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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
Wealthfront Advisers LLC5,680,720$175M0.47%+650,63413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,002,178$123M0.03%+397,51613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,148,078$66.2M<0.01%+73,72613F-HRTimelineGroup
LPL Financial LLC1,959,244$60.4M0.02%+157,73913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,815,600$56M0.08%+202,50013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,752,922$54M<0.01%+85,96213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,590,085$49M0.5%-21,65013F-HRTimelineGroup
IHT Wealth Management, LLC1,191,409$36.7M1.15%+923,10613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,139,150$35.1M0.11%+278,44713F-HRTimelineGroup
Curbstone Financial Management Corp1,125,116$34.7M7.31%+57,80013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,098,880$33.9M0.01%-34,80613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,079,032$33.3M0.13%-35,35713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding997,973$30.8M+59,422Timeline
Facet Wealth, Inc.978,998$30M0.78%-14,46613F-HRTimeline
Valmark Advisers, Inc.882,501$27.2M0.41%+27,00013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP878,713$27.1M<0.01%-136,25913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding872,451$26.9M+19,912Timeline
MILESTONE ASSET MANAGEMENT, LLC839,993$25.9M5.52%+760,33813F-HRTimeline
Cornerstone Management, Inc.771,307$23.8M4.45%+16,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.745,450$23M0.05%+375,37313F-HRTimelineGroup
Advisory Alpha, LLC732,830$22.6M0.77%+43,73913F-HR/ATimeline
Towercrest Capital Management695,838$21.4M4.07%-52,26213F-HRTimeline
MFA WEALTH ADVISORS, LLC692,736$21.4M5.28%+8,81513F-HRTimeline
Alliance Wealth Management Group668,984$20.6M5.55%-49,85513F-HRTimeline
UBS Group AGin group UBS Group AG616,830$19M<0.01%-18,30213F-HRTimelineGroup
Ameliora Wealth Management Ltd.613,445$18.9M7.11%+243,99213F-HRTimeline
WESCAP Management Group, Inc.585,883$18.1M4.41%+4,49713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC568,405$17.5M0.01%+60,24413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC504,628$15.6M0.02%+62,91413F-HRTimeline
Providence First Trust Co502,747$15.5M6.28%-12,57113F-HRTimeline
APPLETON PARTNERS INC/MA469,599$14.5M1.12%+34,04113F-HRTimeline
Prime Capital Investment Advisors, LLC411,143$12.7M0.15%+105,92113F-HRTimeline
INTEGRITY ALLIANCE, LLC.408,617$12.6M0.5%+118,34813F-HRTimeline
Whitcomb & Hess, Inc.402,255$12.4M3.75%+2,74513F-HRTimeline
Cherry Tree Wealth Management, LLC400,151$12.3M2.97%+42,19413F-HRTimeline
Penobscot Investment Management Company…380,190$11.7M1.1%+89,61413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC376,720$11.6M0.03%-20,51113F-HRTimelineGroup
Cambridge Investment Research Advisors,…347,066$10.7M0.04%+40,63813F-HRTimeline
Aspetuck Financial Management LLC325,382$10M8.63%+25,72113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI321,475$9.91M0.54%+70,44113F-HRTimeline
Allworth Financial LP320,045$9.83M0.06%-56,85113F-HRTimeline
RFG Advisory, LLC313,857$9.67M0.26%+89,99313F-HRTimeline
SYKON CAPITAL LLC308,965$9.52M3.62%+126,15113F-HRTimeline
NorthCoast Asset Management LLC307,607$9.48M0.05%+34213F-HR/ATimeline
Buska Wealth Management, LLC296,776$9.15M2.87%+32,91813F-HRTimeline
Private Advisor Group, LLC293,274$9.04M0.05%+59313F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…283,013$8.72M1.29%+10,16513F-HRTimelineGroup
