Pinnacle Wealth Planning Services’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Pinnacle Wealth Planning Services’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	$40.2K	Buy	1,302 +134	+11%	+$4.12K	﹤0.01%	1420
2026 Q1	$36K	Hold	1,168	–	–	﹤0.01%	1380
2025 Q4	$35.9K	Buy	+1,168	New	+$35.9K	﹤0.01%	1413
2023 Q1	–	Sell	-17,050	Closed	-$518K	–	485
2022 Q4	$518K	Buy	+17,050	New	+$517K	0.09%	156

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

Pinnacle Wealth Planning Services's FLRN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 11% in Q2 2026, buying an estimated $4.12K and bringing the position to 1,302 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Pinnacle Wealth Planning Services first reported a position in FLRN in Q4 2022 and has held it in 4 quarters since. The position peaked at $518K in Q4 2022. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Pinnacle Wealth Planning Services held 1,302 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $40.2K as of Q2 2026.
Pinnacle Wealth Planning Services bought 134 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $4.12K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1420 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2022 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $518K in Q4 2022.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.