World Equity Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

World Equity Group’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	–	Sell	-43,232	Closed	-$1.33M	–	302
2026 Q2	$1.33M	Buy	+43,232	New	+$1.33M	0.3%	75
2023 Q3	–	Sell	-38,392	Closed	-$1.18M	–	350
2023 Q2	$1.18M	Sell	38,392 -41,644	-52%	-$1.27M	0.35%	81
2023 Q1	$5.24M	Sell	80,036 -92,752	-54%	-$2.83M	0.78%	19
2022 Q4	$5.25M	Sell	172,788 -2,780	-2%	-$84.2K	1.25%	10
2022 Q3	$5.32M	Buy	175,568 +63,717	+57%	+$1.93M	1.35%	9
2022 Q2	$3.37M	Buy	111,851 +56,219	+101%	+$1.71M	0.85%	21
2022 Q1	$1.7M	Buy	+55,632	New	+$1.7M	0.37%	74

Other funds holding FLRN

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

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

World Equity Group's FLRN Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026, closing a stake of 43,232 shares — an estimated $1.33M sold.

World Equity Group first reported a position in FLRN in Q1 2022 and held it in 7 quarters. The position peaked at $5.32M in Q3 2022. 61 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

World Equity Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 43,232 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $1.33M.
World Equity Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2022 and held it in 7 quarters.
World Equity Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $5.32M in Q3 2022.
61 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.