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

Realta Investment 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	$9.86K	Buy	320 +39	+14%	+$1.2K	﹤0.01%	321
2026 Q1	$8.64K	Sell	281 -63	-18%	-$1.94K	﹤0.01%	308
2025 Q4	$10.6K	Sell	344 -278	-45%	-$8.55K	﹤0.01%	289
2025 Q3	$19.2K	Sell	622 -104	-14%	-$3.2K	0.01%	263
2025 Q2	$22.4K	Buy	726 +488	+205%	+$15K	0.01%	251
2025 Q1	$7.32K	Sell	238 -89	-27%	-$2.74K	﹤0.01%	288
2024 Q4	$10.1K	Buy	+327	New	+$10.1K	﹤0.01%	300
2023 Q1	–	Sell	-890	Closed	-$27K	–	543
2022 Q4	$27K	Sell	890 -155	-15%	-$4.7K	0.01%	618
2022 Q3	$32K	Buy	+1,045	New	+$31.7K	0.01%	571

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

Realta Investment Advisors's FLRN Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 14% in Q2 2026, buying an estimated $1.2K and bringing the position to 320 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Realta Investment Advisors first reported a position in FLRN in Q3 2022 and has held it in 9 quarters since. The position peaked at $32K in Q3 2022. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Realta Investment Advisors held 320 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $9.86K as of Q2 2026.
Realta Investment Advisors bought 39 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $1.2K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #321 holding.
Realta Investment Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and has held it in 9 quarters since.
Realta Investment Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $32K in Q3 2022.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.