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

Triumph 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	$17.1K	Sell	554 -3	-0.5%	-$92	﹤0.01%	994
2026 Q1	$17.1K	Hold	557	–	–	﹤0.01%	944
2025 Q4	$17.1K	Buy	+557	New	+$17.1K	﹤0.01%	914
2024 Q2	–	Sell	-12,182	Closed	-$376K	–	251
2024 Q1	$376K	Sell	12,182 -2,839	-19%	-$87.2K	0.15%	143
2023 Q4	$459K	Sell	15,021 -4,284	-22%	-$131K	0.2%	105
2023 Q3	$593K	Sell	19,305 -34,499	-64%	-$1.06M	0.27%	87
2023 Q2	$1.65M	Buy	53,804 +2	+0%	+$61	0.75%	28
2023 Q1	$1.64M	Buy	+53,802	New	+$1.64M	0.84%	23

Other funds holding FLRN

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

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

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

PFT

Providence First Trust Scottsdale, Arizona $358M AUM 30.69% 1-Year Est. Return

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

Triumph Capital Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.54% in Q2 2026, selling an estimated $92 and leaving 554 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Triumph Capital Management first reported a position in FLRN in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2023. 142 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Triumph Capital Management held 554 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $17.1K as of Q2 2026.
Triumph Capital Management sold 3 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $92.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #994 holding.
Triumph Capital Management first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2023 and has held it in 8 quarters since.
Triumph Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.65M in Q2 2023.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

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