Friedenthal Financial FLRN — SPDR SERIES TR

Ownership history in Friedenthal Financial  ·  11 quarters on record

AI Ownership Summary

Friedenthal Financial reported SPDR SERIES TR (FLRN) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 2.71% in 2024 Q2. The latest visible filing shows FLRN at 1.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friedenthal Financial's position in SPDR SERIES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FLRN was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.71% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLRN stock page Friedenthal Financial fund profile Friedenthal Financial full holdings
How Friedenthal Financial held FLRN — position size vs. price
% of Fund (quarterly)    FLRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 147,446 +146,623 +17815.7% 1.97% $4.5M 2026-10-27 $30.82
2025 Q3 ADDED — — — 823 +97 +13.4% 0.01% $25K 2025-10-15 $29.49
2025 Q2 ADDED — — — 726 +98 +15.6% 0.01% $22K 2025-07-23 $29.17
2025 Q1 ADDED — — — 628 +37 +6.3% 0.01% $19K 2025-04-21 $28.64
2024 Q4 ADDED — — — 591 +113 +23.6% 0.01% $18K 2025-01-13 $28.44
2024 Q3 REDUCED 99.7% +1.4% ❌ 478 -140,361 -99.7% 0.01% $15K 2024-10-17 $28.06
2024 Q2 ADDED — — — 140,839 +140,256 +24057.6% 2.71% $4.3M 2024-07-16 $27.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLRN

As of 2026 Q3 — sorted by position size

Curbstone Financial Management Corp 3Y 7Y 7.15% Ameliora Wealth Management Ltd. 3Y 7.03% Aspetuck Financial Management LLC 6.51% Providence First Trust Co 3Y 7Y 5.48% MFA WEALTH ADVISORS, LLC 3Y 7Y 4.93% Cannon Advisors, Inc. 4.45% Cornerstone Management, Inc. 3Y 4.02% Whitcomb & Hess, Inc. 3Y 3.55% Alliance Wealth Management Group 3Y 7Y 3.35% Elevation Capital Advisory, LLC 3Y 2.94%

FAQ About Friedenthal Financial and FLRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Friedenthal Financial reported owning FLRN?

Friedenthal Financial reported FLRN across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FLRN position in Friedenthal Financial's portfolio?

The largest reported portfolio weight for FLRN was 2.71% in 2024 Q2.

What is the latest reported FLRN position on this page?

The most recent filing on this page is 2026 Q3, when Friedenthal Financial reported 147,446 shares, equal to 1.97% of portfolio, with an estimated market value of $4.5M.

What does the chart on this FLRN ownership page compare?

The chart compares Friedenthal Financial's quarterly FLRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Friedenthal Financial time their FLRN position?

Based on 13F filing dates vs. subsequent FLRN price moves, Friedenthal Financial correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on FLRN relative to SPY over the holding period was -7.3%.

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