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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
Wealthfront Advisers LLC5,030,086$155M0.45%+1,636,03813F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,604,662$111M0.03%+112,69613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,074,352$63.7M<0.01%+129,12813F-HR/ATimelineGroup
LPL Financial LLC1,801,505$55.4M0.02%-488,07013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,666,960$51.2M<0.01%+55,91913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,613,100$49.6M0.07%-28,10013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,611,735$49.5M0.48%+111,74713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,133,686$34.8M0.01%-1,387,13213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,114,389$34.2M0.13%-163,90513F-HRTimelineGroup
Curbstone Financial Management Corp1,067,316$32.8M6.95%+420,69013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,014,972$31.2M<0.01%-132,73113F-HRTimelineGroup
Facet Wealth, Inc.993,464$30.6M0.81%+50,76513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding938,551$28.8M-597,813Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA860,703$26.4M0.08%-987,02413F-HRTimelineGroup
Valmark Advisers, Inc.855,501$26.3M0.41%+24,86313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding852,539$26.2M+224,527Timeline
Legacy Edge Advisors, LLC774,178$23.8M3.78%+111,16613F-HRTimeline
Cornerstone Management, Inc.754,541$23.2M4.49%+87,23113F-HRTimeline
Towercrest Capital Management748,100$23M3.72%+5,75513F-HRTimeline
Alliance Wealth Management Group718,839$22.1M5.91%+8,58413F-HRTimeline
Advisory Alpha, LLC689,091$21.2M0.75%+228,06113F-HRTimeline
MFA WEALTH ADVISORS, LLC683,921$21M5.38%+58,81513F-HRTimeline
UBS Group AGin group UBS Group AG635,132$19.5M<0.01%-8,74913F-HRTimelineGroup
WESCAP Management Group, Inc.581,386$17.9M4.34%-5,22013F-HRTimeline
Providence First Trust Co515,318$15.8M5.96%+117,03013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC508,161$15.6M0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC441,714$13.6M0.02%+182,71913F-HRTimeline
APPLETON PARTNERS INC/MA435,558$13.4M0.99%+227,70413F-HRTimeline
Whitcomb & Hess, Inc.399,510$12.3M3.79%+6,89713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC397,231$12.2M0.03%-222,34813F-HRTimelineGroup
Allworth Financial LP376,896$11.6M0.06%+376,59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.370,077$11.4M0.03%-420,97113F-HR/ATimelineGroup
Ameliora Wealth Management Ltd.369,453$11.4M4.26%+20,72913F-HRTimeline
Cherry Tree Wealth Management, LLC357,957$11M2.72%-4,92013F-HRTimeline
NorthCoast Asset Management LLC307,265$9.44M0.05%+2,66413F-HR/ATimeline
Cambridge Investment Research Advisors,…306,428$9.42M0.03%+54513F-HRTimeline
Prime Capital Investment Advisors, LLC305,222$9.38M0.14%+24,04413F-HRTimeline
Aspetuck Financial Management LLC299,661$9.21M7.18%13F-HRTimeline
Private Advisor Group, LLC292,681$8.99M0.05%-1,21513F-HRTimeline
Treynor Bancshares, Inc.291,113$8.95M9.44%-9,60413F-HRTimeline
Penobscot Investment Management Company…290,576$8.93M0.81%+9,19013F-HRTimeline
INTEGRITY ALLIANCE, LLC.290,269$8.92M0.97%13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…272,848$8.38M1.19%+2,15513F-HRTimelineGroup
IHT Wealth Management, LLC268,303$8.24M0.27%+92,95213F-HRTimeline
Buska Wealth Management, LLC263,858$8.11M2.6%+57,81913F-HRTimeline
HARBOR ADVISORY CORP /MA/256,160$7.87M2.59%-4,99013F-HRTimeline
