Tactive Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Tactive Advisors’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	$480K	Buy	15,567 +4,280	+38%	+$132K	0.12%	156
2026 Q1	$347K	Sell	11,287 -1,907	-14%	-$58.7K	0.1%	184
2025 Q4	$405K	Sell	13,194 -24	-0.2%	-$739	0.12%	163
2025 Q3	$408K	Buy	13,218 +207	+2%	+$6.37K	0.12%	165
2025 Q2	$401K	Buy	+13,011	New	+$399K	0.13%	151
2024 Q1	$438K	Sell	14,220 -1,711	-11%	-$52.6K	0.23%	75
2023 Q4	$487K	Sell	15,931 -5,406	-25%	-$165K	0.31%	44
2023 Q3	$655K	Buy	21,337 +363	+2%	+$11.1K	0.57%	29
2023 Q2	$644K	Buy	20,974 +7,594	+57%	+$232K	0.49%	30
2023 Q1	$407K	Buy	+13,380	New	+$408K	0.3%	38

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

Tactive Advisors's FLRN Position: Q2 2026 in Review

Tactive Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 38% in Q2 2026, buying an estimated $132K and bringing the position to 15,567 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #156.

Tactive Advisors first reported a position in FLRN in Q1 2023 and has held it in 10 quarters since. The position peaked at $655K in Q3 2023. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Tactive Advisors held 15,567 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $480K as of Q2 2026.
Tactive Advisors bought 4,280 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.12% of Tactive Advisors's portfolio in Q2 2026, its #156 holding.
Tactive Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2023 and has held it in 10 quarters since.
Tactive Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $655K in Q3 2023.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.