Outlook Wealth Advisors, LLC265,102$8.17M2.27%+18,66313F-HRTimeline
Cedar Mountain Advisors, LLC255,198$7.87M1.76%+6,07713F-HRTimeline
Cannon Advisors, Inc.253,904$7.83M7.21%+60,62513F-HRTimeline
Cetera Investment Advisers253,840$7.82M0.02%+8,14713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC254,367$7.74M1.68%+23,23513F-HRTimeline
Legacy Edge Advisors, LLC250,588$7.72M1.2%-523,59013F-HRTimeline
HARBOR ADVISORY CORP /MA/246,860$7.61M2.55%-9,30013F-HRTimeline
Alesco Advisors, LLC, An ESL Co246,694$7.6M0.24%+14,82913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…242,592$7.48M2.85%+27,10513F-HRTimeline
CWM, LLCin group CWM, LLC239,437$7.38M0.03%-15,76613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.224,880$6.93M1.58%+3,80613F-HR/ATimeline
Steward Partners Investment Advisory, L…223,971$6.9M0.06%-5,68913F-HRTimeline
COURIER CAPITAL LLC223,803$6.9M0.45%-6,05613F-HRTimeline
Coppell Advisory Solutions LLC221,078$6.8M0.95%new13F-HRTimeline
MML INVESTORS SERVICES, LLC219,302$6.76M0.02%+74,40113F-HRTimeline
HighTower Advisors, LLC210,076$6.47M0.01%-3,75213F-HRTimeline
Advisor Resource Council216,429$6.37M0.52%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.194,619$6M0.01%-2,38513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,807$5.91M0.01%+73,08013F-HRTimeline
Better Money Decisions, LLC191,311$5.9M3.94%+19,80813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA190,562$5.87M<0.01%-1,55113F-HR/ATimelineGroup
RiverGlades Family Offices LLC181,185$5.58M4.02%+15,35413F-HRTimeline
Capital Investment Advisors, LLC174,471$5.38M0.11%-65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173,162$5.34M<0.01%+77,89413F-HRTimelineGroup
AlphaCore Capital LLC157,958$4.87M0.41%-17,25213F-HRTimeline
Hobart Private Capital, LLC153,451$4.73M1.18%+73,74713F-HRTimeline
Merit Financial Group, LLC150,827$4.65M0.07%+139,26313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…142,239$4.38M0.01%013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC135,541$4.18M0.01%+21,37013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC134,060$4.13M0.22%+96,44713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding131,531$4.05M+24,006Timeline
EAGLE GLOBAL ADVISORS LLC130,867$4.03M0.17%-11,76013F-HRTimeline
Sowell Financial Services LLC127,662$3.93M0.18%+10,08113F-HRTimeline
Terril Brothers, Inc.126,640$3.9M1.45%-17,32013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP121,494$3.75M<0.01%+9,32513F-HR/ATimelineGroup
AVITY INVESTMENT MANAGEMENT INC.121,005$3.73M0.3%+29,30013F-HRTimeline
Generation Capital Management LLC120,275$3.71M3.34%+4,17513F-HRTimeline
MONECO ADVISORS, LLC120,206$3.7M0.38%+4,07413F-HR/ATimeline
Creative Planningin group Creative Planning118,715$3.66M<0.01%-4,02913F-HRTimelineGroup
Farther Finance Advisors, LLC116,187$3.57M0.09%+39,23813F-HRTimeline
BCS Wealth Management115,256$3.55M0.91%-22,84613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…110,690$3.41M<0.01%+84,78213F-HRTimelineGroup
Atria Wealth Solutions, Inc.107,835$3.32M0.04%+34,00013F-HRTimeline
Aries Wealth Management107,563$3.32M0.9%+3,40513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,369$3.25M0.01%+8,13613F-HRTimelineGroup
CENTRAL TRUST Co104,903$3.23M0.08%-3,32713F-HRTimeline
New England Capital Financial Advisors …102,687$3.16M1.61%-1,05913F-HRTimeline
United Community Bankin group United Community Bank101,233$3.12M1.16%-12,63613F-HRTimelineGroup
