Sta STR SP S&P Nor An Res-UiNANRETF

13F holders, Q2 2026 (June 30)
132holders +5
17new positions
13sold out
$75.99avg. 13F price*

At the end of Q2 2026, 132 institutions reported holding Sta STR SP S&P Nor An Res-Ui (NANR) in their 13F filings, up 5 from Q1 2026. 17 opened new positions and 13 sold out. The largest holders were Financial Engines Advisors L.L.C. ($318.8M), Capital Wealth Management, LLC ($27.0M) and LPL Financial LLC ($24.1M).

Company
Sta STR SP S&P Nor An Res-Ui
Filed as
SPDR INDEX SHS FDS (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$13.0M
Exits13$23.7M

All 13F filers, Q1 2026 → Q2 2026: 264,838 shares bought and 543,975 shares sold, net −279,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

Financial Engines Advisors L.L.C. 0.57% Reduce -0.3% 4,222,651 $318.8M
Capital Wealth Management, LLC 6.48% Reduce -0.2% 357,181 $27.0M
LPL Financial LLC 0.01% Reduce -4.9% 319,736 $24.1M
Cornerstone Planning Group LLC 2.10% Add +4.2% 206,378 $16.7M
Morgan Stanley 0.00% Reduce -26.0% 217,495 $16.4M
Baird Financial Group, Inc. 0.02% Add +0.1% 206,778 $15.6M
Franklin Resources Inc. 0.00% Add +0.7% 173,125 $13.1M
XML Financial, LLC 0.78% Add +12.1% 142,187 $10.7M
Bank of America Corp. 0.00% Add +9.0% 125,831 $9.5M
Schmidt P J Investment Management Inc. 1.17% Reduce -1.9% 100,006 $7.6M
CFS Investment Advisory Services, LLC 0.48% Reduce -0.5% 94,701 $7.2M
Goldman Sachs Group Inc. 0.00% New 75,075 $5.7M
Mariner, LLC 0.01% Reduce -15.6% 74,553 $5.6M
Fiduciary Alliance LLC 0.37% Add +2.5% 72,606 $5.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -60.6% 66,819 $5.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.4% 66,725 $5.0M
HighTower Advisors, LLC 0.00% Add +18.9% 63,919 $4.8M
Rothschild Wealth LLC 0.35% Reduce -11.6% 57,720 $4.4M
Hollow Brook Wealth Management LLC 0.81% No change 53,642 $4.0M
Private Advisory Group LLC 0.21% Add +22.0% 50,415 $3.8M
Brio Consultants, LLC 0.36% Add +5.8% 40,406 $3.1M
Stifel Financial Corp. 0.00% Add +1.7% 38,740 $2.9M
Cetera Investment Advisers 0.00% Add +15.1% 37,773 $2.9M
Coppell Advisory Solutions LLC 0.21% New 658 $2.6M
Certified Advisory Corp 0.20% Add +31.9% 32,348 $2.4M
International Assets Investment Management, LLC 0.13% Reduce -8.9% 28,782 $2.2M
Savvy Advisors, Inc. 0.04% Add +3.4% 26,809 $2.0M
Two Sigma Investments, LP 0.00% New 26,800 $2.0M
Raymond James Financial Inc. 0.00% Add +19.1% 26,607 $2.0M
MML Investors Services, LLC 0.00% Add +259.1% 26,426 $2.0M
D.A. Davidson & Co. 0.01% Add +18.8% 24,676 $1.9M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.9% 20,717 $1.6M
Financial Freedom, LLC 0.71% Add +5.6% 20,479 $1.5M
Norris Financial Group, LLC 0.57% Add +9.6% 19,032 $1.4M
Deutsche Bank AG 0.00% Reduce -3.9% 16,298 $1.2M
Aaron Wealth Advisors LLC 0.06% No change 16,142 $1.2M
Armstrong Advisory Group, Inc. 0.07% Add +10.4% 15,671 $1.2M
KLCM Advisors, Inc. 0.08% No change 13,634 $1.0M
Stratos Investment Management, LLC 0.04% Reduce -12.5% 13,195 $996K
Osaic Holdings, Inc. 0.00% Add +61.8% 12,704 $959K
Focus Financial Network, Inc. 0.03% Add +8.3% 12,621 $953K
Per Stirling Capital Management, LLC. 0.09% Add +4.1% 12,413 $937K
Jones Financial Companies LLLP 0.00% Add +3.1% 12,193 $928K
Virtue Capital Management, LLC 0.12% New 11,605 $876K
Independent Financial Group, LLC 0.02% New 10,855 $820K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.9% 10,009 $756K
Founders Financial Securities LLC 0.03% Add +8.2% 8,859 $669K
Horizon Investments, LLC 0.01% Reduce -45.8% 8,859 $669K
UBS Group AG 0.00% Add +39.9% 7,939 $599K
Royal Bank of Canada 0.00% Add +15.9% 7,047 $532K
Commonwealth Equity Services, LLC 0.00% Add +0.8% 6,695 $505K
RFG Advisory, LLC 0.01% Reduce -3.5% 6,362 $480K
Captrust Financial Advisors 0.00% Add +21.5% 6,044 $456K
FMR LLC 0.00% Reduce -4.0% 5,769 $436K
Envestnet Asset Management Inc. 0.00% Add +20.3% 4,759 $359K
Assetmark, Inc. 0.00% Reduce -8.6% 4,640 $350K
