Skip to content
Disclosery

FLRN SPDR SERIES TRUST

Follow

SHS (fund)

345 managers (348 13F filers) reported a position in FLRN shares at 2025-12-31, 56,942,761 shares in all. 42 filers opened a position and 34 filers sold out during the quarter.

Managers
345
13F filers
348
New
42
Added
131
Reduced
92
Sold out
34
Shares held by filers
56,942,761

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,935,059$152M0.34%+848,33713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,840,153$118M0.03%+83,08913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,444,617$75.1M0.01%+943,58813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,143,297$65.9M0.01%+229,98513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,102,442$64.6M<0.01%+138,50113F-HR/ATimelineGroup
LPL Financial LLC1,967,860$60.5M0.02%-279,32313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,786,743$54.9M<0.01%-59,37913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,758,885$54.1M+404,993Timeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,563,991$48.1M0.41%-4,29513F-HRTimelineGroup
Curbstone Financial Management Corp1,257,076$38.6M7.39%+55,10013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,157,419$35.6M0.13%+70,60713F-HRTimelineGroup
Facet Wealth, Inc.1,087,056$33.5M0.59%+48,66313F-HRTimeline
Valmark Advisers, Inc.977,389$30M0.37%+35,64313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP963,980$29.6M<0.01%+26,33813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding951,915$29.3M+45,378Timeline
Advisory Alpha, LLC940,761$28.9M0.79%+224,73313F-HRTimeline
Farther Finance Advisors, LLC810,578$24.9M0.27%+75,29613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC768,929$23.6M4.46%-341,37413F-HRTimeline
MFA WEALTH ADVISORS, LLC732,753$22.5M4.76%+44,72213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC729,818$22.4M0.01%-16,80213F-HRTimelineGroup
WESCAP Management Group, Inc.724,551$22.3M4.51%+106,85813F-HRTimeline
Cornerstone Management, Inc.720,522$22.1M3.61%+36,22213F-HRTimeline
Towercrest Capital Management651,222$20M3.16%-14,09013F-HRTimeline
Ameliora Wealth Management Ltd.633,135$19.5M5.93%+23,11513F-HRTimeline
Alliance Wealth Management Group623,744$19.2M4.21%-13,69913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.584,783$18M0.03%-175,98013F-HRTimelineGroup
Penobscot Investment Management Company…571,863$17.6M1.32%+62,38013F-HRTimeline
IHT Wealth Management, LLC503,642$15.5M0.38%-82,52313F-HRTimeline
Providence First Trust Co503,136$15.5M5.35%-2,29613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC503,015$15.5M0.02%+1,82813F-HRTimeline
Whitcomb & Hess, Inc.502,258$15.5M3.64%+51,50713F-HRTimeline
APPLETON PARTNERS INC/MA476,983$14.7M0.97%+31,04913F-HRTimeline
UBS Group AGin group UBS Group AG450,458$13.8M<0.01%-24,97113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC436,804$13.4M0.16%+10,57513F-HRTimeline
Cherry Tree Wealth Management, LLC425,842$13.1M2.76%+9,77813F-HRTimeline
RFG Advisory, LLC401,607$12.3M0.23%+24,18613F-HRTimeline
Beacon Capital Management, Inc.396,787$12.2M0.65%+396,50713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI376,430$11.6M0.64%+34,04613F-HRTimeline
Coppell Advisory Solutions LLC372,698$11.4M1.13%+53,71313F-HRTimeline
Cetera Investment Advisers337,606$10.4M0.01%+21,24213F-HRTimeline
Aspetuck Financial Management LLC315,678$9.7M6.51%-7,86413F-HRTimeline
CALTON & ASSOCIATES, INC.307,017$9.43M1.39%+15,61213F-HRTimeline
