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Disclosery

FLRN SPDR SERIES TRUST

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SHS (fund)

347 managers (354 13F filers) reported a position in FLRN shares at 2026-03-31, 57,123,009 shares in all. 35 filers opened a position and 35 filers sold out during the quarter.

Managers
347
13F filers
354
New
35
Added
123
Reduced
121
Sold out
35
Shares held by filers
57,123,009

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,319,203$164M0.36%+384,14413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,809,770$117M0.03%-30,38313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,330,331$71.7M<0.01%+227,88913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,285,562$70.3M+526,677Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,219,369$68.3M0.01%-225,24813F-HR/ATimelineGroup
LPL Financial LLC2,215,225$68.2M0.02%+247,36513F-HRTimeline
Beacon Capital Management, Inc.1,898,123$58.4M3.29%+1,501,33613F-HR/ATimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,517,027$46.7M0.4%-46,96413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,342,501$41.3M<0.01%-444,24213F-HRTimelineGroup
Curbstone Financial Management Corp1,270,626$39.1M7.48%+13,55013F-HRTimeline
Facet Wealth, Inc.1,187,640$36.6M0.63%+100,58413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,012,813$31.2M0.11%-144,60613F-HRTimelineGroup
Valmark Advisers, Inc.995,071$30.6M0.36%+17,68213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding989,980$30.5M+38,065Timeline
Farther Finance Advisors, LLC924,800$28.3M0.27%+114,22213F-HRTimeline
Advisory Alpha, LLC848,823$26.1M0.71%-91,93813F-HRTimeline
MFA WEALTH ADVISORS, LLC800,221$24.6M4.85%+67,46813F-HRTimeline
Ameliora Wealth Management Ltd.736,152$22.7M7.22%+103,01713F-HRTimeline
Cornerstone Management, Inc.733,194$22.6M3.6%+12,67213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC718,919$22.1M0.01%-10,89913F-HRTimelineGroup
WESCAP Management Group, Inc.706,147$21.7M4.28%-18,40413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP692,132$21.3M<0.01%-271,84813F-HRTimelineGroup
Towercrest Capital Management584,824$18M2.8%-66,39813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC561,332$17.3M3.18%-207,59713F-HRTimeline
Penobscot Investment Management Company…559,881$17.2M1.35%-11,98213F-HRTimeline
Alliance Wealth Management Group558,422$17.2M3.76%-65,32213F-HRTimeline
Cetera Investment Advisers555,484$17.1M0.02%+217,87813F-HRTimeline
Whitcomb & Hess, Inc.513,410$15.8M3.69%+11,15213F-HRTimeline
IHT Wealth Management, LLC502,726$15.5M0.36%-91613F-HRTimeline
Providence First Trust Co493,801$15.2M5.34%-9,33513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC461,691$14.2M0.02%-41,32413F-HRTimeline
Prime Capital Investment Advisors, LLC449,402$13.8M0.16%+12,59813F-HRTimeline
APPLETON PARTNERS INC/MA448,206$13.8M0.96%-28,77713F-HRTimeline
Cherry Tree Wealth Management, LLC435,946$13.4M2.84%+10,10413F-HRTimeline
UBS Group AGin group UBS Group AG434,884$13.4M<0.01%-15,57413F-HRTimelineGroup
RFG Advisory, LLC400,573$12.3M0.23%-1,03413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI397,659$12.2M0.56%+21,22913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.377,343$11.6M0.02%-207,44013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.323,072$9.94M1.43%+16,05513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC315,206$9.7M1.29%+18,07613F-HRTimeline
Aspetuck Financial Management LLC313,987$9.66M6.62%-1,69113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…310,209$9.55M1.34%+18,81113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding289,542$8.91M+287,522Timeline
