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

Networth 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 		$679 Sell
22
-33
-60% -$1.02K ﹤0.01% 343
2026
Q1 		$1.69K Hold
55
– – ﹤0.01% 300
2025
Q4 		$1.69K Buy
+55
New +$1.69K ﹤0.01% 272

Other funds holding FLRN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Networth Advisors's FLRN Position: Q2 2026 in Review

Networth Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 60% in Q2 2026, selling an estimated $1.02K and leaving 22 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Networth Advisors first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69K in Q1 2026. 213 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Networth Advisors held 22 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $679 as of Q2 2026.
  • Networth Advisors sold 33 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.02K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #343 holding.
  • Networth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.69K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.