United Advisor Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

United Advisor Group’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	$1.75M	Buy	+56,603	New	+$1.74M	0.18%	139

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 22.96% 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

United Advisor Group's FLRN Position: Q2 2026 in Review

United Advisor Group opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 56,603 shares worth $1.75M. The stake represents 0.18% of the portfolio and ranks #139 among its holdings.

362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

United Advisor Group held 56,603 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.75M as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new United Advisor Group position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.18% of United Advisor Group's portfolio in Q2 2026, its #139 holding.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.