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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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,938,481$121M0.03%-63,69713F-HRTimelineGroup
Wealthfront Advisers LLC3,355,648$103M0.27%-2,325,07213F-HRTimeline
LPL Financial LLC2,184,358$67.3M0.02%+225,11413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,935,009$59.7M<0.01%+182,08713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,920,617$59.2M<0.01%-227,46113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,646,900$50.8M0.07%-168,70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,508,779$46.5M0.01%+1,318,21713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,292,271$39.8M0.01%+193,39113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,286,378$39.7M0.37%-303,70713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,123,736$34.6M+125,763Timeline
Curbstone Financial Management Corp1,118,146$34.5M7.07%-6,97013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,083,549$33.4M<0.01%+204,83613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC1,057,565$32.6M6.89%+217,57213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,047,458$32.3M0.12%-31,57413F-HRTimelineGroup
Facet Wealth, Inc.1,025,445$31.6M0.72%+46,44713F-HRTimeline
Valmark Advisers, Inc.906,757$28M0.39%+24,25613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding899,099$27.7M+26,648Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA718,081$22.1M0.06%-421,06913F-HRTimelineGroup
Advisory Alpha, LLC712,649$22M0.68%-20,18113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.709,593$21.9M0.04%-35,85713F-HR/ATimelineGroup
Cornerstone Management, Inc.685,827$21.1M3.68%-85,48013F-HRTimeline
MFA WEALTH ADVISORS, LLC664,241$20.5M4.8%-28,49513F-HRTimeline
IHT Wealth Management, LLC656,186$20.2M0.56%-535,22313F-HRTimeline
Ameliora Wealth Management Ltd.650,546$20.1M7.17%+37,10113F-HRTimeline
Towercrest Capital Management641,244$19.8M3.53%-54,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC633,387$19.5M0.01%+64,98213F-HRTimelineGroup
Alliance Wealth Management Group614,618$18.9M4.83%-54,36613F-HRTimeline
WESCAP Management Group, Inc.613,235$18.9M4.3%+27,35213F-HRTimeline
UBS Group AGin group UBS Group AG555,169$17.1M<0.01%-61,66113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC513,271$15.8M0.02%+8,64313F-HRTimeline
Providence First Trust Co496,907$15.3M5.41%-5,84013F-HRTimeline
Farther Finance Advisors, LLC473,705$14.6M0.29%+357,51813F-HRTimeline
Penobscot Investment Management Company…472,670$14.6M1.25%+92,48013F-HRTimeline
APPLETON PARTNERS INC/MA441,986$13.6M0.96%-27,61313F-HRTimeline
Whitcomb & Hess, Inc.410,546$12.7M3.57%+8,29113F-HRTimeline
Prime Capital Investment Advisors, LLC409,743$12.6M0.17%-1,40013F-HRTimeline
Cherry Tree Wealth Management, LLC402,054$12.4M2.88%+1,90313F-HRTimeline
RFG Advisory, LLC389,065$12M0.28%+75,20813F-HRTimeline
Cambridge Investment Research Advisors,…372,140$11.5M0.03%+25,07413F-HRTimeline
Buska Wealth Management, LLC361,085$11.1M3.04%+64,30913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC346,368$10.7M0.02%new13F-HRTimelineGroup
NorthCoast Asset Management LLC343,419$10.6M0.05%+35,81213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI329,491$10.2M0.62%+8,01613F-HRTimeline
Aspetuck Financial Management LLC324,617$10M7.54%-76513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…288,670$8.9M1.31%+5,65713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC270,370$8.3M1.5%+16,00313F-HRTimeline
