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

Raleigh 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 		$88.6K Sell
2,872
-5,460
-66% -$168K 0.03% 245
2026
Q1 		$256K Buy
8,332
+53
+0.6% +$1.63K 0.09% 180
2025
Q4 		$254K Buy
+8,279
New +$255K 0.09% 183
2024
Q4 		– Sell
-11,856
Closed -$366K – 1044
2024
Q3 		$366K Buy
11,856
+4,841
+69% +$149K 0.14% 157
2024
Q2 		$216K Sell
7,015
-5,193
-43% -$160K 0.09% 184
2024
Q1 		$376K Sell
12,208
-2,065
-14% -$63.4K 0.16% 142
2023
Q4 		$437K Sell
14,273
-1,013
-7% -$31K 0.2% 119
2023
Q3 		$470K Sell
15,286
-400
-3% -$12.3K 0.24% 97
2023
Q2 		$481K Sell
15,686
-628
-4% -$19.2K 0.24% 107
2023
Q1 		$496K Sell
16,314
-6,519
-29% -$199K 0.25% 110
2022
Q4 		$694K Sell
22,833
-3,681
-14% -$112K 0.36% 84
2022
Q3 		$803K Buy
26,514
+8,542
+48% +$259K 0.47% 65
2022
Q2 		$541K Buy
17,972
+7,010
+64% +$213K 0.31% 94
2022
Q1 		$334K Buy
+10,962
New +$335K 0.18% 131

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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RA
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Raleigh Capital Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 66% in Q2 2026, selling an estimated $168K and leaving 2,872 shares worth $88.6K. The position accounts for 0.03% of the portfolio, ranked #245.

Raleigh Capital Management first reported a position in FLRN in Q1 2022 and has held it in 14 quarters since. The position peaked at $803K in Q3 2022. 83 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

  • Raleigh Capital Management held 2,872 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $88.6K as of Q2 2026.
  • Raleigh Capital Management sold 5,460 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $168K.
  • State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.03% of Raleigh Capital Management's portfolio in Q2 2026, its #245 holding.
  • Raleigh Capital Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2022 and has held it in 14 quarters since.
  • Raleigh Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $803K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.