Hudson Portfolio Management LLC FLRN — SPDR SER TR BLOMBERG BRC INV

Ownership history in Hudson Portfolio Management LLC  ·  18 quarters on record

AI Ownership Summary

Hudson Portfolio Management LLC reported SPDR SER TR BLOMBERG BRC INV (FLRN) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.68% in 2023 Q4. The latest visible filing shows FLRN at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hudson Portfolio Management LLC's position in SPDR SER TR BLOMBERG BRC INV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLRN was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLRN stock page Hudson Portfolio Management LLC fund profile Hudson Portfolio Management LLC full holdings
How Hudson Portfolio Management LLC held FLRN — position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 43,445 -350 -0.8% 1.13% $1.3M 2026-05-14 $30.78
2025 Q4 REDUCED — — — 43,795 -765 -1.7% 1.16% $1.3M 2026-02-13 $30.48
2025 Q3 REDUCED 31.1% +1.1% ❌ 44,560 -20,125 -31.1% 1.22% $1.4M 2025-11-14 $30.16
2025 Q2 ADDED — — — 64,685 +100 +0.2% 1.86% $2.0M 2025-08-13 $29.78
2025 Q1 REDUCED — — — 64,585 -650 -1.0% 1.91% $2.0M 2025-05-14 $29.32
2024 Q4 ADDED — — — 65,235 +6,035 +10.2% 1.97% $2.0M 2025-02-13 $29.06
2024 Q3 REDUCED 26.8% +1.4% ❌ 59,200 -21,675 -26.8% 1.79% $1.8M 2024-11-13 $28.67
2023 Q4 ADDED — — — 80,875 +3,563 +4.6% 2.68% $2.5M 2024-02-13 $27.39
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLRN

As of 2026 Q1 — sorted by position size

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 29.5% Curbstone Financial Management Corp 3Y 7Y 7.48% Ameliora Wealth Management Ltd. 3Y 7.22% Aspetuck Financial Management LLC 6.62% Providence First Trust Co 3Y 7Y 5.34% MFA WEALTH ADVISORS, LLC 3Y 7Y 4.85% Cannon Advisors, Inc. 4.77% WESCAP Management Group, Inc. 3Y 7Y 4.28% RiverGlades Family Offices LLC 3Y 7Y 3.88% Alliance Wealth Management Group 3Y 7Y 3.76%

FAQ About Hudson Portfolio Management LLC and FLRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hudson Portfolio Management LLC reported owning FLRN?

Hudson Portfolio Management LLC reported FLRN across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLRN position in Hudson Portfolio Management LLC's portfolio?

The largest reported portfolio weight for FLRN was 2.68% in 2023 Q4.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2026 Q1, when Hudson Portfolio Management LLC reported 43,445 shares, equal to 1.13% of portfolio, with an estimated market value of $1.3M.

What does the chart on this FLRN ownership page compare?

The chart compares Hudson Portfolio Management LLC's quarterly FLRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hudson Portfolio Management LLC time their FLRN position?

Based on 13F filing dates vs. subsequent FLRN price moves, Hudson Portfolio Management LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on FLRN relative to SPY over the holding period was -5.7%.

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