FLRN — SPDR SER TR

Ownership history in Vericrest Private Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private Wealth 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
3.76% (2022 Q2)
Avg. % of fund
3.18%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 101,865 +7,193 +7.6% 3.76% $3.1M $24.99
2022 Q1 REDUCED 94,672 -3,024 -3.1% 3.00% $2.9M $25.26
2021 Q4 INITIATED 97,696 — — 2.77% $3.0M $25.33
% 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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