Sta STR SP S&P Nor An Res-UiNANRETF

13F holders, Q1 2026 (March 31)
127holders +5
23new positions
15sold out
1famous investor
$83.94avg. 13F price*

At the end of Q1 2026, 127 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings, up 5 from Q4 2025. 23 opened new positions and 15 sold out. The largest holders were Financial Engines Advisors L.L.C. ($355.8M), Capital Wealth Management, LLC ($30.1M) and LPL Financial LLC ($28.2M). 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 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions23$34.8M
Exits15$4.4M

All 13F filers, Q4 2025 → Q1 2026: 614,215 shares bought and 1,952,986 shares sold, net −1,338,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Financial Engines Advisors L.L.C. 0.72% Reduce -23.0% 4,236,126 $355.8M
Capital Wealth Management, LLC 8.13% Add +6.3% 357,891 $30.1M
LPL Financial LLC 0.01% Add +14.4% 336,303 $28.2M
Morgan Stanley 0.00% Add +14.0% 293,744 $24.7M
Baird Financial Group, Inc. 0.03% Reduce -2.9% 206,520 $17.3M
Cornerstone Planning Group LLC 2.19% Add +5.2% 198,105 $16.4M
Franklin Resources Inc. 0.00% Reduce -6.3% 171,875 $14.4M
Steward Partners Investment Advisory, LLC 0.07% Reduce -23.1% 169,730 $14.3M
Susquehanna International Group, LLP 0.02% New 147,875 $12.4M
XML Financial, LLC 0.86% Add +2.2% 126,838 $10.7M
Bank of America Corp. 0.00% Add +66.6% 115,409 $9.7M
Schmidt P J Investment Management Inc. 1.44% Reduce -1.4% 101,949 $8.6M
CFS Investment Advisory Services, LLC 0.55% Reduce -2.6% 95,205 $7.9M
Mariner, LLC 0.01% Reduce -25.0% 88,278 $7.4M
Flow Traders U.S. LLC 0.21% New 77,173 $6.5M
Cwm, LLC 0.02% Reduce -9.5% 76,316 $6.4M
Fiduciary Alliance LLC 0.36% Add +7.8% 70,858 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.4% 69,038 $5.8M
Rothschild Wealth LLC 0.50% Reduce -2.1% 65,320 $5.5M
HighTower Advisors, LLC 0.00% New 53,741 $4.5M
Hollow Brook Wealth Management LLC 1.15% No change 53,642 $4.5M
Private Advisory Group LLC 0.24% New 41,337 $3.5M
Stifel Financial Corp. 0.00% Reduce -0.7% 38,086 $3.2M
Brio Consultants, LLC 0.39% Reduce -7.5% 38,205 $3.2M
Cetera Investment Advisers 0.00% Reduce -2.6% 32,808 $2.8M
International Assets Investment Management, LLC 0.18% Add +0.3% 31,591 $2.7M
Citadel Advisors 0.00% Add +19.1% 27,705 $2.3M
Savvy Advisors, Inc. 0.06% Reduce -1.9% 25,924 $2.2M
Certified Advisory Corp 0.18% New 24,516 $2.1M
U.S. Capital Wealth Advisors, LLC 0.05% New 24,213 $2.0M
Raymond James Financial Inc. 0.00% Add +25.7% 22,342 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +9.4% 20,899 $1.8M
D.A. Davidson & Co. 0.01% Add +0.8% 20,773 $1.7M
Financial Freedom, LLC 0.81% Add +4.7% 19,397 $1.6M
Norris Financial Group, LLC 0.48% New 17,367 $1.5M
Deutsche Bank AG 0.00% Reduce -45.0% 16,955 $1.4M
Horizon Investments, LLC 0.02% Add +95.2% 16,344 $1.4M
Aaron Wealth Advisors LLC 0.08% Reduce -13.8% 16,142 $1.4M
Stratos Investment Management, LLC 0.05% Reduce -0.0% 15,080 $1.3M
Armstrong Advisory Group, Inc. 0.08% Add +10.3% 14,191 $1.2M
KLCM Advisors, Inc. 0.10% No change 13,634 $1.1M
Per Stirling Capital Management, LLC. 0.11% Add +0.3% 11,921 $1.0M
Jones Financial Companies LLLP 0.00% Add +31.3% 11,826 $985K
Focus Financial Network, Inc. 0.04% Add +3.4% 11,654 $979K
Jane Street Group, LLC 0.00% Reduce -64.3% 10,514 $883K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.6% 8,947 $752K
Private Advisor Group, LLC 0.00% Add +7.9% 8,680 $729K
Founders Financial Securities LLC 0.04% Reduce -2.2% 8,185 $687K
Osaic Holdings, Inc. 0.00% Reduce -25.5% 7,854 $660K
MML Investors Services, LLC 0.00% Reduce -18.6% 7,360 $618K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 6,644 $558K
RFG Advisory, LLC 0.01% Reduce -0.6% 6,590 $554K
Marshall Wace, LLP 0.00% New 6,300 $529K
Royal Bank of Canada 0.00% Add +15.9% 6,080 $510K
