,222 +18,995	+2%	+$579K	9.93%	2
2022 Q4	$29.5M	Sell	972,227 -49,905	-5%	-$1.51M	10.7%	2
2022 Q3	$31M	Buy	1,022,132 +37,263	+4%	+$1.13M	11.47%	2
2022 Q2	$29.7M	Buy	984,869 +30,607	+3%	+$930K	10.83%	2
2022 Q1	$29.1M	Buy	+954,262	New	+$29.2M	9.29%	2
2020 Q2	–	Sell	-41,587	Closed	-$1.22M	–	254
2020 Q1	$1.22M	Sell	41,587 -385,172	-90%	-$11.6M	1.19%	26
2019 Q4	$13.1M	Buy	426,759 +6,590	+2%	+$203K	9.52%	4
2019 Q3	$12.9M	Buy	420,169 +18,153	+5%	+$557K	10.52%	3
2019 Q2	$12.4M	Buy	402,016 +18,606	+5%	+$571K	9.29%	3
2019 Q1	$11.8M	Buy	383,410 +49,943	+15%	+$1.53M	7.73%	4
2018 Q4	$10.1M	Buy	333,467 +13,108	+4%	+$401K	10.14%	2
2018 Q3	$9.8M	Buy	320,359 +15,296	+5%	+$470K	7.32%	4
2018 Q2	$9.38M	Buy	305,063 +6,726	+2%	+$207K	6.16%	5
2018 Q1	$9.17M	Buy	298,337 +15,828	+6%	+$486K	6.91%	5
2017 Q4	$8.69M	Buy	+282,509	New	+$8.68M	5.91%	4

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

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

MFA Wealth Advisors's FLRN Position: Q3 2026 in Review

MFA Wealth Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 1.1% in Q3 2026, buying an estimated $325K and bringing the position to 940,604 shares worth $29M. The position accounts for 4.93% of the portfolio, ranked #5.

MFA Wealth Advisors first reported a position in FLRN in Q4 2017 and has held it in 29 quarters since. The position peaked at $32.5M in Q4 2023. 89 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

MFA Wealth Advisors held 940,604 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $29M as of Q3 2026.
MFA Wealth Advisors bought 10,559 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $325K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 4.93% of MFA Wealth Advisors's portfolio in Q3 2026, its #5 holding.
MFA Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2017 and has held it in 29 quarters since.
MFA Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $32.5M in Q4 2023.
89 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.