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

Gilpin Wealth 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 		$3.4M Buy
110,381
+24
+0% +$739 2.3% 7
2026
Q2 		$3.4M Buy
110,357
+6,163
+6% +$190K 2.35% 7
2026
Q1 		$3.21M Sell
104,194
-147
-0.1% -$4.52K 2.54% 6
2025
Q4 		$3.21M Buy
+104,341
New +$3.21M 2.54% 7

Other funds holding FLRN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gilpin Wealth Management's FLRN Position: Q3 2026 in Review

Gilpin Wealth Management increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.02% in Q3 2026, buying an estimated $739 and bringing the position to 110,381 shares worth $3.4M. The position accounts for 2.3% of the portfolio, ranked #7.

Gilpin Wealth Management first reported a position in FLRN in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.4M in Q2 2026. 19 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • Gilpin Wealth Management held 110,381 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $3.4M as of Q3 2026.
  • Gilpin Wealth Management bought 24 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $739.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 2.3% of Gilpin Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Gilpin Wealth Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3.4M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.