Private Advisor Group, LLC279,184$8.59M0.04%+10,53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO274,491$8.44M<0.01%+26,07413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…258,859$7.97M0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC255,404$7.86M0.83%+9,92613F-HRTimeline
Cedar Mountain Advisors, LLC239,567$7.37M1.44%+4,11913F-HRTimeline
Steward Partners Investment Advisory, L…237,093$7.3M0.04%-56013F-HRTimeline
MATAURO, LLC225,356$6.94M1%+53,73413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…223,291$6.87M<0.01%+18,03413F-HRTimelineGroup
NorthCoast Asset Management LLC221,059$6.8M0.16%+2,11613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding168,258$6.78M+18,253Timeline
Capital Investment Advisors, LLC217,909$6.71M0.1%+1,30213F-HR/ATimeline
TIAAgroup of 3 filers holding216,148$6.65M-71,923Timeline
Buska Wealth Management, LLC215,864$6.64M2.67%-26,53313F-HRTimeline
RiverGlades Family Offices LLC214,568$6.6M3.88%13F-HRTimeline
Cambridge Investment Research Advisors,…213,995$6.59M0.02%+9,11313F-HRTimeline
Cannon Advisors, Inc.208,817$6.43M4.77%-19,48513F-HRTimeline
Merit Financial Group, LLC198,750$6.12M0.05%+10,71213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA198,189$6.1M<0.01%-1,945,10813F-HRTimelineGroup
Atria Investments, Inc195,468$6.02M0.07%+58,61213F-HRTimeline
Mariner, LLCin group Mariner, LLC190,748$5.87M0.01%+31,51613F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.187,563$5.77M0.42%+13,10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…187,258$5.76M0.1%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC182,238$5.61M0.01%-8,35913F-HRTimelineGroup
HARBOR ADVISORY CORP /MA/181,490$5.59M1.68%-53,51013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC173,006$5.33M0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC171,804$5.29M0.01%-36,42413F-HRTimeline
Alesco Advisors, LLC, An ESL Co168,888$5.2M0.13%-4,28713F-HRTimeline
HighTower Advisors, LLC161,742$4.98M0.01%-6,61213F-HRTimeline
COURIER CAPITAL LLC144,472$4.45M0.25%-40,05813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding141,047$4.34M-4,341Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.140,867$4.34M0.01%-3,62213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC140,209$4.31M0.21%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP139,022$4.28M0.01%-10,07413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,692$4.26M<0.01%+9,87813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC134,750$4.15M0.15%-20013F-HRTimeline
Generation Capital Management LLC134,002$4.12M3.01%+8,30613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC128,258$3.95M0.72%+10,66513F-HRTimeline
Sowell Financial Services LLC126,330$3.89M0.14%-3,29713F-HRTimeline
Ridgewood Investments LLC126,250$3.89M1.59%13F-HRTimeline
Aries Wealth Management126,185$3.88M0.85%+3,01413F-HRTimeline
Terril Brothers, Inc.124,885$3.84M1.05%-25513F-HRTimeline
MONECO ADVISORS, LLC119,208$3.67M0.28%-1,46513F-HRTimeline
Empowered Funds, LLC118,437$3.63M0.02%+13,43113F-HR/ATimeline
Creative Planningin group Creative Planning113,744$3.5M<0.01%+2,24213F-HRTimelineGroup
Tandem Investment Partners LLC108,025$3.33M2.82%+5,42513F-HRTimeline
Gould Capital, LLC105,351$3.24M1.96%+8,93713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC104,194$3.21M2.54%-14713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,906$3.19M0.01%-59,56113F-HRTimeline
PFG Advisors103,130$3.17M0.15%+9,38613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.101,470$3.12M0.28%+42,17113F-HRTimelineGroup
