FLRN — SPDR SER TR

Ownership history in Cherry Tree Wealth Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in SPDR SER TR (FLRN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.0% (2023 Q2)
Avg. % of fund
3.03%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 425,842 +9,778 +2.4% 2.76% $13.1M $30.52
2025 Q3 ADDED 416,064 +14,010 +3.5% 2.82% $12.8M $30.18
2025 Q2 ADDED 402,054 +1,903 +0.5% 2.88% $12.4M $29.78
2025 Q1 ADDED 400,151 +42,194 +11.8% 2.97% $12.3M $29.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FLRN price (monthly, adj. close)

Other funds also holding FLRN

As of 2025 Q4 — sorted by position size

Curbstone Financial Management Corp 3Y 7Y 7.39% Ameliora Wealth Management Ltd. 3Y 5.93% Cannon Advisors, Inc. 4.96% MFA WEALTH ADVISORS, LLC 3Y 7Y 4.76% WESCAP Management Group, Inc. 3Y 7Y 4.51% MILESTONE ASSET MANAGEMENT, LLC 3Y 4.46% Alliance Wealth Management Group 3Y 7Y 4.21% Whitcomb & Hess, Inc. 3Y 3.64% Cornerstone Management, Inc. 3.61% Towercrest Capital Management 3Y 7Y 3.16%
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