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

Perspective Wealth 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	$2.29M	Buy	74,184 +5,163	+7%	+$159K	1.26%	23
2026 Q1	$2.12M	Buy	69,021 +3,992	+6%	+$123K	1.38%	24
2025 Q4	$2M	Buy	+65,029	New	+$2M	1.42%	20

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

Perspective Wealth Advisors's FLRN Position: Q2 2026 in Review

Perspective Wealth Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 7.5% in Q2 2026, buying an estimated $159K and bringing the position to 74,184 shares worth $2.29M. The position accounts for 1.26% of the portfolio, ranked #23.

Perspective Wealth Advisors first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Perspective Wealth Advisors held 74,184 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $2.29M as of Q2 2026.
Perspective Wealth Advisors bought 5,163 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $159K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.26% of Perspective Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Perspective Wealth 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.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.