Fulcrum Equity Management’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Fulcrum Equity Management’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	$920K	Buy	+29,836	New	+$918K	0.67%	36
2019 Q2	–	Sell	-7,579	Closed	-$233K	–	91
2019 Q1	$233K	Buy	7,579 +79	+1%	+$2.42K	0.08%	92
2018 Q4	$228K	Buy	+7,500	New	+$230K	0.08%	72

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

Fulcrum Equity Management's FLRN Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 29,836 shares worth $920K. The stake represents 0.67% of the portfolio and ranks #36 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in FLRN as recently as Q1 2019.

Fulcrum Equity Management first reported a position in FLRN in Q4 2018 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Fulcrum Equity Management held 29,836 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $920K as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new Fulcrum Equity Management position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.67% of Fulcrum Equity Management's portfolio in Q2 2026, its #36 holding.
Fulcrum Equity Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and has held it in 3 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 Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.