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 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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's FLRN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 2.8% in Q2 2026, selling an estimated $13.2K and leaving 14,765 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #735.

Wealthcare Advisory Partners first reported a position in FLRN in Q1 2021 and has held it in 15 quarters since. The position peaked at $640K in Q1 2024. 69 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Wealthcare Advisory Partners held 14,765 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $455K as of Q2 2026.
Wealthcare Advisory Partners sold 430 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $13.2K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #735 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 15 quarters since.
Wealthcare Advisory Partners's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $640K in Q1 2024.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.