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Spdr Ser Tr cmn shares owned by Root Financial Partners

Quarter-by-quarter ownership of Spdr Ser Tr cmn (FLRN) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 9.5k 30.86
2025-06-30 $481k 16k 30.83
2025-03-31 $501k 16k 30.82
2024-12-31 $500k 16k 30.73

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Top funds holding Spdr Ser Tr cmn

Wealthfront Advisers
Ameriprise Financial
LPL Financial
Morgan Stanley
Royal Bank of Canada
New York Life Investment Management
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Curbstone Financial Management
Renaissance Technologies
Milestone Asset Management
Keybank National Association
Facet Wealth
Tiaa Trust, National Association

View all funds holding Spdr Ser Tr cmn