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

Lunt Capital 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 		– Sell
-12,260
Closed -$377K – 92
2026
Q1 		$377K Buy
12,260
+190
+2% +$5.85K 0.14% 70
2025
Q4 		$371K Buy
12,070
+249
+2% +$7.66K 0.14% 70
2025
Q3 		$365K Buy
11,821
+22
+0.2% +$677 0.14% 74
2025
Q2 		$364K Buy
11,799
+575
+5% +$17.6K 0.14% 69
2025
Q1 		$346K Buy
11,224
+129
+1% +$3.97K 0.13% 68
2024
Q4 		$341K Buy
11,095
+758
+7% +$23.3K 0.13% 65
2024
Q3 		$319K Buy
10,337
+80
+0.8% +$2.46K 0.15% 70
2024
Q2 		$316K Buy
10,257
+656
+7% +$20.2K 0.16% 69
2024
Q1 		$296K Buy
9,601
+2,387
+33% +$73.3K 0.15% 75
2023
Q4 		$221K Sell
7,214
-2,056
-22% -$62.9K 0.11% 81
2023
Q3 		$285K Sell
9,270
-1,420
-13% -$43.5K 0.15% 65
2023
Q2 		$328K Buy
+10,690
New +$326K 0.18% 64

Other funds holding FLRN

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Lunt Capital Management's FLRN Position: Q2 2026 in Review

Lunt Capital Management sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026, closing a stake of 12,260 shares — an estimated $377K sold.

Lunt Capital Management first reported a position in FLRN in Q2 2023 and held it in 12 quarters. The position peaked at $377K in Q1 2026. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Lunt Capital Management reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
  • Lunt Capital Management sold 12,260 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $377K.
  • Lunt Capital Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2023 and held it in 12 quarters.
  • Lunt Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $377K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.