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Disclosery

FLRN SPDR SERIES TRUST

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SHS (fund)

326 managers (331 13F filers) reported a position in FLRN shares at 2024-12-31, 51,101,137 shares in all. 27 filers opened a position and 36 filers sold out during the quarter.

Managers
326
13F filers
331
New
27
Added
111
Reduced
110
Sold out
36
Shares held by filers
51,101,137

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
10Elms LLP11,440$352K0.36%13F-HRTimeline
New Century Financial Group, LLC11,343$349K0.15%-15,70213F-HRTimeline
Opulen Financial Group LLC11,307$347K0.32%13F-HRTimeline
MCF Advisors LLC11,190$344K0.02%+10413F-HRTimeline
Lunt Capital Management, Inc.11,095$341K0.13%+75813F-HRTimeline
Financial Advocates Investment Manageme…10,864$334K0.02%+2,27913F-HRTimeline
Global Retirement Partners, LLC10,804$332K0.01%+10,67713F-HRTimeline
Summit Place Financial Advisors, LLC10,600$326K0.19%-1,00013F-HRTimeline
Vantage Investment Partners, LLC10,365$319K0.03%-66813F-HRTimeline
Bleakley Financial Group, LLC10,124$311K0.01%+70613F-HRTimeline
FULLCIRCLE WEALTH LLC9,992$308K0.13%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.10,000$307K0.05%013F-HRTimeline
Point Windward Advisors Inc.9,659$297K0.11%-35013F-HRTimeline
RMR Wealth Builders9,655$297K0.03%-5,12413F-HR/ATimeline
GENESIS PRIVATE WEALTH, LLC9,372$288K0.16%13F-HRTimeline
Auour Investments LLC9,180$283K0.1%+1,61613F-HRTimeline
Ceeto Capital Group, LLC9,000$277K0.1%013F-HRTimeline
TruWealth Advisors, LLC8,761$269K0.02%+66413F-HRTimeline
Legacy Capital Group California, Inc.8,716$268K0.08%-149,98413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,625$265K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,500$261K<0.01%-2,69913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,315$256K0.02%013F-HRTimeline
CAP Partners, LLC8,234$253K0.18%-5,37413F-HRTimeline
Consolidated Portfolio Review Corp8,203$252K0.04%-10513F-HRTimeline
Composition Wealth, LLC8,156$251K0.01%013F-HRTimeline
Coastline Trust Co8,140$250K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Iron Horse Wealth Management, LLC7,848$241K0.08%-4713F-HRTimeline
Hickory Point Bank & Trust7,500$230K0.2%13F-HRTimeline
Rialto Wealth Management, LLC7,495$230K0.08%13F-HRTimeline
Sanctuary Advisors, LLC7,403$228K<0.01%new13F-HRTimeline
Crabel Capital Management, LLC7,426$228K0.74%-5,92813F-HRTimeline
Orion Porfolio Solutions, LLC7,338$226K<0.01%+12013F-HRTimeline
Orion Portfolio Solutions, LLC7,338$226K<0.01%+12013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,317$225K0.04%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC7,275$224K0.02%013F-HRTimeline
Compound Planning, Inc.7,174$220K0.01%-1,04313F-HRTimeline
Perigon Wealth Management, LLC7,014$216K0.01%-74813F-HRTimeline
Cerro Pacific Wealth Advisors LLC6,865$212K0.07%new13F-HRTimeline
Golden State Wealth Management, LLC6,841$210K0.03%13F-HRTimeline
MONTAG A & ASSOCIATES INC6,798$209K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,747$207K<0.01%-4,69813F-HRTimelineGroup
Adero Partners, LLC6,576$202K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,054$186K<0.01%+9613F-HRTimelineGroup
Capital Investment Advisory Services, L…5,904$181K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,270$162K0.01%-69513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,951$152K<0.01%+21713F-HRTimeline
Vermillion Wealth Management, Inc.4,856$149K0.08%13F-HRTimeline
Caldwell Trust Co4,560$140K0.01%013F-HRTimeline
Addison Advisors LLC3,825$118K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,763$116K0.01%+6113F-HRTimeline
AlphaCentric Advisors LLC3,485$107K0.11%+24013F-HRTimeline
Jackson Hole Capital Partners, LLC3,258$100K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC3,246$99.7K0.02%013F-HRTimeline
Creekmur Asset Management LLC2,558$78.6K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,389$73.4K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,210$67.9K<0.01%013F-HR/ATimelineGroup
