Westfuller Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Westfuller Advisors’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 Q1	$6.52K	Buy	212 +2	+1%	+$62	﹤0.01%	506
2025 Q4	$6.47K	Buy	210 +3	+1%	+$92	﹤0.01%	532
2025 Q3	$6.39K	Buy	+207	New	+$6.37K	﹤0.01%	513

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Westfuller Advisors's FLRN Position: Q1 2026 in Review

Westfuller Advisors increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.95% in Q1 2026, buying an estimated $62 and bringing the position to 212 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Westfuller Advisors first reported a position in FLRN in Q3 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Westfuller Advisors held 212 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $6.52K as of Q1 2026.
Westfuller Advisors bought 2 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $62.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #506 holding.
Westfuller Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and has held it in 3 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.