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

Sax 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	$4.4M	Buy	143,009 +2,800	+2%	+$86.2K	0.18%	91
2026 Q1	$4.31M	Hold	140,209	–	–	0.21%	78
2025 Q4	$4.31M	Buy	140,209 +133,609	+2,024%	+$4.11M	0.2%	79
2025 Q3	$204K	Sell	6,600 -979	-13%	-$30.1K	0.01%	425
2025 Q2	$234K	Hold	7,579	–	–	0.01%	383
2025 Q1	$234K	Buy	+7,579	New	+$233K	0.02%	332

Other funds holding FLRN

CFMC

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Sax Wealth Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2% in Q2 2026, buying an estimated $86.2K and bringing the position to 143,009 shares worth $4.4M. The position accounts for 0.18% of the portfolio, ranked #91.

Sax Wealth Advisors first reported a position in FLRN in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Sax Wealth Advisors held 143,009 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $4.4M as of Q2 2026.
Sax Wealth Advisors bought 2,800 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $86.2K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.18% of Sax Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.