Sta STR SP S&P Nor An Res-UiNANRETF

13F holders, Q4 2025 (December 31)
122holders +16
24new positions
8sold out
1famous investor
$68.08avg. 13F price*

At the end of Q4 2025, 122 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings, up 16 from Q3 2025. 24 opened new positions and 8 sold out. The largest holders were Financial Engines Advisors L.L.C. ($373.2M), Assetmark, Inc. ($29.3M) and Capital Wealth Management, LLC ($22.8M). 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 (Q4 2025)
CUSIP
78463X152
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 91Q1 2024Q2 2024: 95Q2 2024Q3 2024: 94Q3 2024Q4 2024: 105Q4 2024Q1 2025: 101Q1 2025Q2 2025: 94Q2 2025Q3 2025: 106Q3 2025Q4 2025: 122Q4 2025Q1 2026: 127Q1 2026Q2 2026: 132Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$12.2M
Exits8$7.1M

All 13F filers, Q3 2025 → Q4 2025: 463,329 shares bought and 491,972 shares sold, net −28,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 122 holders

Financial Engines Advisors L.L.C. 0.71% Reduce -3.7% 5,502,683 $373.2M
Assetmark, Inc. 0.06% Reduce -9.6% 431,969 $29.3M
Capital Wealth Management, LLC 7.38% Reduce -2.5% 336,780 $22.8M
LPL Financial LLC 0.01% Add +1.7% 293,893 $19.9M
Morgan Stanley 0.00% Add +2.7% 257,669 $17.5M
Cornerstone Planning Group LLC 2.34% Add +3764700.0% 188,240 $15.0M
Steward Partners Investment Advisory, LLC 0.08% Add +3.7% 220,572 $15.0M
Baird Financial Group, Inc. 0.02% Add +1.8% 212,758 $14.4M
Franklin Resources Inc. 0.00% Add +0.9% 183,375 $12.4M
XML Financial, LLC 0.69% Reduce -5.4% 124,139 $8.4M
Mariner, LLC 0.01% Add +5.7% 117,691 $8.0M
Schmidt P J Investment Management Inc. 1.14% Reduce -2.7% 103,389 $7.0M
CFS Investment Advisory Services, LLC 0.48% Reduce -0.1% 97,792 $6.6M
Cwm, LLC 0.02% Reduce -12.1% 84,363 $5.7M
Bank of America Corp. 0.00% Reduce -0.4% 69,283 $4.7M
Rothschild Wealth LLC 0.43% New 66,745 $4.5M
Fiduciary Alliance LLC 0.29% Add +30.7% 65,744 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 63,683 $4.3M
Hollow Brook Wealth Management LLC 0.94% No change 53,642 $3.6M
Brio Consultants, LLC 0.36% Add +2.2% 41,293 $2.8M
Stifel Financial Corp. 0.00% Add +2.6% 38,356 $2.6M
Cetera Investment Advisers 0.00% Add +32.1% 33,696 $2.3M
International Assets Investment Management, LLC 0.15% Reduce -7.2% 31,493 $2.1M
Deutsche Bank AG 0.00% Reduce -9.6% 30,858 $2.1M
Jane Street Group, LLC 0.00% Add +78.2% 29,432 $2.0M
Savvy Advisors, Inc. 0.06% New 26,419 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -2.3% 23,989 $1.6M
Citadel Advisors 0.00% New 23,266 $1.6M
Legacy Wealth Partners, LLC 0.38% — 21,920 $1.5M
D.A. Davidson & Co. 0.01% Add +4.0% 20,601 $1.4M
Stratos Wealth Partners, LTD. 0.01% Add +9.8% 19,109 $1.3M
Aaron Wealth Advisors LLC 0.07% Reduce -2.1% 18,719 $1.3M
Financial Freedom, LLC 0.62% Add +0.5% 18,534 $1.3M
Raymond James Financial Inc. 0.00% Add +2.1% 17,773 $1.2M
Stratos Investment Management, LLC 0.04% Reduce -7.5% 15,081 $1.0M
KLCM Advisors, Inc. 0.08% New 13,634 $925K
Balefire, LLC 0.17% Reduce -4.4% 12,890 $874K
Armstrong Advisory Group, Inc. 0.06% Add +73.5% 12,864 $873K
Per Stirling Capital Management, LLC. 0.09% Add +3.9% 11,883 $806K
Focus Financial Network, Inc. 0.03% Add +10.8% 11,276 $765K
Osaic Holdings, Inc. 0.00% Reduce -87.2% 10,548 $716K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 10,238 $694K
Atria Investments, Inc 0.01% New 10,080 $684K
Algorithmic Investment Models, LLC 0.77% Reduce -8.1% 9,202 $624K
MML Investors Services, LLC 0.00% Add +71.6% 9,041 $613K
Jones Financial Companies LLLP 0.00% Add +12.3% 9,005 $611K
Founders Financial Securities LLC 0.03% Add +17.1% 8,372 $568K
Horizon Investments, LLC 0.01% Add +17.1% 8,372 $568K
Private Advisor Group, LLC 0.00% Add +3.5% 8,045 $546K
