VAG
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VisionPoint Advisory Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

VisionPoint Advisory 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 		$1.36M Buy
+44,184
New +$1.36M 0.22% 107
2024
Q3 		– Sell
-23
Closed -$710 – 430
2024
Q2 		$710 Buy
+23
New +$708 ﹤0.01% 734

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

VisionPoint Advisory Group's FLRN Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 44,184 shares worth $1.36M. The stake represents 0.22% of the portfolio and ranks #107 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in FLRN as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in FLRN in Q2 2024 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • VisionPoint Advisory Group held 44,184 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.36M as of Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new VisionPoint Advisory Group position in Q2 2026.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q2 2026, its #107 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.