Future Financial Wealth Managment LLC2,200$67.6K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC1,835$56.4K<0.01%-1,43213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,832$56.3K0.03%-2,66213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,814$55.7K<0.01%+1413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,625$50K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,600$49.2K<0.01%+1,42613F-HRTimeline
AE Wealth Management LLC1,472$45.2K<0.01%-58,16513F-HRTimeline
Global Financial Private Client, LLC1,435$44.1K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,281$39.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,280$39.3K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,277$39.2K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,135$34.9K<0.01%-3013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,047$32.3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,010$31K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.971$29.8K0.02%013F-HRTimeline
CoreCap Advisors, LLC842$25.9K<0.01%-1,99713F-HRTimeline
Salomon & Ludwin, LLC820$25.2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.815$25K0.01%13F-HRTimeline
Clearstead Trust, LLC811$24.9K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP805$24.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.768$23.6K<0.01%-75913F-HRTimeline
MAI Capital Management768$23.6K<0.01%new13F-HRTimeline
High Note Wealth, LLC696$21.4K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT633$19.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …615$18.9K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc610$18.7K<0.01%013F-HRTimeline
Friedenthal Financial591$18.2K0.01%+11313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.561$17.2K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc487$15K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC439$13.5K<0.01%-62513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT400$12.3K<0.01%+12013F-HRTimeline
First Horizon Advisors, Inc.399$12.3K<0.01%-71613F-HRTimeline
Bank of New Hampshire350$10.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.342$10.6K<0.01%13F-HRTimeline
Realta Investment Advisors327$10.1K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.318$9.77K0.01%13F-HRTimeline
Center for Financial Planning, Inc.292$8.97K<0.01%013F-HRTimeline
Bangor Savings Bank276$8.48K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC275$8.45K<0.01%-11913F-HRTimelineGroup
Roble, Belko & Company, Inc260$8K<0.01%013F-HRTimeline
Transce3nd, LLC251$7.71K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.249$7.65K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC200$6.15K<0.01%013F-HRTimeline
NewEdge Advisors, LLC178$5.46K<0.01%-3213F-HRTimeline
Parallel Advisors, LLC166$5.1K<0.01%+13413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC161$4.95K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…102$4K<0.01%-4013F-HRTimelineGroup
Prestige Wealth Management Group LLC130$4K<0.01%013F-HR/ATimeline
Guardian Wealth Management, Inc.115$3.52K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111$3.42K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc99$3.04K<0.01%-66213F-HRTimeline
GeoWealth Management, LLC94$2.89K<0.01%-51,72813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…85$2.61K<0.01%-1413F-HRTimelineGroup
Medallion Wealth Advisors, LLC80$2.47K<0.01%13F-HRTimeline
Astor Investment Management LLC68$2.09K<0.01%-647,86113F-HRTimeline
Legacy Investment Solutions, LLC66$2.03K<0.01%-19513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66$2.03K<0.01%-19513F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC63$1.94K<0.01%-7,18413F-HRTimeline
Denver PWM, LLC45$1.38K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$983<0.01%013F-HRTimeline
GS Investments, Inc.30$922<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC30$922<0.01%-1413F-HRTimeline
LANARK FINANCIAL, INC.29$9010.08%-31,18713F-HRTimeline
NewSquare Capital LLC27$830<0.01%+2213F-HRTimeline
New Millennium Group LLC22$669<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.12$375<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC7$215<0.01%13F-HRTimeline
Values First Advisors, Inc.6$170<0.01%013F-HRTimeline
Lindbrook Capital, LLC1$18<0.01%013F-HRTimeline
Sachetta, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.