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 Q3	–	Sell	-29,836	Closed	-$920K	–	141
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

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

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

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Fulcrum Equity Management's FLRN Position: Q3 2026 in Review

Fulcrum Equity Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026, closing a stake of 29,836 shares — an estimated $920K sold.

Fulcrum Equity Management first reported a position in FLRN in Q4 2018 and held it in 3 quarters. The position peaked at $920K in Q2 2026. 211 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Fulcrum Equity Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2026 after selling out during the quarter.
Fulcrum Equity Management sold 29,836 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $920K.
Fulcrum Equity Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2018 and held it in 3 quarters.
Fulcrum Equity Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $920K in Q2 2026.
211 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.