Outlook Wealth Advisors, LLC269,248$8.3M2.13%+4,14613F-HRTimeline
Cetera Investment Advisers262,312$8.09M0.01%+8,47213F-HRTimeline
Coppell Advisory Solutions LLC262,012$8.07M0.96%+40,93413F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.258,774$7.98M0.44%-149,84313F-HRTimeline
Cannon Advisors, Inc.258,548$7.97M6.42%+4,64413F-HRTimeline
Private Advisor Group, LLC258,219$7.96M0.04%-35,05513F-HRTimeline
Cedar Mountain Advisors, LLC255,241$7.87M1.64%+4313F-HRTimeline
CWM, LLCin group CWM, LLC248,860$7.67M0.03%+9,42313F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…246,292$7.59M2.73%+3,70013F-HRTimeline
CALTON & ASSOCIATES, INC.246,091$7.59M1.31%+21,21113F-HRTimeline
Allworth Financial LP244,560$7.54M0.04%-75,48513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC240,924$7.43M0.02%-135,79613F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/239,360$7.38M2.35%-7,50013F-HRTimeline
Alesco Advisors, LLC, An ESL Co233,130$7.19M0.21%-13,56413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…230,572$7.11M0.01%+119,88213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO227,384$7.01M<0.01%+54,22213F-HRTimelineGroup
Steward Partners Investment Advisory, L…225,635$6.96M0.05%+1,66413F-HRTimeline
COURIER CAPITAL LLC222,101$6.85M0.42%-1,70213F-HRTimeline
Legacy Edge Advisors, LLC220,717$6.8M0.91%-29,87113F-HRTimeline
HighTower Advisors, LLC214,895$6.63M0.01%+4,81913F-HRTimeline
Better Money Decisions, LLC207,496$6.4M3.89%+16,18513F-HRTimeline
RiverGlades Family Offices LLC196,102$6.05M3.97%+14,91713F-HRTimeline
Merit Financial Group, LLC188,078$5.8M0.06%+37,25113F-HRTimeline
MML INVESTORS SERVICES, LLC186,404$5.75M0.02%-32,89813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.183,552$5.66M0.01%-11,06713F-HRTimelineGroup
Capital Investment Advisors, LLC159,604$4.92M0.09%-14,86713F-HR/ATimeline
AVITY INVESTMENT MANAGEMENT INC.142,363$4.39M0.33%+21,35813F-HRTimeline
Hobart Private Capital, LLC140,156$4.32M0.98%-13,29513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,890$4.24M0.01%-53,91713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding128,152$3.95M-3,379Timeline
EAGLE GLOBAL ADVISORS LLC127,647$3.94M0.16%-3,22013F-HRTimeline
Terril Brothers, Inc.126,145$3.89M1.46%-49513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP125,926$3.88M<0.01%+4,43213F-HRTimelineGroup
Sowell Financial Services LLC125,309$3.86M0.16%-2,35313F-HRTimeline
MONECO ADVISORS, LLC117,754$3.63M0.34%-2,45213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP115,734$3.57M0.01%+10,36513F-HRTimelineGroup
Generation Capital Management LLC111,790$3.45M2.73%-8,48513F-HRTimeline
Aries Wealth Management110,993$3.42M0.89%+3,43013F-HRTimeline
Creative Planningin group Creative Planning110,786$3.42M<0.01%-7,92913F-HRTimelineGroup
New England Capital Financial Advisors …110,589$3.41M1.56%+7,90213F-HRTimeline
Atria Wealth Solutions, Inc.110,567$3.41M0.08%+2,73213F-HRTimeline
Mariner, LLCin group Mariner, LLC108,316$3.34M<0.01%-27,22513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…104,721$3.23M0.09%+104,70513F-HRTimelineGroup
CENTRAL TRUST Co100,914$3.11M0.07%-3,98913F-HRTimeline
Tandem Investment Partners LLC99,220$3.06M2.67%+2,97013F-HRTimeline
BCS Wealth Management98,683$3.04M0.65%-16,57313F-HRTimeline
Sovran Advisors, LLC94,908$2.92M0.31%+2,60113F-HRTimeline
Gould Capital, LLC93,976$2.9M1.94%-4,92613F-HRTimeline
