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

Smartleaf Asset 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 Q3	$66K	Buy	+2,141	New	+$65.9K	﹤0.01%	1508
2026 Q1	–	Sell	-10	Closed	-$307	–	3563
2025 Q4	$307	Buy	+10	New	+$308	﹤0.01%	3322

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Smartleaf Asset Management's FLRN Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026: 2,141 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in FLRN as recently as Q4 2025.

Smartleaf Asset Management first reported a position in FLRN in Q4 2025 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Smartleaf Asset Management held 2,141 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $66K as of Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Smartleaf Asset Management position in Q3 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #1508 holding.
Smartleaf Asset 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.
321 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.