Tempus Wealth Planning’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Tempus Wealth Planning’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	$229K	Buy	+7,422	New	+$228K	0.04%	260
2022 Q4	–	Sell	-11,684	Closed	-$354K	–	189
2022 Q3	$354K	Buy	+11,684	New	+$354K	0.24%	115

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 22.9% 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

Tempus Wealth Planning's FLRN Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 7,422 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in FLRN as recently as Q3 2022.

Tempus Wealth Planning first reported a position in FLRN in Q3 2022 and has held it in 2 quarters since. The position peaked at $354K in Q3 2022. 363 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Tempus Wealth Planning held 7,422 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $229K as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Tempus Wealth Planning position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #260 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and has held it in 2 quarters since.
Tempus Wealth Planning's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $354K in Q3 2022.
363 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.