United Community Bankin group United Community Bank89,678$2.76M0.95%-11,55513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC85,797$2.65M0.84%-7713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75,452$2.33M1.23%-84613F-HRTimeline
PFG Advisors74,876$2.31M0.11%-6,57713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV73,122$2.25M0.45%+59313F-HRTimeline
Wela Strategies, Inc.72,770$2.24M0.89%-21213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC72,062$2.22M0.02%+4,58313F-HRTimelineGroup
Ridgewood Investments LLC68,229$2.1M0.91%+12,70113F-HRTimeline
Empowered Funds, LLC66,748$2.05M0.02%new13F-HRTimeline
Hudson Portfolio Management LLC64,685$1.99M1.86%+10013F-HRTimeline
Aletheian Wealth Advisors LLC64,064$1.98M0.97%+5,90313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.61,800$1.91M0.12%-24,78113F-HRTimelineGroup
21 West Wealth Management LLC61,217$1.89M1.9%13F-HRTimeline
Sigma Planning Corp59,334$1.83M0.06%+12,66213F-HRTimeline
WEBSTER BANK, N. A.53,799$1.66M0.17%013F-HRTimeline
Ethos Financial Group, LLC52,452$1.62M0.14%+7,86013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC51,641$1.59M0.08%-82,41913F-HRTimeline
Tradewinds Capital Management, LLC49,938$1.54M0.39%-4,27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48,402$1.49M0.12%-18,84613F-HRTimeline
Crews Bank & Trust47,385$1.46M0.23%-63013F-HRTimeline
Foundations Investment Advisors, LLC46,999$1.45M0.02%+18,11713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.46,001$1.42M0.01%-4913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,887$1.41M0.01%+38,71513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding45,295$1.4M-1,075Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,921$1.35M0.03%+4,91613F-HRTimelineGroup
WJ Wealth Management, LLC43,580$1.34M0.42%-39913F-HRTimeline
TWO SIGMA SECURITIES, LLC42,479$1.31M0.16%new13F-HRTimeline
Chesley Taft & Associates LLC41,802$1.29M0.06%+2,10213F-HRTimeline
Old Port Advisors41,637$1.28M0.35%-6,51513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC40,900$1.26M0.33%+22,41113F-HRTimelineGroup
Portland Financial Advisors Inc40,431$1.25M2.99%+1,22513F-HRTimeline
CVA Family Office, LLC39,802$1.23M0.17%-1,73313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,325$1.18M0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.38,033$1.17M0.02%new13F-HRTimeline
YHB Investment Advisors, Inc.37,885$1.17M0.09%-55013F-HRTimeline
Glen Eagle Advisors, LLC36,684$1.13M0.17%-4,96313F-HRTimeline
McBroom & Associates, LLC36,218$1.12M0.64%013F-HRTimeline
Range Financial Group LLC34,164$1.05M0.41%-3,63713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC34,153$1.05M0.24%+5,04413F-HRTimeline
Keel Point, LLC33,107$1.02M0.07%+10713F-HRTimeline
Carr Financial Group Corp32,912$1.01M0.3%-1,57513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,886$1.01M<0.01%+10413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC31,095$959K0.19%013F-HRTimeline
Western Wealth Management, LLC30,105$928K0.06%+613F-HRTimeline
SCOTIA CAPITAL INC.30,003$925K<0.01%-10,74913F-HRTimeline
Financial Advocates Investment Manageme…29,479$909K0.07%+2,10913F-HRTimeline
Meridian Wealth Management, LLC29,106$897K0.04%+9813F-HRTimeline
Uncommon Cents Investing LLC27,550$849K0.23%-70513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,502$848K<0.01%+3,43413F-HR/ATimelineGroup
Gilbert Capital Group, Inc.27,342$843K0.7%13F-HRTimeline
Crabel Capital Management, LLC27,199$839K0.51%+6,61913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS27,048$834K<0.01%-66,59013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,893$829K<0.01%-6,00513F-HR/ATimelineGroup
