SWMG LLC’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

SWMG LLC’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	$1.2M	Buy	+38,853	New	+$1.2M	0.28%	33

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

SWMG LLC's FLRN Position: Q2 2026 in Review

SWMG LLC opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 38,853 shares worth $1.2M. The stake represents 0.28% of the portfolio and ranks #33 among its holdings.

362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

SWMG LLC held 38,853 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.2M as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new SWMG LLC position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.28% of SWMG LLC's portfolio in Q2 2026, its #33 holding.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.