CWM, LLCin group CWM, LLC255,203$7.84M0.03%-16,29413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI251,034$7.71M0.42%+125,67013F-HRTimeline
Cedar Mountain Advisors, LLC249,121$7.66M1.68%-5113F-HRTimeline
Outlook Wealth Advisors, LLC246,439$7.57M2.17%-12,92113F-HRTimeline
Cetera Investment Advisers245,693$7.55M0.02%-113,34313F-HRTimeline
Alesco Advisors, LLC, An ESL Co231,865$7.13M0.22%-3,03913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC231,132$7.12M1.56%+5,49913F-HRTimeline
COURIER CAPITAL LLC229,859$7.06M0.49%+2,79713F-HRTimeline
Steward Partners Investment Advisory, L…229,660$7.06M0.06%-5213F-HRTimeline
RFG Advisory, LLC223,864$6.88M0.19%+95313F-HRTimeline
CALTON & ASSOCIATES, INC.221,074$6.79M3%+42,90213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…215,487$6.62M2.38%+28,60013F-HRTimeline
HighTower Advisors, LLC213,828$6.57M0.01%-548,34313F-HRTimeline
Fortitude Advisory Group L.L.C.206,571$6.35M3.83%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.197,004$6.05M0.01%-16,67613F-HRTimelineGroup
Cannon Advisors, Inc.193,279$5.94M5.05%-4,36513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA192,113$5.9M<0.01%-44,62813F-HRTimelineGroup
SYKON CAPITAL LLC182,814$5.62M1.94%-86,52813F-HRTimeline
AlphaCore Capital LLC175,210$5.38M1.16%new13F-HRTimeline
Capital Investment Advisors, LLC175,123$5.38M0.11%-3,83413F-HRTimeline
BEACON FINANCIAL GROUP174,074$5.35M0.58%-27,57913F-HRTimeline
Better Money Decisions, LLC171,503$5.27M3.65%+5,79913F-HRTimeline
RiverGlades Family Offices LLC165,831$5.1M3.64%+14,47813F-HRTimeline
Forefront Analytics, LLC160,008$4.92M2.29%+95,17113F-HRTimeline
MML INVESTORS SERVICES, LLC144,901$4.45M0.02%+43,24713F-HRTimeline
Terril Brothers, Inc.143,960$4.42M1.26%-4,55013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC142,627$4.38M0.18%+95013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…142,239$4.38M0.01%new13F-HRTimelineGroup
BCS Wealth Management138,102$4.24M1.06%+14,26713F-HRTimeline
Creative Planningin group Creative Planning122,744$3.77M<0.01%-4,23013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,727$3.65M0.01%new13F-HR/ATimeline
Sowell Financial Services LLC117,581$3.61M0.19%+24,36313F-HRTimeline
MONECO ADVISORS, LLC116,132$3.57M0.38%+88713F-HR/ATimeline
Generation Capital Management LLC116,100$3.57M3.06%13F-HRTimeline
Mariner, LLCin group Mariner, LLC114,171$3.51M0.01%-6,04713F-HRTimelineGroup
United Community Bankin group United Community Bank113,869$3.5M1.36%-16013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112,169$3.45M<0.01%+109,09613F-HRTimelineGroup
Bison Wealth, LLC109,041$3.35M0.41%13F-HRTimeline
CENTRAL TRUST Co108,230$3.33M0.08%-4,61013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,525$3.3M-1,595Timeline
Aries Wealth Management104,158$3.2M0.88%+13,04513F-HRTimeline
New England Capital Financial Advisors …103,746$3.19M1.56%+4,17113F-HRTimeline
Tandem Investment Partners LLC98,225$3.02M2.89%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,233$2.99M<0.01%-1,26213F-HRTimelineGroup
Gould Capital, LLC95,348$2.93M2.04%+4,43013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO95,268$2.93M<0.01%+12,96313F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.91,705$2.82M0.22%+68,55813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC85,088$2.61M0.91%+1,06313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC83,696$2.57M0.12%-13,11513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80,138$2.46M<0.01%+78,97913F-HRTimelineGroup
