Skip to content

FLRN SPDR SERIES TRUST

Follow

SHS (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in FLRN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC1,009,744$31.1M0.22%+33,34213F-HRTimeline
MFA WEALTH ADVISORS, LLC940,604$29M4.93%+10,55913F-HRTimeline
Whitcomb & Hess, Inc.537,870$16.6M3.55%+11,44813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.202,638$6.25M0.39%+11,60013F-HRTimeline
Ridgewood Investments LLC149,034$4.6M1.69%+10,17013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC110,381$3.4M2.3%+2413F-HRTimeline
Buska Wealth Management, LLC106,723$3.29M1.13%-63,13713F-HRTimeline
Aletheian Wealth Advisors LLC84,323$2.6M1.04%+7,31013F-HRTimeline
Worth Asset Management, LLC15,153$467K0.14%+1,38713F-HRTimeline
Tactive Advisors, LLC14,408$444K0.11%-1,15913F-HRTimeline
Apella Capital, LLC14,102$434K0.01%013F-HRTimeline
Bath Savings Trust Co8,457$261K0.03%+1,65013F-HRTimeline
CoreCap Advisors, LLC3,378$104K<0.01%-280,62713F-HRTimeline
Coastline Trust Co1,990$61.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton1,277$39.4K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP805$24.8K<0.01%013F-HRTimeline
GAMMA Investing LLC378$11.7K<0.01%013F-HRTimeline
Bank of New Hampshire350$10.8K<0.01%013F-HRTimeline
Hickory Point Bank & Trust80$2.47K<0.01%013F-HRTimeline