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

SHP Wealth Management’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 		$33.9K Hold
1,100
– – ﹤0.01% 588
2025
Q4 		$33.8K Buy
+1,100
New +$33.9K ﹤0.01% 573

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
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

SHP Wealth Management's FLRN Position: Q1 2026 in Review

SHP Wealth Management held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q1 2026 at 1,100 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

SHP Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

  • SHP Wealth Management held 1,100 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $33.9K as of Q1 2026.
  • SHP Wealth Management left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #588 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.