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 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	$9.82M	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

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

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

MFA Wealth Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 16% in Q2 2026, buying an estimated $4M and bringing the position to 930,045 shares worth $28.7M. The position accounts for 4.89% of the portfolio, ranked #5.

MFA Wealth Advisors first reported a position in FLRN in Q4 2017 and has held it in 28 quarters since. The position peaked at $32.5M in Q4 2023. 360 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

MFA Wealth Advisors held 930,045 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $28.7M as of Q2 2026.
MFA Wealth Advisors bought 129,824 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $4M.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 4.89% of MFA Wealth Advisors's portfolio in Q2 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 28 quarters since.
MFA Wealth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $32.5M in Q4 2023.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.