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Disclosery

FLRN SPDR SERIES TRUST

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SHS (fund)

321 managers (325 13F filers) reported a position in FLRN shares at 2025-03-31, 55,929,043 shares in all. 31 filers opened a position and 31 filers sold out during the quarter.

Managers
321
13F filers
325
New
31
Added
132
Reduced
93
Sold out
31
Shares held by filers
55,929,043

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Vantage Investment Partners, LLC10,365$319K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,362$319K<0.01%+1,86213F-HRTimeline
Bleakley Financial Group, LLC10,198$314K0.01%+7413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.10,000$308K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10,000$308K0.04%new13F-HRTimelineGroup
FULLCIRCLE WEALTH LLC9,992$307K0.13%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,928$306K0.04%-4,90113F-HRTimeline
Worth Asset Management, LLC9,785$302K0.16%new13F-HRTimeline
Janney Montgomery Scott LLC9,720$300K<0.01%-3,01413F-HRTimeline
Point Windward Advisors Inc.9,354$288K0.11%-30513F-HRTimeline
Perigon Wealth Management, LLC9,236$285K0.01%+2,22213F-HRTimeline
TruWealth Advisors, LLC9,150$282K0.02%+38913F-HRTimeline
Revisor Wealth Management LLC9,050$279K0.12%new13F-HRTimeline
Koss-Olinger Consulting, LLC9,017$278K0.02%new13F-HRTimeline
Ceeto Capital Group, LLC9,000$277K0.11%013F-HRTimeline
Atria Investments, Inc8,935$275K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,863$273K0.01%-4,00313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,522$263K<0.01%new13F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC8,521$263K0.14%-85113F-HRTimeline
Legacy Capital Group California, Inc.8,422$260K0.09%-29413F-HRTimeline
&PARTNERS8,320$257K<0.01%-3,84613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,315$256K0.02%013F-HRTimeline
Composition Wealth, LLC8,166$252K0.01%+1013F-HRTimeline
RMR Wealth Builders8,125$250K0.03%-1,53013F-HRTimeline
Grey Ledge Advisors, LLC8,100$250K0.07%-13,38013F-HRTimeline
Hickory Point Bank & Trust7,892$243K0.21%+39213F-HRTimeline
SAX WEALTH ADVISORS, LLC7,579$234K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp7,478$230K0.04%-72513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,430$229K0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC7,243$223K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,172$221K<0.01%+42513F-HRTimelineGroup
Iron Horse Wealth Management, LLC7,148$220K0.07%-70013F-HRTimeline
Sanctuary Advisors, LLC7,081$218K<0.01%-32213F-HRTimeline
Freedom Investment Management, Inc.7,069$218K0.02%new13F-HRTimeline
My Personal CFO, LLC7,000$216K0.11%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,914$213K<0.01%+86013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,877$212K0.01%new13F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC6,861$211K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,798$210K0.01%013F-HRTimeline
GTS SECURITIES LLC6,731$207K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.6,674$206K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,635$204K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,518$201K<0.01%-14,75013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,904$182K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,270$162K0.01%013F-HRTimelineGroup
AE Wealth Management LLC5,232$161K<0.01%+3,76013F-HRTimeline
Caldwell Trust Co4,560$141K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,275$132K<0.01%-67613F-HRTimeline
Addison Advisors LLC3,825$118K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,793$117K0.01%+3013F-HRTimeline
Golden State Wealth Management, LLC3,779$116K0.02%-3,06213F-HR/ATimeline
Jackson Hole Capital Partners, LLC3,258$100K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC3,246$100K0.02%013F-HRTimeline
Rialto Wealth Management, LLC2,955$91.1K0.03%-4,54013F-HRTimeline
Creekmur Asset Management LLC2,558$78.8K0.02%013F-HRTimeline
Coastline Trust Co2,390$73.7K0.01%-5,75013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc2,337$72K<0.01%+2,23813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,210$68.1K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC2,200$67.8K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,189$67.5K<0.01%-20013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/2,147$66.2K0.03%+31513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,821$56.1K<0.01%+713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,625$49.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,600$49.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,504$46.3K<0.01%-33113F-HRTimeline
Global Financial Private Client, LLC1,435$44.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,300$40K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,281$39.5K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,280$39.5K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,277$39.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,135$35K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,010$31.1K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.978$30.1K0.02%new13F-HRTimeline
CoreCap Advisors, LLC890$27.4K<0.01%+4813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.874$26.9K0.02%-9713F-HRTimeline
Clearstead Trust, LLC811$25K0.01%013F-HRTimeline
WASHINGTON TRUST Co810$25K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP805$24.8K<0.01%013F-HRTimeline
MATHER GROUP, LLC.768$23.7K<0.01%013F-HRTimeline
MAI Capital Management768$23.7K<0.01%013F-HRTimeline
High Note Wealth, LLC696$21.5K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT633$19.5K<0.01%013F-HRTimeline
Friedenthal Financial628$19.4K0.01%+3713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …615$19K<0.01%13F-HRTimelineGroup
Bell Investment Advisors, Inc610$18.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.561$17.3K0.01%013F-HRTimeline
First Pacific Financial522$16.1K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.520$16K0.01%-29513F-HRTimeline
Glass Jacobson Investment Advisors llc487$15K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.399$12.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC377$11.6K<0.01%-6213F-HRTimelineGroup
N.E.W. Advisory Services LLC371$11.4K<0.01%new13F-HRTimeline
Bank of New Hampshire350$10.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.342$10.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.316$9.74K<0.01%+6713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management311$9.59K<0.01%+20013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…304$9.37K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.292$9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC275$8.48K<0.01%013F-HRTimelineGroup
Realta Investment Advisors238$7.32K<0.01%-8913F-HRTimeline
AllSquare Wealth Management LLC200$6.16K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC161$4.96K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC130$4.01K<0.01%013F-HR/ATimeline
Roble, Belko & Company, Inc130$4K<0.01%-13013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…102$4K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC87$2.67K<0.01%-713F-HRTimeline
Medallion Wealth Advisors, LLC80$2.47K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…66$2.04K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC64$1.97K<0.01%new13F-HRTimeline
Parallel Advisors, LLC32$986<0.01%-13413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$986<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC30$925<0.01%013F-HRTimeline
New Millennium Group LLC22$671<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$493<0.01%-6913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.12$376<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC7$216<0.01%013F-HRTimeline
Transce3nd, LLC6$185<0.01%-24513F-HRTimeline
Values First Advisors, Inc.6$171<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,04713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.