FFG
FLRN icon

Fiduciary Financial Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Fiduciary Financial Group’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 		$10.2M Buy
330,908
+15,702
+5% +$483K 1.16% 18
2026
Q1 		$9.7M Buy
315,206
+18,076
+6% +$556K 1.29% 17
2025
Q4 		$9.13M Buy
297,130
+11,553
+4% +$356K 1.29% 14
2025
Q3 		$8.81M Buy
285,577
+15,207
+6% +$468K 1.39% 16
2025
Q2 		$8.3M Buy
270,370
+16,003
+6% +$491K 1.5% 15
2025
Q1 		$7.74M Buy
254,367
+23,235
+10% +$716K 1.68% 11
2024
Q4 		$7.12M Buy
231,132
+5,499
+2% +$169K 1.55% 14
2024
Q3 		$6.93M Buy
225,633
+6,309
+3% +$194K 1.59% 14
2024
Q2 		$6.74M Buy
+219,324
New +$6.75M 1.63% 14

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
CM
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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
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
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Fiduciary Financial Group's FLRN Position: Q2 2026 in Review

Fiduciary Financial Group increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 5% in Q2 2026, buying an estimated $483K and bringing the position to 330,908 shares worth $10.2M. The position accounts for 1.16% of the portfolio, ranked #18.

Fiduciary Financial Group first reported a position in FLRN in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Fiduciary Financial Group held 330,908 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $10.2M as of Q2 2026.
  • Fiduciary Financial Group bought 15,702 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $483K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 1.16% of Fiduciary Financial Group's portfolio in Q2 2026, its #18 holding.
  • Fiduciary Financial Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and has held it in 9 quarters since.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.