INTEGRITY ALLIANCE, LLC.302,821$9.31M0.34%-3,91913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC297,130$9.13M1.29%+11,55313F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…291,398$8.95M1.28%-1,38213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA288,071$8.85M0.02%-679,78613F-HRTimelineGroup
Private Advisor Group, LLC268,649$8.26M0.04%+11,67213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO248,417$7.63M<0.01%-1,057,66913F-HRTimelineGroup
Legacy Edge Advisors, LLC245,478$7.54M0.83%+9,68413F-HRTimeline
Buska Wealth Management, LLC242,397$7.45M2.75%-78,24813F-HRTimeline
Steward Partners Investment Advisory, L…237,653$7.3M0.04%+3,27913F-HRTimeline
Cedar Mountain Advisors, LLC235,448$7.24M1.4%-14,72113F-HRTimeline
HARBOR ADVISORY CORP /MA/235,000$7.22M2.18%-7,15013F-HRTimeline
Cannon Advisors, Inc.228,302$7.03M4.96%-55,94013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…228,297$7.02M2.06%+2,05513F-HRTimeline
NorthCoast Asset Management LLC218,943$6.73M0.15%-133,62013F-HRTimeline
Capital Investment Advisors, LLC216,607$6.66M0.1%+58,32413F-HRTimeline
MML INVESTORS SERVICES, LLC208,228$6.4M0.02%+52813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…205,257$6.31M<0.01%+11,19113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…204,882$6.3M0.02%+5,48413F-HRTimeline
CWM, LLCin group CWM, LLC190,597$5.86M0.02%-31,53513F-HRTimelineGroup
BCS Wealth Management190,419$5.85M0.59%+86,84113F-HRTimeline
Merit Financial Group, LLC188,038$5.78M0.05%-44913F-HRTimeline
EP Wealth Advisors, LLC186,497$5.73M0.03%13F-HRTimeline
COURIER CAPITAL LLC184,530$5.67M0.32%-30,05313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.174,463$5.36M0.38%+15,20013F-HRTimeline
Alesco Advisors, LLC, An ESL Co173,175$5.32M0.14%-48,24113F-HRTimeline
MATAURO, LLC171,622$5.27M0.79%new13F-HRTimeline
HighTower Advisors, LLC168,354$5.17M0.01%-34,59213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…163,467$5.03M0.01%+13,04713F-HRTimeline
Mariner, LLCin group Mariner, LLC159,232$4.89M0.01%+48,54713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding150,005$4.61M+115,171Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,096$4.58M0.01%+1,42413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding145,388$4.47M+11,732Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.144,489$4.44M0.01%-22,47713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC140,209$4.31M0.2%+133,60913F-HRTimeline
Atria Investments, Inc136,856$4.21M0.05%+123,28113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC134,950$4.15M0.15%+7,15313F-HRTimeline
Sowell Financial Services LLC129,627$3.98M0.15%+11313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP128,814$3.96M<0.01%-15,76213F-HRTimelineGroup
Generation Capital Management LLC125,696$3.86M2.51%+13,29913F-HRTimeline
Terril Brothers, Inc.125,140$3.85M1.01%013F-HRTimeline
Aries Wealth Management123,171$3.79M0.84%+8,52313F-HRTimeline
MONECO ADVISORS, LLC120,673$3.71M0.29%+2,02313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC117,593$3.61M0.61%+5,99013F-HRTimeline
Creative Planningin group Creative Planning111,502$3.43M<0.01%-5,14013F-HRTimelineGroup
Empowered Funds, LLC105,006$3.23M0.05%+14,65213F-HR/ATimeline
GILPIN WEALTH MANAGEMENT, LLC104,341$3.21M2.54%13F-HRTimeline
Tandem Investment Partners LLC102,600$3.15M2.66%+92513F-HRTimeline
Macco Financial Group, Inc.101,870$3.13M2.69%13F-HRTimeline
Legacy Capital Group California, Inc.99,034$3.04M0.74%+91,24213F-HRTimeline
Hobart Private Capital, LLC96,899$2.98M0.58%+7,82813F-HRTimeline
Gould Capital, LLC96,414$2.96M1.83%-45713F-HRTimeline
