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

Simplicity Wealth’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	$504K	Buy	16,323 +9,037	+124%	+$278K	0.02%	634
2026 Q1	$224K	Buy	+7,286	New	+$224K	0.01%	688
2022 Q4	–	Sell	-33,606	Closed	-$1.02M	–	68
2022 Q3	$1.02M	Sell	33,606 -288	-0.8%	-$8.73K	1.37%	27
2022 Q2	$1.02M	Buy	33,894 +18,128	+115%	+$551K	1.49%	24
2022 Q1	$481K	Sell	15,766 -20,809	-57%	-$636K	0.47%	48
2021 Q4	$1.12M	Buy	+36,575	New	+$1.12M	0.6%	37

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

Simplicity Wealth's FLRN Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 124% in Q2 2026, buying an estimated $278K and bringing the position to 16,323 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #634.

Simplicity Wealth first reported a position in FLRN in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2021. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Simplicity Wealth held 16,323 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $504K as of Q2 2026.
Simplicity Wealth bought 9,037 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $278K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #634 holding.
Simplicity Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and has held it in 6 quarters since.
Simplicity Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.12M in Q4 2021.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.