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 Q3	$444K	Sell	14,408 -1,159	-7%	-$35.7K	0.11%	172
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

BCMIO

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tactive Advisors's FLRN Position: Q3 2026 in Review

Tactive Advisors reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 7.4% in Q3 2026, selling an estimated $35.7K and leaving 14,408 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #172.

Tactive Advisors first reported a position in FLRN in Q1 2023 and has held it in 11 quarters since. The position peaked at $655K in Q3 2023. 35 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Tactive Advisors held 14,408 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $444K as of Q3 2026.
Tactive Advisors sold 1,159 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $35.7K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.11% of Tactive Advisors's portfolio in Q3 2026, its #172 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 11 quarters since.
Tactive Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $655K in Q3 2023.
35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.