PFG Advisors93,744$2.88M0.14%+7,94413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC92,244$2.83M0.82%+4,92313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC87,341$2.68M1.22%+11,03913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC84,698$2.6M0.02%+5,65613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA78,600$2.42M<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co75,239$2.31M0.05%-22,67213F-HRTimeline
Carr Financial Group Corp75,034$2.31M0.61%+5,17013F-HRTimeline
Asset One Wealth Management LLC70,399$2.17M0.3%13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC65,029$2M1.42%13F-HRTimeline
Foundations Investment Advisors, LLC63,147$1.94M0.03%+27,90113F-HRTimeline
NewEdge Advisors, LLC62,832$1.93M0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,680$1.9M0.01%-1,04613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.59,299$1.82M0.11%+11,35713F-HRTimelineGroup
Fortune Financial Group, Inc.46,781$1.82M1.79%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC57,271$1.76M0.08%+3,14313F-HRTimeline
AE Wealth Management LLC56,111$1.72M0.01%+42,08913F-HRTimeline
Tradewinds Capital Management, LLC49,934$1.53M0.32%+72313F-HRTimeline
Ethos Financial Group, LLC47,324$1.45M0.11%-1,07513F-HRTimeline
McBroom & Associates, LLC47,283$1.45M0.71%+2,78913F-HRTimeline
Crews Bank & Trust45,400$1.4M0.2%-71513F-HRTimeline
Hudson Portfolio Management LLC43,795$1.35M1.16%-76513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,837$1.29M0.02%-1,42613F-HRTimelineGroup
Chesley Taft & Associates LLC41,100$1.26M0.05%+40013F-HRTimeline
Portland Financial Advisors Inc41,042$1.26M2.68%+40813F-HRTimeline
CVA Family Office, LLC40,133$1.23M0.14%+8813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,325$1.18M0.06%013F-HRTimeline
Geneos Wealth Management Inc.38,287$1.18M0.03%+4,86313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,941$1.14M0.08%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC36,860$1.13M0.04%+15,45313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,396$1.09M<0.01%+2,91613F-HRTimelineGroup
YHB Investment Advisors, Inc.35,000$1.08M0.07%-82013F-HRTimeline
Old Port Advisors34,681$1.07M0.26%-3,05013F-HRTimeline
Belpointe Asset Management LLC34,558$1.06M0.04%+2,28813F-HRTimeline
Glen Eagle Advisors, LLC34,529$1.06M0.14%-44013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,438$1.06M0.02%+14,75813F-HRTimeline
Keel Point, LLC33,000$1.01M0.06%013F-HRTimeline
Summit Place Financial Advisors, LLC33,000$1.01M0.49%-5,30013F-HRTimeline
Ceeto Capital Group, LLC33,000$1.01M0.3%+15,00013F-HRTimeline
Advisory Services Network, LLC32,975$1.01M0.01%+30,48913F-HRTimeline
Sigma Planning Corp32,487$998K0.03%+8,52513F-HRTimeline
&PARTNERS32,413$996K0.01%+22,71013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31,300$962K<0.01%-38,90013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…31,150$957K0.11%+2,14913F-HRTimeline
Brady Martz Wealth Solutions, LLC31,095$956K0.17%013F-HRTimeline
Western Wealth Management, LLC28,904$888K0.04%-55813F-HRTimeline
TWO SIGMA SECURITIES, LLC28,640$880K0.12%+12,00813F-HRTimeline
SYKON CAPITAL LLC28,542$877K0.28%+7,38713F-HRTimeline
Omnitrust Wealth Management, Inc28,460$875K1.11%13F-HRTimeline
Uncommon Cents Investing LLC28,250$868K0.21%+70013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC28,201$867K0.23%-6,06413F-HRTimelineGroup
WCG Wealth Advisors LLC27,717$852K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,631$849K<0.01%+9,31313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,928$827K0.01%+1,43013F-HRTimelineGroup