Asset One Wealth Management LLC99,006$3.04M0.34%+28,60713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC93,469$2.88M0.82%+1,22513F-HRTimeline
BCS Wealth Management92,882$2.86M0.58%-97,53713F-HRTimeline
Legacy Capital Group California, Inc.89,545$2.76M1.05%-9,48913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC89,401$2.75M0.02%+4,70313F-HRTimelineGroup
United Community Bankin group United Community Bank87,260$2.69M0.9%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC86,140$2.65M0.03%+22,99313F-HRTimeline
Carr Financial Group Corp81,728$2.52M0.66%+6,69413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA78,600$2.42M<0.01%013F-HRTimelineGroup
Tranquilli Financial Advisor LLC76,301$2.35M1.37%new13F-HRTimeline
Aletheian Wealth Advisors LLC75,680$2.33M1.14%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75,124$2.31M1.02%-12,21713F-HRTimeline
NewEdge Advisors, LLC74,081$2.28M0.01%+11,24913F-HR/ATimeline
Forthright Family Wealth Advisory LLC72,624$2.24M1.5%new13F-HRTimeline
CENTRAL TRUST Co72,288$2.23M0.04%-2,95113F-HRTimeline
Western Wealth Management, LLC69,227$2.13M0.08%+40,32313F-HR/ATimeline
PERSPECTIVE WEALTH ADVISORS LLC69,021$2.12M1.38%+3,99213F-HRTimeline
AE Wealth Management LLC58,255$1.79M0.01%+2,14413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,653$1.77M0.01%-4,02713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC56,709$1.75M0.08%-56213F-HRTimeline
J.W. COLE ADVISORS, INC.55,454$1.71M0.06%-1,23413F-HRTimeline
10Elms LLP51,585$1.59M1%+40,45513F-HRTimeline
Fortune Financial Group, Inc.50,272$1.55M1.39%+3,49113F-HRTimeline
Hobart Private Capital, LLC50,213$1.55M0.3%-46,68613F-HRTimeline
Crews Bank & Trust44,960$1.38M0.2%-44013F-HRTimeline
Tradewinds Capital Management, LLC44,639$1.37M0.27%-5,29513F-HRTimeline
Geneos Wealth Management Inc.43,720$1.35M0.03%+5,43313F-HRTimeline
Hudson Portfolio Management LLC43,445$1.34M1.13%-35013F-HRTimeline
&PARTNERS43,390$1.34M0.01%+10,97713F-HRTimeline
Ceeto Capital Group, LLC43,000$1.32M0.41%+10,00013F-HRTimeline
Ethos Financial Group, LLC41,844$1.29M0.09%-5,48013F-HRTimeline
Elevation Capital Advisory, LLC41,729$1.28M0.55%new13F-HRTimeline
Virtue Capital Management, LLC41,270$1.27M0.19%new13F-HRTimeline
Portland Financial Advisors Inc41,042$1.26M2.63%013F-HRTimeline
CVA Family Office, LLC40,245$1.24M0.13%+11213F-HRTimeline
McBroom & Associates, LLC39,684$1.22M0.68%-7,59913F-HRTimeline
Chesley Taft & Associates LLC39,600$1.22M0.05%-1,50013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,364$1.21M0.02%-2,47313F-HRTimelineGroup
WCG Wealth Advisors LLC38,758$1.19M0.03%+11,04113F-HRTimeline
Belpointe Asset Management LLC38,388$1.18M0.04%+3,83013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,300$1.18M0.06%-2513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,943$1.14M<0.01%+1,54713F-HRTimelineGroup
YHB Investment Advisors, Inc.34,552$1.06M0.08%-44813F-HRTimeline
EP Wealth Advisors, LLC34,218$1.05M0.01%-152,27913F-HRTimeline
Glen Eagle Advisors, LLC34,143$1.05M0.15%-38613F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC33,513$1.03M0.47%new13F-HRTimeline
Waverly Advisors, LLC30,610$942K0.01%+11,14713F-HRTimeline
Old Port Advisors29,930$921K0.21%-4,75113F-HRTimeline
Mount Lucas Management LP29,600$911K0.34%+2,71713F-HRTimeline
Omnitrust Wealth Management, Inc29,269$901K1.17%+80913F-HRTimeline
Sigma Planning Corp28,666$882K0.02%-3,82113F-HRTimeline
SYKON CAPITAL LLC28,661$882K0.29%+11913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,471$876K<0.01%+84013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,184$868K0.01%+1,25613F-HRTimelineGroup
