Toth Financial Advisory’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Toth Financial Advisory’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	$24.8K	Hold	805	–	–	﹤0.01%	475
2026 Q1	$24.8K	Hold	805	–	–	﹤0.01%	459
2025 Q4	$24.7K	Hold	805	–	–	﹤0.01%	452
2025 Q3	$24.8K	Hold	805	–	–	﹤0.01%	443
2025 Q2	$24.8K	Hold	805	–	–	﹤0.01%	406
2025 Q1	$24.8K	Hold	805	–	–	﹤0.01%	377
2024 Q4	$24.7K	Hold	805	–	–	﹤0.01%	376
2024 Q3	$24.8K	Hold	805	–	–	﹤0.01%	359
2024 Q2	$24.8K	Hold	805	–	–	﹤0.01%	373
2024 Q1	$24.8K	Hold	805	–	–	﹤0.01%	371
2023 Q4	$24.6K	Hold	805	–	–	﹤0.01%	363
2023 Q3	$24.7K	Hold	805	–	–	﹤0.01%	345
2023 Q2	$24.7K	Hold	805	–	–	﹤0.01%	360
2023 Q1	$24.5K	Hold	805	–	–	﹤0.01%	360
2022 Q4	$24.5K	Hold	805	–	–	﹤0.01%	361
2022 Q3	$24K	Buy	+805	New	+$24.4K	﹤0.01%	352

Other funds holding FLRN

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Toth Financial Advisory's FLRN Position: Q2 2026 in Review

Toth Financial Advisory held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 805 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Toth Financial Advisory first reported a position in FLRN in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.8K in Q3 2025. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Toth Financial Advisory held 805 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $24.8K as of Q2 2026.
Toth Financial Advisory left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #475 holding.
Toth Financial Advisory first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $24.8K in Q3 2025.
61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.