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

MONECO 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	$3.71M	Buy	120,355 +1,147	+1%	+$35.3K	0.23%	94
2026 Q1	$3.67M	Sell	119,208 -1,465	-1%	-$45.1K	0.28%	76
2025 Q4	$3.71M	Buy	120,673 +2,023	+2%	+$62.3K	0.29%	71
2025 Q3	$3.66M	Buy	118,650 +896	+0.8%	+$27.6K	0.31%	68
2025 Q2	$3.63M	Sell	117,754 -2,452	-2%	-$75.2K	0.34%	58
2025 Q1	$3.7M	Buy	120,206 +4,074	+4%	+$125K	0.38%	56
2024 Q4	$3.57M	Buy	116,132 +887	+0.8%	+$27.3K	0.38%	64
2024 Q3	$3.56M	Buy	115,245 +2,384	+2%	+$73.3K	0.44%	57
2024 Q2	$3.48M	Sell	112,861 -7,004	-6%	-$216K	0.51%	53
2024 Q1	$3.7M	Buy	119,865 +5,924	+5%	+$182K	0.59%	39
2023 Q4	$3.49M	Buy	+113,941	New	+$3.49M	0.66%	32

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

MONECO Advisors's FLRN Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.96% in Q2 2026, buying an estimated $35.3K and bringing the position to 120,355 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #94.

MONECO Advisors first reported a position in FLRN in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

MONECO Advisors held 120,355 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.71M as of Q2 2026.
MONECO Advisors bought 1,147 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $35.3K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.23% of MONECO Advisors's portfolio in Q2 2026, its #94 holding.
MONECO Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.