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Disclosery

FLRN SPDR SERIES TRUST

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SHS (fund)

338 managers (343 13F filers) reported a position in FLRN shares at 2025-06-30, 54,358,661 shares in all. 27 filers opened a position and 19 filers sold out during the quarter.

Managers
338
13F filers
343
New
27
Added
109
Reduced
132
Sold out
19
Shares held by filers
54,358,661

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MCF Advisors LLC11,318$349K0.02%+7513F-HRTimeline
10Elms LLP11,130$343K0.33%-20813F-HRTimeline
Global Retirement Partners, LLC11,029$340K0.01%13F-HRTimeline
Octavia Wealth Advisors, LLC10,997$339K0.04%-97013F-HRTimeline
Atria Investments, Inc10,598$327K<0.01%+1,66313F-HRTimeline
Opulen Financial Group LLC10,588$326K0.27%-91913F-HRTimeline
Meriwether Wealth & Planning, LLC10,400$321K0.2%-21,31913F-HRTimeline
Vantage Investment Partners, LLC10,365$320K0.02%013F-HRTimeline
Bleakley Financial Group, LLC10,252$316K0.01%+5413F-HRTimeline
Integrated Advisors Network LLC10,204$315K0.01%-70513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.10,000$308K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10,000$308K0.04%013F-HRTimelineGroup
FULLCIRCLE WEALTH LLC9,992$307K0.11%013F-HRTimeline
Advisor Resource Council9,772$301K0.15%-206,65713F-HRTimeline
Worth Asset Management, LLC9,765$301K0.15%-2013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,597$296K0.02%-3,67513F-HRTimelineGroup
Valpey Financial Services, LLC9,567$295K0.2%13F-HRTimeline
Janney Montgomery Scott LLC9,370$289K<0.01%-35013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,324$287K0.05%-8,35613F-HRTimeline
EQUITABLE TRUST CO9,021$278K0.01%-9,04313F-HRTimeline
Koss-Olinger Consulting, LLC8,970$277K0.02%-4713F-HRTimeline
Ashton Thomas Private Wealth, LLC8,840$273K0.01%-2313F-HRTimeline
Revisor Wealth Management LLC8,679$267K0.1%-37113F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,608$265K0.03%-1,32013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,587$265K0.01%new13F-HRTimelineGroup
Point Windward Advisors Inc.8,409$259K0.12%-94513F-HRTimeline
Grey Ledge Advisors, LLC8,400$259K0.06%+30013F-HRTimeline
Composition Wealth, LLC8,362$258K<0.01%+19613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,315$256K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.8,143$251K0.02%+1,46913F-HRTimeline
RMR Wealth Builders8,125$250K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC8,055$248K0.08%new13F-HRTimeline
Hickory Point Bank & Trust7,892$243K0.2%013F-HRTimeline
Independent Advisor Alliance7,818$241K0.01%new13F-HRTimeline
Legacy Capital Group California, Inc.7,797$240K0.07%-62513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,796$240K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,579$234K0.01%013F-HRTimeline
Consolidated Portfolio Review Corp7,478$231K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,430$229K0.01%013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC7,392$228K0.11%-1,12913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,372$227K0.1%+5,22513F-HR/ATimelineGroup
Perigon Wealth Management, LLC7,353$227K0.01%-1,88313F-HRTimeline
Strategic Blueprint, LLC7,243$223K0.01%013F-HRTimeline
Sanctuary Advisors, LLC7,085$218K<0.01%+413F-HRTimeline
My Personal CFO, LLC7,000$216K0.1%013F-HRTimeline
Optivise Advisory Services LLC6,960$215K0.11%new13F-HRTimeline
&PARTNERS7,502$213K<0.01%-81813F-HRTimeline
PFG Investments, LLC6,900$213K0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC6,900$213K0.06%-24813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,809$210K<0.01%-10513F-HRTimelineGroup
OneDigital Investment Advisors LLC6,754$208K<0.01%-4,16613F-HRTimeline
Traub Capital Management LLC6,739$208K0.19%13F-HRTimeline
Beacon Pointe Advisors, LLC6,705$207K<0.01%+7013F-HRTimeline
Strategic Financial Concepts, LLC6,687$206K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,508$201K<0.01%-1013F-HRTimelineGroup
Platform Technology Partners6,500$200K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA6,153$190K0.02%-5,12313F-HRTimeline
Capital Investment Advisory Services, L…5,904$182K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,715$176K<0.01%-22,72513F-HRTimeline
