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

Sykon Capital’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 Q1	$882K	Buy	28,661 +119	+0.4%	+$3.66K	0.29%	45
2025 Q4	$877K	Buy	28,542 +7,387	+35%	+$227K	0.28%	74
2025 Q3	$653K	Buy	21,155 +8,555	+68%	+$263K	0.22%	70
2025 Q2	$388K	Sell	12,600 -296,365	-96%	-$9.09M	0.14%	61
2025 Q1	$9.52M	Buy	308,965 +126,151	+69%	+$3.89M	3.62%	9
2024 Q4	$5.62M	Sell	182,814 -86,528	-32%	-$2.66M	1.94%	15
2024 Q3	$8.31M	Buy	269,342 +77,132	+40%	+$2.37M	2.93%	6
2024 Q2	$5.93M	Buy	192,210 +50,635	+36%	+$1.56M	2.24%	13
2024 Q1	$4.36M	Buy	+141,575	New	+$4.35M	1.58%	15

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Sykon Capital's FLRN Position: Q1 2026 in Review

Sykon Capital increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.42% in Q1 2026, buying an estimated $3.66K and bringing the position to 28,661 shares worth $882K. The position accounts for 0.29% of the portfolio, ranked #45.

Sykon Capital first reported a position in FLRN in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.52M in Q1 2025. 352 funds tracked by Wall St. Rank hold FLRN as of Q1 2026.

Sykon Capital held 28,661 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $882K as of Q1 2026.
Sykon Capital bought 119 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2026, an estimated $3.66K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.29% of Sykon Capital's portfolio in Q1 2026, its #45 holding.
Sykon Capital first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2024 and has held it in 9 quarters since.
Sykon Capital's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $9.52M in Q1 2025.
352 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.