FMR LLC 0.00% Add +6.8% 6,009 $505K
UBS Group AG 0.00% Add +35.9% 5,673 $477K
Assetmark, Inc. 0.00% Reduce -98.8% 5,074 $426K
Captrust Financial Advisors 0.00% Reduce -35.6% 4,974 $418K
HRT Financial LP 0.00% New 4,281 $359K
Tempus Wealth Planning, LLC 0.08% Add +2.4% 3,956 $332K
Envestnet Asset Management Inc. 0.00% Reduce -83.5% 3,955 $332K
Ameritas Investment Partners, Inc. 0.01% Reduce -7.2% 3,823 $321K
J.W. Cole Advisors, Inc. 0.01% New 3,786 $318K
Atria Investments, Inc 0.00% Reduce -65.5% 3,473 $292K
Cooper Financial Group 0.03% New 3,449 $290K
First Heartland Consultants, Inc. 0.02% Reduce -11.3% 3,473 $282K
Landmark Wealth Management, LLC 0.07% Add +8.5% 3,303 $277K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -30.3% 3,294 $277K
XY Planning Network, Inc. 0.04% Add +9.6% 3,278 $275K
Mezzasalma Advisors, LLC 0.07% No change 3,177 $267K
Ritholtz Wealth Management 0.00% Reduce -5.5% 3,152 $265K
Atlantic Union Bankshares Corp 0.00% No change 3,023 $254K
Triumph Capital Management 0.05% Reduce -8.0% 2,908 $244K
DiNuzzo Private Wealth, Inc. 0.03% No change 2,880 $242K
Mgo One Seven LLC 0.00% Reduce -10.8% 2,703 $227K
Focus Partners Wealth 0.00% New 2,062 $219K
O'shaughnessy Asset Management, LLC 0.00% Reduce -6.4% 2,440 $205K
Wealthfront Advisers LLC 0.00% New 4,115 $205K
Global View Capital Management LLC 0.05% Reduce -35.8% 2,381 $200K
PNC Financial Services Group, Inc. 0.00% No change 2,365 $199K
Consultiva Wealth Management, Corp. 0.56% Add +0.0% 2,317 $195K
BlackRock, Inc. 0.00% No change 2,186 $184K
Fifth Third Bancorp 0.00% New 1,955 $164K
Mather Group, Llc. 0.00% New 1,654 $139K
Farther Finance Advisors, LLC 0.00% Reduce -61.8% 1,619 $136K
Lanark Financial, Inc. 0.01% No change 1,204 $101K
Root Financial Partners, LLC 0.00% Reduce -3.3% 893 $75K
Financial Life Planners 0.06% New 863 $73K
Blair William & Co. 0.00% Add +1018.8% 772 $65K
JNBA Financial Advisors 0.01% Reduce -3.3% 753 $63K
Allworth Financial LP 0.00% Reduce -58.4% 737 $62K
AE Wealth Management LLC 0.00% Add +50.4% 686 $58K
Wolff Wiese Magana LLC 0.03% No change 608 $51K
Parallel Advisors, LLC 0.00% No change 566 $48K
IFP Advisors, Inc 0.00% No change 554 $47K
Creative Financial Designs Inc. 0.00% No change 543 $46K
Rockefeller Capital Management L.P. 0.00% Add +138.0% 495 $42K
Capital Analysts, LLC 0.00% No change 466 $39K
CoreCap Advisors, LLC 0.00% No change 451 $38K
Capital Investment Advisory Services, LLC 0.00% Reduce -25.0% 318 $27K
JPMorgan Chase & Co. 0.00% New 247 $20K
AdvisorNet Financial, Inc 0.00% No change 224 $19K
Private Trust Co. NA 0.00% No change 223 $19K
Wells Fargo & Company 0.00% Add +36.3% 218 $18K
Blue Trust, Inc. 0.00% No change 200 $17K
Evermay Wealth Management LLC 0.00% Add +2.1% 192 $16K
MAI Capital Management 0.00% No change 192 $16K
Key Financial Inc 0.00% No change 157 $13K
Bank of Montreal 0.00% New 145 $12K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 138 $12K
Crewe Advisors LLC 0.00% No change 134 $11K
Sachetta, LLC 0.01% No change 131 $11K
United Financial Planning Group LLC 0.01% New 125 $11K
NewEdge Advisors, LLC 0.00% Add +629.4% 124 $10K
Simplex Trading, LLC 0.00% Add +106.3% 99 $8K
Ashton Thomas Private Wealth, LLC 0.00% New 92 $8K
AlphaCore Capital LLC 0.00% No change 92 $8K
Crews Bank & Trust 0.00% No change 83 $7K
Realta Investment Advisors 0.00% Add +24.6% 76 $6K
Cassaday & Co Wealth Management LLC 0.00% New 70 $6K
Qube Research & Technologies Ltd 0.00% No change 48 $4K
Valley National Advisers Inc. 0.00% No change 50 $4K
MBM Wealth Consultants, LLC 0.00% New 47 $4K
Balentine LLC 0.00% No change 29 $2K
CX Institutional 0.00% No change 21 $2K
MTM Investment Management, LLC 0.00% No change 13 $1K
Rialto Wealth Management, LLC 0.00% No change 7 $588

"% 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.