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

VSM Wealth Advisory’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	$4.13K	Buy	+134	New	+$4.12K	﹤0.01%	422
2025 Q3	–	Sell	-8,055	Closed	-$248K	–	467
2025 Q2	$248K	Buy	+8,055	New	+$247K	0.08%	82

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

VSM Wealth Advisory's FLRN Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 134 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in FLRN as recently as Q2 2025.

VSM Wealth Advisory first reported a position in FLRN in Q2 2025 and has held it in 2 quarters since. The position peaked at $248K in Q2 2025. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

VSM Wealth Advisory held 134 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $4.13K as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new VSM Wealth Advisory position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #422 holding.
VSM Wealth Advisory first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2025 and has held it in 2 quarters since.
VSM Wealth Advisory's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $248K in Q2 2025.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.