Planning Strategies Inc. 0.21% — 4,394 $332K
Ausdal Financial Partners, Inc. 0.01% New 4,233 $320K
Focus Partners Wealth 0.00% Add +103.8% 4,202 $317K
First Heartland Consultants, Inc. 0.02% Add +14.2% 3,965 $299K
O'shaughnessy Asset Management, LLC 0.00% Add +61.7% 3,945 $298K
Atria Investments, Inc 0.00% Add +12.5% 3,908 $295K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.3% 3,810 $288K
Private Advisor Group, LLC 0.00% Reduce -56.8% 3,754 $283K
Arax Advisory Partners 0.00% New 3,738 $282K
Mgo One Seven LLC 0.00% Add +34.8% 3,644 $275K
Tempus Wealth Planning, LLC 0.05% Reduce -10.8% 3,527 $266K
Cooper Financial Group 0.02% Add +0.1% 3,451 $261K
Landmark Wealth Management, LLC 0.06% Add +2.5% 3,384 $255K
XY Planning Network, Inc. 0.03% Add +1.6% 3,331 $251K
Mezzasalma Advisors, LLC 0.05% No change 3,177 $240K
Ritholtz Wealth Management 0.00% Reduce -0.2% 3,147 $238K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.9% 3,000 $230K
Atlantic Union Bankshares Corp 0.00% No change 3,023 $228K
J.W. Cole Advisors, Inc. 0.00% Reduce -21.8% 2,961 $224K
DiNuzzo Private Wealth, Inc. 0.02% No change 2,880 $217K
Snowden Capital Advisors LLC 0.00% New 2,697 $204K
JPMorgan Chase & Co. 0.00% Add +893.5% 2,454 $185K
PNC Financial Services Group, Inc. 0.00% No change 2,365 $179K
BlackRock, Inc. 0.00% No change 2,186 $165K
Triumph Capital Management 0.03% Reduce -29.6% 2,048 $155K
Fifth Third Bancorp 0.00% No change 1,955 $148K
Mather Group, Llc. 0.00% No change 1,654 $125K
Copia Wealth Management 0.07% New 1,550 $117K
Lanark Financial, Inc. 0.01% Add +0.3% 1,207 $91K
Financial Life Planners 0.04% Add +0.8% 870 $66K
AE Wealth Management LLC 0.00% Add +11.8% 767 $58K
JNBA Financial Advisors 0.00% Reduce -4.0% 723 $55K
Wolff Wiese Magana LLC 0.02% No change 608 $46K
Parallel Advisors, LLC 0.00% No change 566 $43K
IFP Advisors, Inc 0.00% No change 554 $42K
Capital Analysts, LLC 0.00% No change 466 $35K
Creative Financial Designs Inc. 0.00% Reduce -16.0% 456 $34K
CoreCap Advisors, LLC 0.00% No change 451 $34K
Farther Finance Advisors, LLC 0.00% Reduce -79.7% 328 $25K
Rockefeller Capital Management L.P. 0.00% Reduce -37.4% 310 $23K
Compass Financial Management LLC 0.00% — 309 $23K
Ameritas Advisory Services, LLC 0.00% New 296 $22K
Capital Investment Advisory Services, LLC 0.00% Reduce -8.8% 290 $22K
Allworth Financial LP 0.00% Reduce -62.4% 277 $21K
Bank of Montreal 0.00% Add +86.2% 270 $20K
Geneos Wealth Management Inc. 0.00% New 250 $19K
St Germain D J Co. Inc. 0.00% New 240 $18K
AdvisorNet Financial, Inc 0.00% No change 224 $17K
Private Trust Co. NA 0.00% No change 223 $17K
Blue Trust, Inc. 0.00% No change 200 $15K
Evermay Wealth Management LLC 0.00% No change 192 $14K
Cape Investment Advisory, Inc. 0.00% New 191 $14K
NewEdge Advisors, LLC 0.00% Add +49.2% 185 $14K
Wells Fargo & Company 0.00% Reduce -25.2% 163 $12K
Key Financial Inc 0.00% No change 157 $12K
Qube Research & Technologies Ltd 0.00% Add +225.0% 156 $12K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 138 $10K
Crewe Advisors LLC 0.00% No change 134 $10K
Sachetta, LLC 0.00% Add +0.8% 132 $10K
United Financial Planning Group LLC 0.00% No change 125 $9K
Blair William & Co. 0.00% Reduce -87.8% 94 $7K
Flagship Wealth Advisors, LLC 0.00% New 93 $7K
Ashton Thomas Private Wealth, LLC 0.00% Add +1.1% 93 $7K
AlphaCore Capital LLC 0.00% No change 92 $7K
Concord Wealth Partners 0.00% New 89 $7K
Realta Investment Advisors 0.00% Add +11.8% 85 $6K
Markowski Investments 0.00% — 84 $6K
Crews Bank & Trust 0.00% No change 83 $6K
Cassaday & Co Wealth Management LLC 0.00% No change 70 $5K
IFG Advisory, LLC 0.00% New 60 $5K
Valley National Advisers Inc. 0.00% No change 50 $4K
US Bancorp \de 0.00% New 32 $2K
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 $982
Rialto Wealth Management, LLC 0.00% No change 7 $529

"% 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.