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 Q3	$6.7M	Buy	217,799 +16,001	+8%	+$493K	1.95%	13
2026 Q2	$6.23M	Buy	201,798 +191,211	+1,806%	+$5.89M	1.98%	13
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

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 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

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Mosley Wealth Management's FLRN Position: Q3 2026 in Review

Mosley Wealth Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 7.9% in Q3 2026, buying an estimated $493K and bringing the position to 217,799 shares worth $6.7M. The position accounts for 1.95% of the portfolio, ranked #13.

Mosley Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Mosley Wealth Management held 217,799 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.7M as of Q3 2026.
Mosley Wealth Management bought 16,001 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $493K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.95% of Mosley Wealth Management's portfolio in Q3 2026, its #13 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 4 quarters since.
203 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.