Cordgrass Capital Advisors, LLC26,848$828K0.22%-2,10113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,830$827K0.11%-1,93213F-HRTimeline
SageView Advisory Group, LLC25,839$797K0.03%-4,70713F-HRTimeline
Geneos Wealth Management Inc.25,327$781K0.02%-32,52513F-HRTimeline
LANARK FINANCIAL, INC.24,635$759K0.06%-4,29513F-HRTimeline
Mount Lucas Management LP24,358$751K0.36%-28913F-HRTimeline
Eagle Capital Management, LLC24,278$748K0.33%013F-HRTimeline
TOWNSQUARE CAPITAL LLC23,183$715K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,133$713K<0.01%+12,77113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…22,685$699K0.79%013F-HRTimeline
Modera Wealth Management, LLC21,213$654K0.01%-24313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,700$638K0.06%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,430$630K0.01%-10013F-HRTimelineGroup
CW Advisors, LLC20,000$617K0.01%013F-HRTimeline
W1M Asset Management Ltd19,859$612K0.05%013F-HRTimeline
Auour Investments LLC19,628$605K0.21%-85013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,275$594K<0.01%+10,75313F-HRTimelineGroup
Belpointe Asset Management LLC19,165$591K0.02%+4,52613F-HRTimeline
Rock Point Advisors, LLC19,045$587K0.17%+1,30013F-HRTimeline
Waverly Advisors, LLC18,680$576K0.01%+95713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,633$574K<0.01%+7013F-HRTimelineGroup
Gladstone Institutional Advisory LLC18,465$569K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,118$559K<0.01%-70913F-HRTimelineGroup
Ceeto Capital Group, LLC18,000$555K0.19%+9,00013F-HRTimeline
BEACON FINANCIAL GROUP17,936$553K0.06%-6,21213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,930$553K0.02%+1,31613F-HRTimeline
Avior Wealth Management, LLC17,844$550K0.02%-10113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,768$517K0.03%+9,89113F-HRTimelineGroup
Laraway Financial Advisors Inc16,685$514K0.39%013F-HRTimeline
Vermillion Wealth Management, Inc.15,976$493K0.24%+1,47913F-HRTimeline
Comprehensive Money Management Services…15,810$487K0.37%-64013F-HRTimeline
Root Financial Partners, LLC15,595$481K0.05%-67313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC15,586$481K0.02%-1,40013F-HRTimelineGroup
GUIDANCE CAPITAL, INC15,468$475K0.14%013F-HRTimeline
Trilogy Capital Inc.14,847$458K0.02%+3,90113F-HRTimeline
Strategic Wealth Partners, Ltd.14,747$455K0.04%13F-HRTimeline
Avantax Planning Partners, Inc.14,616$451K0.01%-4,46013F-HRTimeline
TruWealth Advisors, LLC14,536$448K0.02%+5,38613F-HRTimeline
VISTA INVESTMENT MANAGEMENT14,425$445K0.17%+1,84913F-HRTimeline
COMERICA BANK14,186$437K<0.01%+2,40313F-HRTimeline
MTM Investment Management, LLC13,399$413K0.14%+25913F-HRTimeline
NTV Asset Management LLC13,075$403K0.05%-1,00013F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,040$402K0.22%-5,28013F-HRTimeline
Tactive Advisors, LLC13,011$401K0.13%13F-HRTimeline
SYKON CAPITAL LLC12,600$388K0.14%-296,36513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,417$383K0.11%+70513F-HRTimeline
IFG Advisory, LLC12,375$382K0.02%-86113F-HRTimeline
HRT FINANCIAL LP12,382$381K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,833$365K0.03%-1,06013F-HRTimeline
Lunt Capital Management, Inc.11,799$364K0.14%+57513F-HRTimeline
L.M. KOHN & COMPANY11,651$359K0.1%-613F-HRTimeline
CAP Partners, LLC11,633$359K0.23%+2413F-HRTimeline
Omnitrust Wealth Management, Inc11,462$354K0.42%13F-HRTimeline