Sta STR SP S&P Nor An Res-UiNANRETF
13F holders, Q4 2024 (December 31)105holders +11
18new positions
7sold out
$51.11avg. 13F price*
At the end of Q4 2024, 105 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings, up 11 from Q3 2024. 18 opened new positions and 7 sold out. The largest holders were Financial Engines Advisors L.L.C. ($304.5M), Assetmark, Inc. ($33.8M) and Capital Wealth Management, LLC ($16.1M).
- Company
- Sta STR SP S&P Nor An Res-Ui
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X152
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.2M |
| Exits | 7 | $6.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,700,915 shares bought and 384,135 shares sold, net +1,316,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Financial Engines Advisors L.L.C. | 0.64% | Reduce -1.6% | 5,957,775 | $304.5M |
| Assetmark, Inc. | 0.09% | Add +147462.5% | 661,080 | $33.8M |
| Capital Wealth Management, LLC | 6.89% | Add +29.3% | 314,378 | $16.1M |
| Mariner, LLC | 0.02% | Add +147.0% | 208,627 | $10.7M |
| Morgan Stanley | 0.00% | Add +229.3% | 194,395 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 182,293 | $9.3M |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 157,723 | $8.1M |
| LPL Financial LLC | 0.00% | Add +11.4% | 148,743 | $7.6M |
| XML Financial, LLC | 0.62% | New | 132,820 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.5% | 125,525 | $6.4M |
| Schmidt P J Investment Management Inc. | 1.11% | Reduce -1.6% | 125,239 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +388.4% | 115,108 | $5.9M |
| Cwm, LLC | 0.02% | Add +8899.3% | 109,791 | $5.6M |
| CFS Investment Advisory Services, LLC | 0.47% | Reduce -0.4% | 103,531 | $5.3M |
| First Horizon Advisors, Inc. | 0.13% | Add +2.7% | 92,903 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1197.4% | 87,252 | $4.5M |
| Perritt Capital Management Inc | 1.92% | Reduce -1.1% | 72,170 | $3.7M |
| Aveo Capital Partners, LLC | 0.38% | New | 68,354 | $3.5M |
| Stratos Investment Management, LLC | 0.19% | Add +4.9% | 62,773 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -4.2% | 53,656 | $2.7M |
| Hollow Brook Wealth Management LLC | 0.84% | No change | 53,642 | $2.7M |
| Brio Consultants, LLC | 0.39% | Add +55.7% | 48,965 | $2.5M |
| Fiduciary Alliance LLC | 0.23% | Add +11.9% | 44,410 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 42,876 | $2.2M |
| International Assets Investment Management, LLC | 0.17% | New | 38,581 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -72.5% | 38,783 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 37,972 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -31.2% | 34,689 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 33,619 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 32,909 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +7.8% | 25,807 | $1.3M |
| Blue Trust, Inc. | 0.01% | Add +3.6% | 21,067 | $1.1M |
| Aaron Wealth Advisors LLC | 0.12% | No change | 20,116 | $1.0M |
| Virtu Financial LLC | 0.05% | New | 19,819 | $1.0M |
| Financial Freedom, LLC | 0.49% | Reduce -0.0% | 18,129 | $927K |
| Csenge Advisory Group | 0.05% | New | 17,524 | $896K |
| Jane Street Group, LLC | 0.00% | Add +25.0% | 16,675 | $852K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.7% | 15,003 | $767K |
| Focus Financial Network, Inc. | 0.03% | Add +95.6% | 12,728 | $651K |
| Cetera Investment Advisers | 0.00% | Add +203.8% | 12,162 | $622K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +13.5% | 10,780 | $551K |
| UBS Group AG | 0.00% | Reduce -61.6% | 9,955 | $509K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,522 | $487K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -4.4% | 8,151 | $417K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.4% | 8,116 | $415K |
| GTS Securities LLC | 0.02% | Add +37.8% | 7,103 | $363K |
| Royal Bank of Canada | 0.00% | Add +82.2% | 6,019 | $308K |
| Founders Financial Securities LLC | 0.03% | Add +5.7% | 5,680 | $290K |
| VestGen Investment Management | 0.08% | New | 5,637 | $288K |
| Algorithmic Investment Models, LLC | 0.21% | New | 5,442 | $278K |
| HB Wealth Management, LLC | 0.00% | Add +21.3% | 5,370 | $275K |
| Global Retirement Partners, LLC | 0.01% | Reduce -35.5% | 5,178 | $265K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,311 | $220K |
| World Equity Group, Inc. | 0.05% | New | 4,280 | $219K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.0% | 4,048 | $207K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,031 | $206K |
| Atria Investments, Inc | 0.00% | New | 3,943 | $202K |
| Comerica Bank | 0.00% | No change | 3,909 | $200K |
| Horizon Investments, LLC | 0.01% | Add +8.7% | 3,862 | $197K |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 3,833 | $196K |
| Sandy Spring Bank | 0.01% | No change | 3,720 | $190K |
| Jones Financial Companies LLLP | 0.00% | Add +10.7% | 3,677 | $188K |
| FMR LLC | 0.00% | Add +4.4% | 3,618 | $185K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.0% | 3,299 | $169K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.8% | 2,896 | $152K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,880 | $147K |
| Consultiva Wealth Management, Corp. | 0.59% | Add +0.2% | 2,309 | $118K |
| Mather Group, Llc. | 0.00% | No change | 1,861 | $95K |
| Financial Life Planners | 0.07% | — | 1,599 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 1,456 | $74K |
| JNBA Financial Advisors | 0.00% | Reduce -34.8% | 908 | $46K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 856 | $43K |
| Creative Financial Designs Inc. | 0.00% | Reduce -43.6% | 780 | $40K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 774 | $40K |
| IFP Advisors, Inc | 0.00% | Reduce -13.9% | 663 | $34K |
| Wolff Wiese Magana LLC | 0.02% | No change | 608 | $31K |
| Parallel Advisors, LLC | 0.00% | No change | 566 | $29K |
| Principal Securities, Inc. | 0.00% | New | 517 | $26K |
| Capital Analysts, LLC | 0.00% | No change | 466 | $24K |
| US Bancorp \de | 0.00% | New | 467 | $24K |
| AE Wealth Management LLC | 0.00% | New | 420 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 307 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 277 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 231 | $12K |
| Private Trust Co. NA | 0.00% | No change | 223 | $11K |
| Sachetta, LLC | 0.00% | Reduce -50.7% | 203 | $10K |
| MAI Capital Management | 0.00% | New | 192 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 175 | $9K |
| Key Financial Inc | 0.00% | No change | 157 | $8K |
| Blair William & Co. | 0.00% | No change | 118 | $6K |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 102 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 93 | $5K |
| Concord Wealth Partners | 0.00% | Add +2.4% | 87 | $4K |
| Crews Bank & Trust | 0.00% | — | 83 | $4K |
| Hopwood Financial Services, Inc. | 0.00% | — | 75 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 67 | $3K |
| Allworth Financial LP | 0.00% | No change | 63 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 62 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 48 | $2K |
| Balentine LLC | 0.00% | No change | 29 | $1K |
"% 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.