Sta STR SP S&P Nor An Res-UiNANRETF
13F holders, Q1 2024 (March 31)91holders
1famous investor
$54.58avg. 13F price*
At the end of Q1 2024, 91 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($344.7M), Creative Financial Designs Inc. ($11.2M) and Franklin Resources Inc. ($9.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sta STR SP S&P Nor An Res-Ui
- Filed as
- SPDR INDEX SHS FDS (Q1 2024)
- CUSIP
- 78463X152
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.3M |
| Exits | 14 | $17.8M |
Ownership 91 holders
| Financial Engines Advisors L.L.C. | 0.78% | Add +2.6% | 6,315,825 | $344.7M |
| Creative Financial Designs Inc. | 1.06% | Add +7.9% | 205,062 | $11.2M |
| Franklin Resources Inc. | 0.00% | No change | 178,981 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 167,752 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 139,164 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.5% | 137,541 | $7.5M |
| Schmidt P J Investment Management Inc. | 1.37% | Add +2.3% | 133,421 | $7.3M |
| Sweet Financial Partners, LLC | 1.55% | Add +24.9% | 122,821 | $6.7M |
| CFS Investment Advisory Services, LLC | 0.96% | Reduce -5.0% | 104,703 | $5.7M |
| Capital Wealth Management, LLC | 2.54% | Add +71.9% | 97,256 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -7.7% | 89,955 | $4.9M |
| Destiny Wealth Partners, LLC | 0.74% | Reduce -10.4% | 75,804 | $4.1M |
| Deutsche Bank AG | 0.00% | Reduce -8.3% | 68,139 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 63,278 | $3.5M |
| Stratos Investment Management, LLC | 0.28% | Add +1.5% | 51,621 | $2.8M |
| Hollow Brook Wealth Management LLC | 1.01% | Add +2.5% | 49,974 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 36,671 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.8% | 35,380 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.2% | 34,986 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -6.0% | 34,560 | $1.9M |
| Fiduciary Alliance LLC | 0.30% | Add +5.7% | 30,453 | $1.7M |
| UBS Group AG | 0.00% | Reduce -68.0% | 26,607 | $1.5M |
| International Assets Investment Management, LLC | 0.15% | Add +100.8% | 26,027 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.2% | 24,125 | $1.3M |
| Brio Consultants, LLC | 0.22% | Add +10.3% | 24,014 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -81.4% | 23,371 | $1.3M |
| Aaron Wealth Advisors LLC | 0.16% | Reduce -17.6% | 20,190 | $1.1M |
| Financial Freedom, LLC | 0.62% | Reduce -0.5% | 19,125 | $1.0M |
| Tempus Wealth Planning, LLC | 0.27% | New | 11,212 | $612K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 10,459 | $571K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 10,450 | $570K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.2% | 9,551 | $521K |
| Steward Partners Investment Solutions, LLC | 0.08% | No change | 9,038 | $493K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -78.6% | 8,796 | $480K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,630 | $471K |
| Highview Capital Management LLC | 0.19% | New | 7,874 | $430K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -29.8% | 7,847 | $428K |
| Sachetta, LLC | 0.20% | No change | 8,290 | $423K |
| Virtue Capital Management, LLC | 0.07% | Reduce -12.1% | 6,860 | $395K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,965 | $380K |
| Scotia Capital Inc. | 0.00% | Add +2.0% | 6,183 | $337K |
| Global Retirement Partners, LLC | 0.01% | Add +21.9% | 5,632 | $307K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +9.4% | 5,584 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.1% | 5,034 | $275K |
| D. E. Shaw & Co. | 0.00% | New | 4,597 | $251K |
| Sandy Spring Bank | 0.01% | Add +19.8% | 4,083 | $223K |
| Madison Asset Management, LLC | 0.00% | Reduce -84.2% | 3,870 | $211K |
| Founders Financial Securities LLC | 0.02% | New | 3,777 | $206K |
| Horizon Investments, LLC | 0.01% | Add +0.2% | 3,777 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.9% | 3,381 | $185K |
| JNBA Financial Advisors | 0.02% | Reduce -88.4% | 3,341 | $182K |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 3,258 | $178K |
| Abich Financial Wealth Management LLC | 0.13% | Add +796.5% | 3,093 | $169K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,880 | $157K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,850 | $157K |
| FMR LLC | 0.00% | Add +19.8% | 2,601 | $142K |
| Mather Group, Llc. | 0.00% | New | 1,861 | $95K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,510 | $82K |
| Cwm, LLC | 0.00% | No change | 1,279 | $70K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.2% | 1,230 | $67K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.4% | 1,158 | $63K |
| Cambridge Trust Co. | 0.00% | No change | 939 | $51K |
| Cape Investment Advisory, Inc. | 0.02% | Add +101.0% | 764 | $42K |
| IFP Advisors, Inc | 0.00% | No change | 653 | $36K |
| Wolff Wiese Magana LLC | 0.03% | No change | 608 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 566 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 466 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | New | 355 | $19K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 340 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 307 | $17K |
| Impact Partnership Wealth, LLC | 0.01% | No change | 260 | $14K |
| CoreCap Advisors, LLC | 0.00% | New | 225 | $12K |
| Private Trust Co. NA | 0.00% | No change | 223 | $12K |
| MV Capital Management, Inc. | 0.00% | No change | 175 | $10K |
| Key Financial Inc | 0.00% | No change | 157 | $9K |
| Old Second National Bank of Aurora | 0.00% | No change | 150 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 144 | $8K |
| WASHINGTON TRUST Co | 0.00% | New | 115 | $6K |
| Hexagon Capital Partners LLC | 0.00% | New | 107 | $6K |
| National Bank of Canada | 0.00% | No change | 100 | $6K |
| Bank of Montreal | 0.00% | No change | 100 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 93 | $5K |
| Concord Wealth Partners | 0.00% | No change | 85 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.5% | 78 | $4K |
| Blair William & Co. | 0.00% | No change | 69 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 67 | $4K |
| Principal Securities, Inc. | 0.00% | New | 54 | $3K |
| Balentine LLC | 0.00% | New | 29 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 27 | $1K |
| Realta Investment Advisors | 0.00% | New | 23 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is NANR's weight in each manager's 13F, not the share of Sta STR SP S&P Nor An Res-Ui the manager owns.