My Personal CFO LLC’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

My Personal CFO LLC’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	$216K	Hold	7,000	–	–	0.08%	94
2026 Q2	$216K	Hold	7,000	–	–	0.08%	90
2026 Q1	$215K	Hold	7,000	–	–	0.09%	85
2025 Q4	$215K	Buy	+7,000	New	+$215K	0.09%	91
2025 Q3	–	Sell	-7,000	Closed	-$216K	–	119
2025 Q2	$216K	Hold	7,000	–	–	0.1%	91
2025 Q1	$216K	Buy	+7,000	New	+$216K	0.11%	85

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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 11.9% 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

My Personal CFO LLC's FLRN Position: Q3 2026 in Review

My Personal CFO LLC held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q3 2026 at 7,000 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #94.

My Personal CFO LLC first reported a position in FLRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $216K in Q2 2026. 232 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

My Personal CFO LLC held 7,000 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $216K as of Q3 2026.
My Personal CFO LLC left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.08% of My Personal CFO LLC's portfolio in Q3 2026, its #94 holding.
My Personal CFO LLC first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2025 and has held it in 6 quarters since.
My Personal CFO LLC's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $216K in Q2 2026.
232 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.