Gould Capital, LLC98,902$3.05M2.13%+3,55413F-HRTimeline
Tandem Investment Partners LLC96,250$2.97M2.93%-1,97513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS93,638$2.89M<0.01%+13,50013F-HRTimelineGroup
Sovran Advisors, LLC92,307$2.83M0.37%+79,33513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.86,581$2.67M0.17%+25,90413F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC85,874$2.65M0.9%+78613F-HRTimeline
PFG Advisors81,453$2.51M0.14%+30,26113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC76,298$2.35M1.31%-1,04513F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC73,100$2.25M0.01%013F-HRTimeline
Wela Strategies, Inc.72,982$2.25M0.95%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV72,529$2.24M0.49%+94913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC67,479$2.08M0.02%+3,74913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…67,248$2.07M0.18%+6,04313F-HRTimeline
Hudson Portfolio Management LLC64,585$1.99M1.91%-65013F-HRTimeline
Aletheian Wealth Advisors LLC58,161$1.79M1.01%+3,29913F-HRTimeline
Geneos Wealth Management Inc.57,852$1.78M0.03%+39,22413F-HRTimeline
Ridgewood Investments LLC55,528$1.71M0.8%+15,38413F-HRTimeline
Tradewinds Capital Management, LLC54,208$1.67M0.45%-7,09213F-HRTimeline
WEBSTER BANK, N. A.53,799$1.66M0.18%013F-HRTimeline
Old Port Advisors48,152$1.48M0.44%-8,86013F-HRTimeline
Crews Bank & Trust48,015$1.48M0.25%-1,72513F-HRTimeline
Sigma Planning Corp46,672$1.44M0.05%+32513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,370$1.43M-201Timeline
AVANTAX ADVISORY SERVICES, INC.46,050$1.42M0.01%+27313F-HRTimeline
Ethos Financial Group, LLC44,592$1.37M0.13%013F-HRTimeline
WJ Wealth Management, LLC43,979$1.36M0.48%+3,40013F-HRTimeline
Glen Eagle Advisors, LLC41,647$1.28M0.21%+10313F-HRTimeline
CVA Family Office, LLC41,535$1.28M0.2%-19913F-HRTimeline
SCOTIA CAPITAL INC.40,752$1.26M0.01%-9,61813F-HRTimeline
Chesley Taft & Associates LLC39,700$1.22M0.06%+1,60013F-HRTimeline
Portland Financial Advisors Inc39,206$1.21M3.09%+3,60013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,005$1.2M0.03%013F-HRTimelineGroup
YHB Investment Advisors, Inc.38,435$1.18M0.1%-92013F-HRTimeline
Range Financial Group LLC37,801$1.17M0.52%-4,04013F-HRTimeline
McBroom & Associates, LLC36,218$1.12M0.64%+1,60013F-HRTimeline
Carr Financial Group Corp34,487$1.06M0.35%+1,51613F-HRTimeline
Keel Point, LLC33,000$1.02M0.08%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,898$1.01M<0.01%-3,00713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,782$1.01M<0.01%-3,59613F-HRTimelineGroup
Meriwether Wealth & Planning, LLC31,719$978K0.64%-4,30113F-HRTimeline
Brady Martz Wealth Solutions, LLC31,095$958K0.22%013F-HRTimeline
SageView Advisory Group, LLC30,546$941K0.04%+6,78113F-HRTimeline
Western Wealth Management, LLC30,099$928K0.06%+3,06513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC29,109$897K0.24%+5,14713F-HRTimeline
Meridian Wealth Management, LLC29,008$894K0.04%+1213F-HRTimeline
Cordgrass Capital Advisors, LLC28,949$892K0.26%+26713F-HRTimeline
LANARK FINANCIAL, INC.28,930$891K0.08%+28,90113F-HRTimeline
Foundations Investment Advisors, LLC28,882$890K0.02%+8,36813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,762$887K0.14%-86613F-HRTimeline
HARBOUR INVESTMENTS, INC.28,440$877K0.03%+3,72413F-HRTimeline
Uncommon Cents Investing LLC28,255$871K0.26%+10013F-HRTimeline
Financial Advocates Investment Manageme…27,370$844K0.06%+16,50613F-HRTimeline
