Root Financial Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Root Financial Partners’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 Q1	$311K	Buy	10,115 +606	+6%	+$18.6K	0.01%	242
2025 Q4	$292K	Hold	9,509	–	–	0.01%	230
2025 Q3	$293K	Sell	9,509 -6,086	-39%	-$187K	0.02%	214
2025 Q2	$481K	Sell	15,595 -673	-4%	-$20.7K	0.05%	124
2025 Q1	$501K	Hold	16,268	–	–	0.05%	115
2024 Q4	$500K	Buy	+16,268	New	+$500K	0.06%	114

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Root Financial Partners's FLRN Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 6.4% in Q1 2026, buying an estimated $18.6K and bringing the position to 10,115 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #242.

Root Financial Partners first reported a position in FLRN in Q4 2024 and has held it in 6 quarters since. The position peaked at $501K in Q1 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Root Financial Partners held 10,115 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $311K as of Q1 2026.
Root Financial Partners bought 606 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $18.6K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #242 holding.
Root Financial Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $501K in Q1 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.