Hobart Private Capital, LLC79,704$2.45M0.61%+11,78213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC79,655$2.45M0.54%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC77,343$2.38M1.34%+44,86213F-HRTimeline
Farther Finance Advisors, LLC76,949$2.36M0.09%+16,04913F-HRTimeline
Atria Wealth Solutions, Inc.73,835$2.27M0.02%+12,18913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC73,100$2.25M0.01%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV71,580$2.2M0.5%+9613F-HRTimeline
Hudson Portfolio Management LLC65,235$2M1.97%+6,03513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,924$2M<0.01%+23,60913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC63,730$1.96M0.02%+4,31313F-HRTimelineGroup
Tradewinds Capital Management, LLC61,300$1.88M0.5%-23213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…61,205$1.88M0.16%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.60,677$1.86M0.12%-1,49313F-HRTimelineGroup
Old Port Advisors57,012$1.75M0.5%-8,87813F-HRTimeline
Aletheian Wealth Advisors LLC54,862$1.69M1%+82613F-HRTimeline
WEBSTER BANK, N. A.53,799$1.65M0.18%013F-HRTimeline
PFG Advisors51,192$1.57M0.1%+7,53713F-HRTimeline
SCOTIA CAPITAL INC.50,370$1.55M0.01%-4,03613F-HRTimeline
Crews Bank & Trust49,740$1.53M0.26%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,571$1.43M+35,498Timeline
Sigma Planning Corp46,347$1.42M0.04%+3,74413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.45,777$1.41M0.01%+2,79813F-HRTimeline
Ethos Financial Group, LLC44,592$1.37M0.18%+30,99513F-HRTimeline
Range Financial Group LLC41,841$1.29M0.59%-5,36613F-HRTimeline
CVA Family Office, LLC41,734$1.28M0.2%-12,26013F-HRTimeline
Glen Eagle Advisors, LLC41,544$1.28M0.21%+2,16513F-HRTimeline
WJ Wealth Management, LLC40,579$1.25M0.43%+4,32013F-HRTimeline
Ridgewood Investments LLC40,144$1.23M0.6%+12,20013F-HRTimeline
YHB Investment Advisors, Inc.39,355$1.21M0.1%+4913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,005$1.2M0.03%+5,60013F-HRTimelineGroup
Chesley Taft & Associates LLC38,100$1.17M0.05%+50013F-HRTimeline
Caitlin John, LLC38,015$1.17M0.79%-1,54113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,613$1.16M0.06%+6,37413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,378$1.12M<0.01%-88113F-HRTimelineGroup
Meriwether Wealth & Planning, LLC36,020$1.11M0.79%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,905$1.1M<0.01%-3,87513F-HRTimelineGroup
Portland Financial Advisors Inc35,606$1.09M2.94%13F-HRTimeline
McBroom & Associates, LLC34,618$1.06M0.6%+1,24713F-HRTimeline
Keel Point, LLC33,000$1.01M0.08%013F-HRTimeline
Carr Financial Group Corp32,971$1.01M0.32%-23713F-HRTimeline
Fernwood Investment Management, LLC32,000$983K0.34%013F-HRTimeline
Brady Martz Wealth Solutions, LLC31,095$958K0.23%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,628$910K0.13%-3,46413F-HRTimeline
Meridian Wealth Management, LLC28,996$891K0.04%-26113F-HRTimeline
Cordgrass Capital Advisors, LLC28,682$881K0.26%-41213F-HRTimeline
Uncommon Cents Investing LLC28,155$865K0.26%013F-HRTimeline
Western Wealth Management, LLC27,034$831K0.05%+11,38413F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,449$813K<0.01%+14,03013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,908$796K<0.01%+1,22013F-HRTimelineGroup
OLD MISSION CAPITAL LLC25,378$780K0.02%-5,86513F-HRTimeline
Mount Lucas Management LP25,073$770K0.27%+94413F-HRTimeline
