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Spire Wealth Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Spire Wealth Management’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Sell
11,414
-1,368
-11% -$69.4K 0.02% 520
2026
Q1 		$644K Buy
12,782
+5,381
+73% +$274K 0.02% 480
2025
Q4 		$380K Buy
+7,401
New +$381K 0.01% 609

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Spire Wealth Management's TFLR Position: Q2 2026 in Review

Spire Wealth Management reduced its T. Rowe Price Floating Rate ETF (TFLR) stake by 11% in Q2 2026, selling an estimated $69.4K and leaving 11,414 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #520.

Spire Wealth Management first reported a position in TFLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $644K in Q1 2026. 114 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Spire Wealth Management held 11,414 shares of T. Rowe Price Floating Rate ETF worth $575K as of Q2 2026.
  • Spire Wealth Management sold 1,368 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $69.4K.
  • T. Rowe Price Floating Rate ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Spire Wealth Management first reported a position in T. Rowe Price Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's T. Rowe Price Floating Rate ETF position peaked at $644K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.