Mount Lucas Management LP24,647$760K0.36%-42613F-HRTimeline
Eagle Capital Management, LLC24,278$748K0.33%+16813F-HRTimeline
BEACON FINANCIAL GROUP24,148$744K0.08%-149,92613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,068$742K<0.01%-2,38113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC23,183$715K0.01%-45413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…22,685$699K0.79%013F-HRTimeline
Modera Wealth Management, LLC21,456$661K0.01%+3313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,700$638K0.06%013F-HRTimelineGroup
Crabel Capital Management, LLC20,580$634K0.68%+13,15413F-HRTimeline
Q3 Asset Management20,600$634K0.43%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,530$633K0.01%013F-HRTimelineGroup
Auour Investments LLC20,478$630K0.23%+11,29813F-HRTimeline
CW Advisors, LLC20,000$616K0.01%new13F-HRTimeline
W1M Asset Management Ltd19,859$612K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.19,076$588K0.02%-1313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,827$580K<0.01%+43013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC18,563$572K<0.01%+83413F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC18,489$570K0.15%new13F-HRTimelineGroup
Roger Wittlin Investment Advisory, LLC18,320$565K0.33%-3,09413F-HRTimeline
EQUITABLE TRUST CO18,064$557K0.03%-37513F-HRTimeline
Avior Wealth Management, LLC17,945$553K0.02%-34913F-HRTimeline
Rock Point Advisors, LLC17,745$547K0.17%+6013F-HRTimeline
Waverly Advisors, LLC17,723$546K0.01%+1,95113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC17,680$545K0.1%+4,09113F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC16,986$524K0.02%-66,71013F-HRTimelineGroup
Laraway Financial Advisors Inc16,685$514K0.41%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,614$512K0.02%+2,57313F-HRTimeline
Comprehensive Money Management Services…16,450$507K0.41%+1,10013F-HRTimeline
Root Financial Partners, LLC16,268$501K0.05%013F-HRTimeline
GUIDANCE CAPITAL, INC15,468$474K0.14%013F-HRTimeline
Belpointe Asset Management LLC14,639$451K0.02%+68513F-HRTimeline
Vermillion Wealth Management, Inc.14,497$447K0.13%+9,64113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,305$441K0.09%+6,98813F-HRTimelineGroup
NTV Asset Management LLC14,075$434K0.06%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …13,272$409K0.02%-23013F-HRTimelineGroup
IFG Advisory, LLC13,236$408K0.02%+1,56813F-HRTimeline
MTM Investment Management, LLC13,140$404K0.16%+5113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,893$397K0.03%-3,22313F-HRTimeline
VISTA INVESTMENT MANAGEMENT12,576$388K0.15%-6,11013F-HRTimeline
Octavia Wealth Advisors, LLC11,967$369K0.04%013F-HRTimeline
COMERICA BANK11,783$363K<0.01%-5,83713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,712$361K0.14%+1013F-HRTimeline
L.M. KOHN & COMPANY11,657$359K0.09%-2813F-HRTimeline
CAP Partners, LLC11,609$358K0.26%+3,37513F-HRTimeline
Opulen Financial Group LLC11,507$355K0.32%+20013F-HRTimeline
10Elms LLP11,338$349K0.35%-10213F-HRTimeline
PRIVATE TRUST CO NA11,276$348K0.04%-37513F-HRTimeline
MCF Advisors LLC11,243$346K0.02%+5313F-HRTimeline
Lunt Capital Management, Inc.11,224$346K0.13%+12913F-HRTimeline
Trilogy Capital Inc.10,946$337K0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC10,920$337K<0.01%-6,22213F-HRTimeline
Integrated Advisors Network LLC10,909$336K0.02%new13F-HRTimeline
Summit Place Financial Advisors, LLC10,600$327K0.18%013F-HRTimeline