FLRN — SPDR SERIES TRUST

Ownership history in Forefront Wealth Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Forefront Wealth Partners, LLC reported a position in SPDR SERIES TRUST (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
0.87% (2025 Q3)
Avg. % of fund
0.87%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 112,253 — — 0.87% $3.5M $30.18
% 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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