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

TritonPoint Wealth’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
2025 Q4	–	Sell	-20,700	Closed	-$639K	–	303
2025 Q3	$639K	Hold	20,700	–	–	0.05%	194
2025 Q2	$638K	Hold	20,700	–	–	0.06%	190
2025 Q1	$638K	Hold	20,700	–	–	0.06%	189
2024 Q4	$636K	Hold	20,700	–	–	0.06%	186
2024 Q3	$638K	Hold	20,700	–	–	0.06%	184
2024 Q2	$639K	Hold	20,700	–	–	0.06%	178
2024 Q1	$656K	Sell	20,700 -735	-3%	-$22.6K	0.07%	175
2023 Q4	$656K	Buy	+21,435	New	+$656K	0.06%	183

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CFMC

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

TritonPoint Wealth's FLRN Position: Q4 2025 in Review

TritonPoint Wealth sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2025, closing a stake of 20,700 shares — an estimated $639K sold.

TritonPoint Wealth first reported a position in FLRN in Q4 2023 and held it in 8 quarters. The position peaked at $656K in Q1 2024. 346 funds tracked by Wall St. Rank hold FLRN as of Q4 2025.

TritonPoint Wealth reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 20,700 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2025, an estimated $639K.
TritonPoint Wealth first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $656K in Q1 2024.
346 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.