Uncommon Cents Investing LLC28,178$867K0.2%-7213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,980$861K<0.01%+7,27713F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC27,935$860K0.15%-3,16013F-HRTimeline
Meridian Wealth Management, LLC26,964$830K0.03%+11013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,891$828K0.1%-4,25913F-HRTimeline
GeoWealth Management, LLC26,727$823K0.03%+1,16713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,809$764K0.02%+10,51413F-HRTimeline
Cordgrass Capital Advisors, LLC24,761$762K0.18%+14513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,386$749K0.04%013F-HRTimelineGroup
Eagle Capital Management, LLC24,278$747K0.29%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC24,093$742K0.09%+10,94913F-HRTimeline
Advisory Services Network, LLC23,413$721K0.01%-9,56213F-HRTimeline
Integrated Advisors Network LLC23,402$720K0.04%+12,04713F-HRTimeline
Unify Financial Advisors23,006$708K0.73%+1,74113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…22,830$703K0.57%+20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,738$700K0.02%-22613F-HRTimelineGroup
Outlook Wealth Advisors, LLC22,453$674K0.16%-3,96013F-HRTimeline
Gladstone Institutional Advisory LLC21,767$670K0.02%-15,09313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…21,579$664K29.5%-206,71813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,418$656K0.05%+1,24913F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC20,700$637K0.23%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC20,555$633K0.07%-8,08513F-HRTimeline
Allworth Financial LP20,374$627K<0.01%-5,54513F-HRTimeline
LANARK FINANCIAL, INC.20,121$619K0.05%-5,48613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,781$578K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC18,750$577K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,744$577K<0.01%+2813F-HRTimelineGroup
Rock Point Advisors, LLC18,670$575K0.16%-7513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,866$572K<0.01%-1,46713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,225$561K<0.01%new13F-HRTimelineGroup
Advisor Resource Council18,110$557K0.22%+2,80713F-HRTimeline
Modera Wealth Management, LLC17,566$541K0.01%+2713F-HRTimeline
Bleakley Financial Group, LLC16,757$516K0.01%+4,61213F-HRTimeline
WJ Wealth Management, LLC16,665$513K0.24%013F-HRTimeline
Hershey Financial Advisers, LLC16,443$506K0.44%new13F-HRTimeline
Comprehensive Money Management Services…15,780$486K0.32%+13513F-HRTimeline
Integrated Investment Consultants, LLC15,697$483K0.1%013F-HRTimeline
GUIDANCE CAPITAL, INC15,468$476K0.11%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,195$468K0.01%+91213F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/15,131$466K0.17%-8,14713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,598$449K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,530$447K0.01%-1,00013F-HRTimelineGroup
Triad Wealth Partners, LLC14,426$444K0.04%-9,80713F-HRTimeline
Legacy Capital Wealth Partners, LLC14,382$443K0.09%-3,17313F-HRTimeline
Samara Investment Management, LLC14,124$435K0.45%13F-HRTimeline
Apella Capital, LLC14,111$434K0.01%-35613F-HRTimeline
Worth Asset Management, LLC13,961$430K0.16%-19813F-HRTimeline
MTM Investment Management, LLC13,849$426K0.14%+23313F-HRTimeline
SageView Advisory Group, LLC13,716$422K0.02%-7313F-HRTimeline
Avior Wealth Management, LLC13,669$421K0.01%+91213F-HRTimeline
Laraway Financial Advisors Inc13,610$419K0.29%-3,50013F-HRTimeline
Orion Porfolio Solutions, LLC13,564$417K<0.01%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …13,367$411K0.06%013F-HRTimeline