Sta STR SP S&P Nor An Res-UiNANRETF
13F holders, Q1 2025 (March 31)101holders −4
7new positions
10sold out
1famous investor
$55.50avg. 13F price*
At the end of Q1 2025, 101 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings, down 4 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were Financial Engines Advisors L.L.C. ($329.9M), Assetmark, Inc. ($32.3M) and Capital Wealth Management, LLC ($18.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sta STR SP S&P Nor An Res-Ui
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X152
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 10 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 238,142 shares bought and 583,393 shares sold, net −345,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Financial Engines Advisors L.L.C. | 0.71% | Reduce -0.3% | 5,942,237 | $329.9M |
| Assetmark, Inc. | 0.09% | Reduce -11.9% | 582,201 | $32.3M |
| Capital Wealth Management, LLC | 7.48% | Add +3.4% | 324,904 | $18.0M |
| Franklin Resources Inc. | 0.00% | No change | 182,293 | $10.1M |
| LPL Financial LLC | 0.00% | Add +11.9% | 166,437 | $9.2M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 153,832 | $8.5M |
| Mariner, LLC | 0.01% | Reduce -35.2% | 135,187 | $7.5M |
| XML Financial, LLC | 0.67% | Reduce -3.0% | 128,816 | $7.2M |
| Schmidt P J Investment Management Inc. | 1.24% | Reduce -2.5% | 122,055 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.5% | 118,623 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +2.0% | 117,428 | $6.5M |
| Cwm, LLC | 0.02% | Add +0.6% | 110,457 | $6.1M |
| CFS Investment Advisory Services, LLC | 0.49% | Reduce -4.3% | 99,110 | $5.5M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -3.7% | 89,477 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -48.8% | 80,686 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5128.5% | 76,127 | $4.2M |
| Perritt Capital Management Inc | 2.30% | Add +3.9% | 74,981 | $4.2M |
| Stratos Investment Management, LLC | 0.18% | Reduce -2.2% | 61,385 | $3.4M |
| Hollow Brook Wealth Management LLC | 0.88% | No change | 53,642 | $3.0M |
| Brio Consultants, LLC | 0.44% | Add +3.0% | 50,459 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.2% | 49,454 | $2.7M |
| Fiduciary Alliance LLC | 0.26% | Add +6.3% | 47,188 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -16.4% | 44,845 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +1.8% | 35,319 | $2.0M |
| International Assets Investment Management, LLC | 0.17% | Reduce -9.5% | 34,926 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 34,829 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +763.1% | 34,792 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 34,475 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.5% | 24,892 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +38.2% | 23,046 | $1.3M |
| GTS Securities LLC | 0.05% | Add +194.1% | 20,892 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -77.0% | 20,042 | $1.1M |
| Citadel Advisors | 0.00% | New | 19,457 | $1.1M |
| Financial Freedom, LLC | 0.62% | Add +6.5% | 19,313 | $1.1M |
| Aaron Wealth Advisors LLC | 0.12% | Reduce -5.0% | 19,116 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.7% | 16,010 | $889K |
| Csenge Advisory Group | 0.05% | Reduce -4.8% | 16,683 | $871K |
| Flow Traders U.S. LLC | 0.03% | New | 14,499 | $805K |
| Focus Financial Network, Inc. | 0.03% | Add +6.8% | 13,589 | $754K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -65.4% | 13,423 | $745K |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 13,149 | $730K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +1.5% | 10,938 | $607K |
| Susquehanna International Group, LLP | 0.00% | New | 10,714 | $595K |
| UBS Group AG | 0.00% | Reduce -8.7% | 9,089 | $505K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 9,049 | $502K |
| Tempus Wealth Planning, LLC | 0.14% | No change | 8,151 | $452K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 8,127 | $451K |
| Virtu Financial LLC | 0.02% | Reduce -62.9% | 7,359 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -83.7% | 6,995 | $388K |
| VestGen Investment Management | 0.26% | Add +11.2% | 6,269 | $348K |
| Virtue Capital Management, LLC | 0.04% | New | 6,101 | $339K |
| Founders Financial Securities LLC | 0.03% | Add +6.4% | 6,041 | $322K |
| Algorithmic Investment Models, LLC | 0.23% | Add +4.3% | 5,676 | $315K |
| Jones Financial Companies LLLP | 0.00% | Add +29.5% | 4,761 | $263K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 4,328 | $240K |
| Horizon Investments, LLC | 0.01% | Add +9.0% | 4,208 | $234K |
| FMR LLC | 0.00% | Add +14.5% | 4,141 | $230K |
| Comerica Bank | 0.00% | No change | 3,909 | $217K |
| Sandy Spring Bank | 0.01% | Reduce -3.7% | 3,581 | $199K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,299 | $183K |
| Royal Bank of Canada | 0.00% | Reduce -50.9% | 2,954 | $164K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 2,880 | $160K |
| Consultiva Wealth Management, Corp. | 0.44% | No change | 2,309 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.1% | 2,662 | $125K |
| Mather Group, Llc. | 0.00% | Reduce -11.1% | 1,654 | $92K |
| Lanark Financial, Inc. | 0.01% | — | 1,202 | $66K |
| JNBA Financial Advisors | 0.01% | No change | 908 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1.6% | 786 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 780 | $43K |
| AE Wealth Management LLC | 0.00% | Add +76.0% | 739 | $41K |
| IFP Advisors, Inc | 0.00% | No change | 663 | $37K |
| Wolff Wiese Magana LLC | 0.02% | No change | 608 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +98.0% | 608 | $34K |
| Parallel Advisors, LLC | 0.00% | No change | 566 | $31K |
| Wells Fargo & Company | 0.00% | Reduce -86.9% | 502 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 517 | $26K |
| Capital Analysts, LLC | 0.00% | No change | 466 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +101.3% | 465 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 277 | $15K |
| Private Trust Co. NA | 0.00% | No change | 223 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -99.0% | 200 | $11K |
| MAI Capital Management | 0.00% | No change | 192 | $11K |
| Bank of Montreal | 0.00% | New | 175 | $10K |
| Sachetta, LLC | 0.00% | Reduce -17.7% | 167 | $9K |
| Key Financial Inc | 0.00% | No change | 157 | $9K |
| Simplex Trading, LLC | 0.00% | New | 135 | $7K |
| Blair William & Co. | 0.00% | No change | 118 | $7K |
| MGB Wealth Management, LLC | 0.00% | No change | 93 | $5K |
| Concord Wealth Partners | 0.00% | No change | 87 | $5K |
| Crews Bank & Trust | 0.00% | No change | 83 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 75 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 62 | $3K |
| Allworth Financial LP | 0.00% | No change | 63 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 48 | $3K |
| Balentine LLC | 0.00% | No change | 29 | $2K |
| CX Institutional | 0.00% | New | 21 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 11 | $611 |
| Rialto Wealth Management, LLC | 0.00% | No change | 7 | $389 |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $167 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $67 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.0% | 1 | $56 |
"% 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.