Wealth Enhancement Advisory Services
FLRN icon

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

Wealth Enhancement Advisory Services’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 		$3.22M Buy
104,486
+580
+0.6% +$17.9K 0.01% 1270
2026
Q1 		$3.19M Sell
103,906
-59,561
-36% -$1.83M 0.01% 1141
2025
Q4 		$5.03M Buy
163,467
+13,047
+9% +$402K 0.01% 1018
2025
Q3 		$4.63M Buy
150,420
+12,530
+9% +$386K 0.01% 990
2025
Q2 		$4.24M Sell
137,890
-53,917
-28% -$1.65M 0.01% 970
2025
Q1 		$5.91M Buy
191,807
+73,080
+62% +$2.25M 0.01% 767
2024
Q4 		$3.65M Buy
+118,727
New +$3.65M 0.01% 917

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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

Wealth Enhancement Advisory Services's FLRN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.56% in Q2 2026, buying an estimated $17.9K and bringing the position to 104,486 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #1270.

Wealth Enhancement Advisory Services first reported a position in FLRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q1 2025. 360 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 104,486 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.22M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 580 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $17.9K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1270 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $5.91M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.