FLRN — SPDR SER TR

Ownership history in Whitcomb & Hess, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. 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
3.86% (2024 Q2)
Avg. % of fund
3.69%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 502,258 +51,507 +11.4% 3.64% $15.5M $30.52
2025 Q3 ADDED 450,751 +40,205 +9.8% 3.58% $13.9M $30.18
2025 Q2 ADDED 410,546 +8,291 +2.1% 3.57% $12.7M $29.78
2025 Q1 ADDED 402,255 +2,745 +0.7% 3.75% $12.4M $29.41
3 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% Cornerstone Management, Inc. 3.61% Towercrest Capital Management 3Y 7Y 3.16% Cherry Tree Wealth Management, LLC 2.76%
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