FLRN SPDR SER TR

Ownership history in Towercrest Capital Management  ·  31 quarters on record

This page tracks every 13F SEC filing in which Towercrest Capital Management 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
5.63% (2020 Q1)
Avg. % of fund
4.06%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 651,222 -14,090 -2.1% 3.16% $20.0M $30.52
2025 Q3 ADDED 665,312 +24,068 +3.8% 3.29% $20.5M $30.18
2025 Q2 REDUCED 641,244 -54,594 -7.8% 3.53% $19.8M $29.78
2025 Q1 REDUCED 695,838 -52,262 -7.0% 4.07% $21.4M $29.41
2024 Q4 ADDED 748,100 +5,755 +0.8% 3.72% $23.0M $29.07
2024 Q3 REDUCED 742,345 -68,895 -8.5% 3.69% $22.9M $28.68
2024 Q2 ADDED 811,240 +324 +0.0% 4.12% $25.0M $28.26
2024 Q1 ADDED 810,916 +26,114 +3.3% 4.22% $25.0M $27.82
2023 Q4 REDUCED 784,802 -40,071 -4.9% 4.29% $24.0M $27.34
2023 Q3 REDUCED 824,873 -21,506 -2.5% 4.93% $25.3M $26.92
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FLRN price (monthly, adj. close)
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