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 Q3	$3.4M	Buy	110,603 +6,117	+6%	+$188K	0.01%	1332
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 Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLRN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 5.9% in Q3 2026, buying an estimated $188K and bringing the position to 110,603 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1332.

Wealth Enhancement Advisory Services first reported a position in FLRN in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.91M in Q1 2025. 280 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Wealth Enhancement Advisory Services held 110,603 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 6,117 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $188K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1332 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 8 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $5.91M in Q1 2025.
280 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.