GoalVest Advisory LLC5,288$163K0.04%new13F-HRTimeline
IFP Advisors, Inc5,200$160K<0.01%+2,86313F-HRTimeline
AE Wealth Management LLC5,182$160K<0.01%-5013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,190$129K+2,369Timeline
Addison Advisors LLC4,085$126K0.03%+26013F-HRTimeline
BLAIR WILLIAM & CO/IL4,043$125K<0.01%-23213F-HRTimeline
JFS WEALTH ADVISORS, LLC3,838$118K0.01%+4513F-HRTimeline
Golden State Wealth Management, LLC3,346$103K0.01%-43313F-HRTimeline
Jackson Hole Capital Partners, LLC3,258$100K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,120$96.2K0.01%-2,15013F-HRTimelineGroup
Caldwell Trust Co3,060$94.3K0.01%-1,50013F-HRTimeline
Rialto Wealth Management, LLC2,611$80.5K0.02%-34413F-HRTimeline
Creekmur Asset Management LLC2,558$78.9K0.01%013F-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$67.2K<0.01%013F-HR/ATimelineGroup
AFFINITY WEALTH LLC2,029$62.6K0.05%new13F-HRTimeline
Harbor Asset Planning, Inc.2,017$62.2K0.06%13F-HRTimeline
Coastline Trust Co1,990$61.4K0.01%-40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,625$50.1K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,600$49.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,509$46.5K<0.01%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,300$40K<0.01%013F-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
Cornerstone Planning Group LLC1,000$30.7K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.981$30.2K0.01%+313F-HRTimeline
FMR LLCin group FMR LLC860$26.5K<0.01%+48313F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.845$26.1K0.02%-2913F-HRTimeline
MONTAG A & ASSOCIATES INC816$25.2K<0.01%-5,98213F-HRTimeline
Clearstead Trust, LLC811$25K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP805$24.8K<0.01%013F-HRTimeline
Friedenthal Financial726$22.4K0.01%+9813F-HRTimeline
Realta Investment Advisors726$22.4K0.01%+48813F-HRTimeline
MAI Capital Management722$22.3K<0.01%-4613F-HRTimeline
High Note Wealth, LLC696$21.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT633$19.5K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC619$19.1K0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …615$19K<0.01%13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC580$17.9K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.561$17.3K0.01%013F-HRTimeline
Decker Retirement Planning Inc.520$16K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc487$15K0.01%013F-HRTimeline
GAMMA Investing LLC378$11.7K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC371$11.4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.371$11.4K<0.01%+5513F-HRTimeline
Bank of New Hampshire350$10.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.342$10.5K0.01%013F-HRTimeline
Pacifica Partners Inc.317$9.77K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management311$9.59K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.292$9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC285$8.79K<0.01%-60513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC275$8.48K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC216$6.66K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC200$6.17K<0.01%013F-HRTimeline
Arax Advisory Partners177$5.46K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC130$4.01K<0.01%013F-HR/ATimeline
Roble, Belko & Company, Inc130$4K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.93$2.85K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC80$2.47K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…69$2.13K<0.01%-3313F-HRTimelineGroup
Astor Investment Management LLC68$2.1K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC68$2.09K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC66$2.04K<0.01%13F-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%013F-HRTimeline
Parallel Advisors, LLC32$987<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$987<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC30$925<0.01%013F-HRTimeline
Bell Investment Advisors, Inc29$895<0.01%-58113F-HRTimeline
Transce3nd, LLC29$894<0.01%+2313F-HRTimeline
New Millennium Group LLC22$671<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.12$376<0.01%013F-HRTimeline
Values First Advisors, Inc.6$171<0.01%013F-HRTimeline
GeoWealth Management, LLC1$45<0.01%-8613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.