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 Q3	$12.5K	Sell	404 -150	-27%	-$4.62K	﹤0.01%	1131
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Triumph Capital Management's FLRN Position: Q3 2026 in Review

Triumph Capital Management reduced its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 27% in Q3 2026, selling an estimated $4.62K and leaving 404 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Triumph Capital Management first reported a position in FLRN in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q2 2023. 211 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

Triumph Capital Management held 404 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $12.5K as of Q3 2026.
Triumph Capital Management sold 150 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $4.62K.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1131 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 9 quarters since.
Triumph Capital Management's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.65M in Q2 2023.
211 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.