HARBOUR INVESTMENTS, INC.24,716$760K0.02%-29613F-HRTimeline
Eagle Capital Management, LLC24,110$741K0.3%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC23,962$736K0.21%-62,05213F-HRTimeline
SageView Advisory Group, LLC23,765$730K0.03%-5,02113F-HRTimeline
TOWNSQUARE CAPITAL LLC23,637$726K0.01%+51213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…22,685$697K0.74%-2013F-HRTimeline
Grey Ledge Advisors, LLC21,480$660K0.17%+9,76513F-HRTimeline
Modera Wealth Management, LLC21,423$658K0.01%+6513F-HRTimeline
Roger Wittlin Investment Advisory, LLC21,414$658K0.37%-6,11413F-HRTimeline
J.W. COLE ADVISORS, INC.21,401$658K0.03%+6,43713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,268$654K0.01%+1,70613F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,700$636K0.06%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding20,625$634K+11,392Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,530$631K0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC20,514$630K0.01%+1,05313F-HRTimeline
W1M Asset Management Ltd19,859$610K0.05%new13F-HRTimeline
Avantax Planning Partners, Inc.19,089$587K0.02%-49513F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,686$574K0.22%-3,62913F-HRTimeline
Geneos Wealth Management Inc.18,628$572K0.02%+2,30613F-HRTimeline
EQUITABLE TRUST CO18,439$567K0.03%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,397$565K<0.01%-19,89113F-HRTimelineGroup
Avior Wealth Management, LLC18,294$562K0.02%-97513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,729$545K<0.01%+6713F-HRTimelineGroup
Rock Point Advisors, LLC17,685$543K0.16%+21013F-HRTimeline
COMERICA BANK17,620$541K<0.01%+6,12013F-HR/ATimeline
OneDigital Investment Advisors LLC17,142$527K0.01%-8,92413F-HRTimeline
Laraway Financial Advisors Inc16,685$513K0.4%013F-HRTimeline
Root Financial Partners, LLC16,268$500K0.06%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,116$495K0.04%-1,36413F-HRTimeline
Waverly Advisors, LLC15,772$485K0.01%+58713F-HRTimeline
GUIDANCE CAPITAL, INC15,468$477K0.15%013F-HRTimeline
Strategic Wealth Partners, Ltd.15,397$474K0.04%-14413F-HRTimeline
Comprehensive Money Management Services…15,350$472K0.39%13F-HRTimeline
B. Riley Wealth Advisors, Inc.15,039$462K0.02%-31213F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,829$456K0.05%-13,04513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,519$446K0.03%new13F-HRTimelineGroup
NTV Asset Management LLC14,075$433K0.06%-32513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,041$431K0.01%-8,64313F-HRTimeline
Belpointe Asset Management LLC13,954$430K0.03%+2,52813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,589$418K0.07%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …13,502$415K0.02%013F-HRTimelineGroup
MTM Investment Management, LLC13,089$402K0.15%-88113F-HRTimeline
Sovran Advisors, LLC12,972$400K0.06%13F-HRTimeline
Ashton Thomas Private Wealth, LLC12,866$395K0.02%-5,22713F-HRTimeline
Janney Montgomery Scott LLC12,734$391K<0.01%-66,91613F-HRTimeline
&PARTNERS12,166$374K<0.01%+1,61713F-HRTimeline
Independent Advisor Alliance12,103$372K<0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC11,967$368K0.04%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,702$360K0.14%-67913F-HRTimeline
L.M. KOHN & COMPANY11,685$359K0.09%+2,39513F-HRTimeline
IFG Advisory, LLC11,668$359K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA11,651$358K0.04%-1,96613F-HRTimeline
Merit Financial Group, LLC11,564$355K0.01%-69713F-HRTimeline