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

Wealthcare Advisory Partners’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	$444K	Sell	14,412 -353	-2%	-$10.9K	0.01%	785
2026 Q2	$455K	Sell	14,765 -430	-3%	-$13.2K	0.01%	735
2026 Q1	$468K	Buy	15,195 +912	+6%	+$28.1K	0.01%	719
2025 Q4	$439K	Sell	14,283 -4,118	-22%	-$127K	0.01%	737
2025 Q3	$568K	Buy	18,401 +9,814	+114%	+$302K	0.01%	644
2025 Q2	$265K	Buy	+8,587	New	+$264K	0.01%	837
2025 Q1	–	Sell	-9,419	Closed	-$289K	–	919
2024 Q4	$289K	Buy	9,419 +186	+2%	+$5.72K	0.01%	727
2024 Q3	$285K	Sell	9,233 -3,857	-29%	-$119K	0.01%	740
2024 Q2	$404K	Sell	13,090 -7,672	-37%	-$236K	0.01%	584
2024 Q1	$640K	Buy	20,762 +6,558	+46%	+$201K	0.02%	491
2023 Q4	$435K	Sell	14,204 -4,413	-24%	-$135K	0.02%	510
2023 Q3	$572K	Buy	18,617 +5,437	+41%	+$167K	0.03%	399
2023 Q2	$405K	Sell	13,180 -1,401	-10%	-$42.8K	0.02%	493
2023 Q1	$444K	Buy	14,581 +7,963	+120%	+$243K	0.02%	489
2022 Q4	$201K	Buy	+6,618	New	+$201K	0.01%	657
2021 Q2	–	Sell	-1,723	Closed	-$53K	–	992
2021 Q1	$53K	Buy	+1,723	New	+$52.8K	﹤0.01%	849

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

Wealthcare Advisory Partners's FLRN Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.4% in Q3 2026, selling an estimated $10.9K and leaving 14,412 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #785.

Wealthcare Advisory Partners first reported a position in FLRN in Q1 2021 and has held it in 16 quarters since. The position peaked at $640K in Q1 2024. 267 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Wealthcare Advisory Partners held 14,412 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $444K as of Q3 2026.
Wealthcare Advisory Partners sold 353 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $10.9K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #785 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2021 and has held it in 16 quarters since.
Wealthcare Advisory Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $640K in Q1 2024.
267 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.