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 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

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

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

World Equity Group's FLRN Position: Q2 2026 in Review

World Equity Group opened a new position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q2 2026: 43,232 shares worth $1.33M. The stake represents 0.3% of the portfolio and ranks #75 among its holdings. This is a return to the name: World Equity Group previously reported a position in FLRN as recently as Q2 2023.

World Equity Group first reported a position in FLRN in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.32M in Q3 2022. 69 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

World Equity Group held 43,232 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $1.33M as of Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF was a new World Equity Group position in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.3% of World Equity Group's portfolio in Q2 2026, its #75 holding.
World Equity Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2022 and has held it in 7 quarters since.
World Equity Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $5.32M in Q3 2022.
69 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.