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

United Capital 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	$579K	Hold	18,781	–	–	﹤0.01%	1041
2026 Q1	$578K	Buy	+18,781	New	+$578K	﹤0.01%	995
2023 Q4	–	Sell	-21,435	Closed	-$658K	–	1077
2023 Q3	$658K	Buy	+21,435	New	+$657K	﹤0.01%	588
2021 Q1	–	Sell	-8,956	Closed	-$274K	–	1203
2020 Q4	$274K	Sell	8,956 -2,519	-22%	-$77.1K	﹤0.01%	1029
2020 Q3	$351K	Sell	11,475 -4,116	-26%	-$126K	﹤0.01%	913
2020 Q2	$475K	Sell	15,591 -7,639	-33%	-$231K	﹤0.01%	884
2020 Q1	$683K	Sell	23,230 -50,239	-68%	-$1.52M	0.01%	719
2019 Q4	$2.26M	Buy	73,469 +10,797	+17%	+$332K	0.01%	583
2019 Q3	$1.93M	Buy	62,672 +52,834	+537%	+$1.62M	0.01%	594
2019 Q2	$302K	Buy	+9,838	New	+$302K	﹤0.01%	1209
2013 Q3	–	Sell	-7,600	Closed	-$234K	–	697
2013 Q2	$234K	Buy	+7,600	New	+$234K	0.01%	634

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

United Capital Financial Advisors held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 18,781 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

United Capital Financial Advisors first reported a position in FLRN in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.26M in Q4 2019. 362 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

United Capital Financial Advisors held 18,781 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $579K as of Q2 2026.
United Capital Financial Advisors 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 United Capital Financial Advisors's portfolio in Q2 2026, its #1041 holding.
United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2013 and has held it in 11 quarters since.
United Capital Financial Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $2.26M in Q4 2019.
362 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.