Captrust Financial Advisors 0.00% New 7,721 $524K
VestGen Investment Management 0.27% Add +9.9% 7,093 $481K
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 6,653 $451K
RFG Advisory, LLC 0.01% Reduce -50.5% 6,632 $450K
FMR LLC 0.00% Add +13.8% 5,624 $381K
Royal Bank of Canada 0.00% Add +19.0% 5,247 $356K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.4% 4,728 $334K
Farther Finance Advisors, LLC 0.00% New 4,238 $287K
UBS Group AG 0.00% Reduce -18.8% 4,176 $283K
Ameritas Investment Partners, Inc. 0.01% Add +0.2% 4,118 $279K
Ameritas Advisory Services, LLC 0.01% Add +7590.4% 3,999 $271K
Virtue Capital Management, LLC 0.04% New 3,880 $268K
First Heartland Consultants, Inc. 0.02% New 3,914 $265K
Tempus Wealth Planning, LLC 0.06% Reduce -29.5% 3,864 $262K
Global View Capital Management LLC 0.05% New 3,711 $252K
Ritholtz Wealth Management 0.00% Reduce -2.4% 3,335 $226K
Mezzasalma Advisors, LLC 0.05% No change 3,177 $219K
Triumph Capital Management 0.05% Add +0.1% 3,159 $214K
Landmark Wealth Management, LLC 0.08% New 3,045 $207K
Mgo One Seven LLC 0.00% New 3,031 $206K
Atlantic Union Bankshares Corp 0.00% No change 3,023 $205K
XY Planning Network, Inc. 0.04% New 2,992 $203K
DiNuzzo Private Wealth, Inc. 0.02% No change 2,880 $195K
O'shaughnessy Asset Management, LLC 0.00% Add +3.5% 2,608 $177K
PNC Financial Services Group, Inc. 0.00% No change 2,365 $160K
Consultiva Wealth Management, Corp. 0.44% Add +0.1% 2,316 $157K
Bessemer Group Inc. 0.00% New 2,300 $156K
BlackRock, Inc. 0.00% New 2,186 $148K
Comerica Bank 0.00% Reduce -50.0% 1,955 $133K
Allworth Financial LP 0.00% Add +546.7% 1,772 $120K
Kestra Advisory Services, LLC 0.00% New 1,490 $101K
Lanark Financial, Inc. 0.01% Reduce -1.6% 1,204 $82K
Root Financial Partners, LLC 0.00% Reduce -15.9% 923 $63K
Cape Investment Advisory, Inc. 0.02% No change 780 $53K
JNBA Financial Advisors 0.00% Reduce -4.8% 779 $53K
Wolff Wiese Magana LLC 0.02% No change 608 $41K
Parallel Advisors, LLC 0.00% No change 566 $38K
IFP Advisors, Inc 0.00% Reduce -16.9% 554 $38K
Creative Financial Designs Inc. 0.00% Reduce -9.7% 543 $37K
Capital Analysts, LLC 0.00% No change 466 $32K
AE Wealth Management LLC 0.00% Reduce -0.2% 456 $31K
CoreCap Advisors, LLC 0.00% No change 451 $31K
Capital Investment Advisory Services, LLC 0.00% Reduce -6.8% 424 $29K
Kohmann Bosshard Financial Services, LLC 0.00% New 363 $25K
Raleigh Capital Management Inc. 0.01% New 333 $23K
AdvisorNet Financial, Inc 0.00% No change 224 $15K
Private Trust Co. NA 0.00% No change 223 $15K
Rockefeller Capital Management L.P. 0.00% Add +1.0% 208 $14K
Blue Trust, Inc. 0.00% No change 200 $14K
MAI Capital Management 0.00% No change 192 $13K
Evermay Wealth Management LLC 0.00% New 188 $13K
Wells Fargo & Company 0.00% Reduce -5.3% 160 $11K
Key Financial Inc 0.00% No change 157 $11K
Crewe Advisors LLC 0.00% No change 134 $9K
Sachetta, LLC 0.00% Add +1.6% 131 $9K
MGB Wealth Management, LLC 0.00% No change 93 $6K
AlphaCore Capital LLC 0.00% New 92 $6K
Concord Wealth Partners 0.00% Add +1.1% 88 $6K
Crews Bank & Trust 0.00% No change 83 $6K
Blair William & Co. 0.00% No change 69 $5K
Realta Investment Advisors 0.00% Add +125.9% 61 $4K
Atomic Invest LLC 0.00% — 55 $4K
Qube Research & Technologies Ltd 0.00% No change 48 $3K
Simplex Trading, LLC 0.00% New 48 $3K
Valley National Advisers Inc. 0.00% New 50 $3K
Balentine LLC 0.00% No change 29 $2K
Parvin Asset Management, LLC 0.00% New 20 $1K
Global Retirement Partners, LLC 0.00% Reduce -5.0% 19 $1K
NewEdge Advisors, LLC 0.00% No change 17 $1K
CX Institutional 0.00% No change 21 $1K
MTM Investment Management, LLC 0.00% No change 13 $882
Rialto Wealth Management, LLC 0.00% No change 7 $475
US Bancorp \de 0.00% No change 6 $407

"% 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.