FLRN — SPDR SER TR

Ownership history in Range Financial Group LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Range Financial Group 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
2.0% (2024 Q3)
Avg. % of fund
0.8%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 33,337 -827 -2.4% 0.37% $1.0M $30.18
2025 Q2 REDUCED 34,164 -3,637 -9.6% 0.41% $1.1M $29.78
2025 Q1 REDUCED 37,801 -4,040 -9.7% 0.52% $1.2M $29.41
2024 Q4 REDUCED 41,841 -5,366 -11.4% 0.59% $1.3M $29.07
10 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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