Mount Lucas Management LP26,883$826K0.37%+1,10413F-HRTimeline
Meridian Wealth Management, LLC26,854$825K0.03%-1,29813F-HRTimeline
Outlook Wealth Advisors, LLC26,413$812K0.18%+5,45813F-HRTimeline
Allworth Financial LP25,919$796K<0.01%-8,61313F-HRTimeline
LANARK FINANCIAL, INC.25,607$787K0.06%-2,13213F-HRTimeline
GeoWealth Management, LLC25,560$785K0.03%+25,55913F-HRTimeline
Integrity Advisory Solutions, LLC24,681$758K0.11%+4,31013F-HRTimeline
Cordgrass Capital Advisors, LLC24,616$756K0.18%-1,83213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,386$749K0.03%+7,56013F-HRTimelineGroup
Eagle Capital Management, LLC24,278$746K0.27%013F-HRTimeline
Triad Wealth Partners, LLC24,233$745K0.07%new13F-HRTimeline
GTS SECURITIES LLC23,295$716K0.02%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/23,278$715K0.28%-24113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,964$706K0.02%new13F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…22,630$695K0.57%-5513F-HRTimeline
Global Retirement Partners, LLC21,632$665K0.01%+2,80613F-HRTimeline
Unify Financial Advisors21,265$653K0.68%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,703$636K<0.01%-1,90013F-HR/ATimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding20,700$636K0Timeline
Corient Private Wealth LPin group Corient Private Wealth LP20,333$625K<0.01%+45813F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,169$620K0.04%-28,23313F-HRTimeline
COMERICA BANK19,722$606K<0.01%+8,21813F-HRTimeline
Waverly Advisors, LLC19,463$598K<0.01%+53713F-HRTimeline
Sovran Advisors, LLC19,081$588K0.05%+5,24313F-HRTimeline
DAVENPORT & Co LLC18,750$576K<0.01%new13F-HRTimeline
Rock Point Advisors, LLC18,745$576K0.14%-20013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,716$575K<0.01%+6313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,695$574K<0.01%+5,04113F-HRTimeline
Legacy Capital Wealth Partners, LLC17,555$539K0.12%new13F-HRTimeline
Modera Wealth Management, LLC17,539$539K0.01%-3,72213F-HRTimeline
Kovack Advisors, Inc.17,388$534K0.03%new13F-HR/ATimeline
Laraway Financial Advisors Inc17,110$526K0.34%+42513F-HRTimeline
WJ Wealth Management, LLC16,665$512K0.22%-32513F-HRTimeline
Integrated Investment Consultants, LLC15,697$482K0.09%013F-HR/ATimeline
Comprehensive Money Management Services…15,645$481K0.33%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,530$477K0.01%013F-HRTimelineGroup
GUIDANCE CAPITAL, INC15,468$477K0.12%013F-HRTimeline
Advisor Resource Council15,303$471K0.17%new13F-HRTimeline
Crabel Capital Management, LLC14,517$446K0.34%-1,55213F-HRTimeline
Apella Capital, LLC14,467$445K0.01%new13F-HRTimeline
Point Nemo Capital, LLC14,349$441K0.44%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,295$439K0.01%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,283$439K0.01%-4,11813F-HRTimelineGroup
Worth Asset Management, LLC14,159$435K0.18%+5,36913F-HRTimeline
SageView Advisory Group, LLC13,789$424K0.01%-3,68413F-HRTimeline
BEACON FINANCIAL GROUP13,695$421K0.04%-1,45913F-HRTimeline
MTM Investment Management, LLC13,616$418K0.13%-8813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …13,367$411K0.07%+48713F-HRTimeline
Tactive Advisors, LLC13,194$405K0.12%-2413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,144$404K0.05%+3,70413F-HRTimeline
Avior Wealth Management, LLC12,757$392K0.01%-15013F-HRTimeline
Gilbert Capital Group, Inc.12,720$391K0.29%-10,36413F-HRTimeline
Mosley Wealth Management12,631$389K0.18%13F-HRTimeline
SCOTIA CAPITAL INC.12,528$385K<0.01%-3,23513F-HRTimeline