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

Unify Financial 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 		$1.16M Buy
37,646
+14,640
+64% +$451K 1.07% 27
2026
Q1 		$708K Buy
23,006
+1,741
+8% +$53.6K 0.73% 40
2025
Q4 		$653K Buy
+21,265
New +$654K 0.68% 38

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
CM
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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RA
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Unify Financial Advisors's FLRN Position: Q2 2026 in Review

Unify Financial Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 64% in Q2 2026, buying an estimated $451K and bringing the position to 37,646 shares worth $1.16M. The position accounts for 1.07% of the portfolio, ranked #27.

Unify Financial Advisors first reported a position in FLRN in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Unify Financial Advisors held 37,646 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.16M as of Q2 2026.
  • Unify Financial Advisors bought 14,640 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $451K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.07% of Unify Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Unify Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.