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

Mosley Wealth Management’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	$327K	Sell	10,587 -2,044	-16%	-$62.9K	0.15%	122
2025 Q4	$389K	Buy	+12,631	New	+$389K	0.18%	116

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

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

Mosley Wealth Management's FLRN Position: Q1 2026 in Review

Mosley Wealth Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 16% in Q1 2026, selling an estimated $62.9K and leaving 10,587 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #122.

Mosley Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 2 quarters since. The position peaked at $389K in Q4 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Mosley Wealth Management held 10,587 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $327K as of Q1 2026.
Mosley Wealth Management sold 2,044 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $62.9K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.15% of Mosley Wealth Management's portfolio in Q1 2026, its #122 holding.
Mosley Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 2 quarters since.
Mosley Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $389K in Q4 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Mosley Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.