SPDR INDEX SHS FDS (NANR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
130
Reporting holders
$562.6M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $318.8M | 4,222,651 | 0.57% | 31q | HELD |
| CAPITAL WEALTH MANAGEMENT, LLC | $27.0M | 357,181 | 6.48% | 14q | HELD |
| LPL Financial LLC | $24.1M | 319,736 | 0.01% | 22q | -4.9%-$1.3M |
| Cornerstone Planning Group LLC | $16.7M | 206,378 | 2.10% | 4q | +4.2%+$668.1K |
| MORGAN STANLEY | $16.4M | 217,495 | 0.00% | 35q | -26.0%-$5.8M |
| Baird Financial Group, Inc. | $15.6M | 206,778 | 0.02% | 8q | HELD |
| FRANKLIN RESOURCES INC | $13.1M | 173,125 | 0.00% | 17q | +0.7%+$94.4K |
| XML Financial, LLC | $10.7M | 142,187 | 0.78% | 7q | +12.1%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 125,831 | 0.00% | 31q | +9.0%+$786.9K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $7.6M | 100,006 | 1.17% | 17q | -1.9%-$146.7K |
| CFS Investment Advisory Services, LLC | $7.2M | 94,701 | 0.48% | 20q | -0.5%-$38.3K |
| GOLDMAN SACHS GROUP INC | $5.7M | 75,075 | 0.00% | new | NEW |
| Mariner, LLC | $5.6M | 74,553 | 0.01% | 20q | -15.5%-$1.0M |
| Fiduciary Alliance LLC | $5.5M | 72,606 | 0.37% | 12q | +2.5%+$132.0K |
| Steward Partners Investment Advisory, LLC | $5.0M | 66,819 | 0.03% | 14q | -60.6%-$7.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 66,725 | 0.00% | 31q | -3.4%-$174.6K |
| HighTower Advisors, LLC | $4.8M | 63,919 | 0.00% | 2q | +18.9%+$768.4K |
| Rothschild Wealth LLC | $4.4M | 57,720 | 0.35% | 3q | -11.6%-$573.8K |
| Hollow Brook Wealth Management LLC | $4.0M | 53,642 | 0.80% | 16q | HELD |
| Private Advisory Group LLC | $3.8M | 50,415 | 0.21% | 2q | +22.0%+$685.4K |
| Brio Consultants, LLC | $3.1M | 40,406 | 0.36% | 16q | +5.8%+$166.2K |
| STIFEL FINANCIAL CORP | $2.9M | 38,740 | 0.00% | 14q | +1.7%+$49.4K |
| Cetera Investment Advisers | $2.9M | 37,773 | 0.00% | 9q | +15.1%+$374.9K |
| Coppell Advisory Solutions LLC | $2.6M | 658 | 0.21% | new | NEW |
| Certified Advisory Corp | $2.4M | 32,348 | 0.20% | 2q | +31.9%+$591.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.2M | 28,782 | 0.13% | 7q | -8.9%-$210.5K |
| Savvy Advisors, Inc. | $2.0M | 26,809 | 0.04% | 3q | +3.4%+$66.8K |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 26,800 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 26,607 | 0.00% | 7q | +19.1%+$322.0K |
| MML INVESTORS SERVICES, LLC | $2.0M | 26,426 | 0.00% | 5q | +259.0%+$1.4M |
| D.A. DAVIDSON & CO. | $1.9M | 24,676 | 0.01% | 16q | +18.8%+$294.7K |
| Stratos Wealth Partners, LTD. | $1.6M | 20,717 | 0.02% | 10q | -0.9%-$13.7K |
| Financial Freedom, LLC | $1.5M | 20,479 | 0.71% | 15q | +5.6%+$81.7K |
| Norris Financial Group, LLC | $1.4M | 19,032 | 0.57% | 2q | +9.6%+$125.7K |
| DEUTSCHE BANK AG\ | $1.2M | 16,298 | 0.00% | 19q | -3.9%-$49.6K |
| Aaron Wealth Advisors LLC | $1.2M | 16,142 | 0.06% | 23q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.2M | 15,671 | 0.07% | 4q | +10.4%+$111.7K |
| KLCM Advisors, Inc. | $1.0M | 13,634 | 0.08% | 3q | HELD |
| Stratos Investment Management, LLC | $996.3K | 13,195 | 0.04% | 20q | -12.5%-$142.3K |
| OSAIC HOLDINGS, INC. | $959.3K | 12,704 | 0.00% | 24q | +61.8%+$366.2K |
| Focus Financial Network, Inc. | $952.9K | 12,621 | 0.03% | 8q | +8.3%+$73.0K |
| Per Stirling Capital Management, LLC. | $937.1K | 12,413 | 0.09% | 12q | +4.1%+$37.1K |
| JONES FINANCIAL COMPANIES LLLP | $928.0K | 12,193 | 0.00% | 9q | +3.1%+$27.9K |
| Virtue Capital Management, LLC | $876.2K | 11,605 | 0.12% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $819.6K | 10,855 | 0.02% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $668.9K | 8,859 | 0.03% | 8q | +8.2%+$50.9K |
| Horizon Investments, LLC | $668.9K | 8,859 | 0.01% | 11q | -45.8%-$565.1K |
| UBS Group AG | $599.4K | 7,939 | 0.00% | 31q | +39.9%+$171.1K |
| ROYAL BANK OF CANADA | $532.0K | 7,047 | 0.00% | 31q | +15.9%+$73.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $505.5K | 6,695 | 0.00% | 21q | +0.8%+$3.9K |
| RFG Advisory, LLC | $480.3K | 6,362 | 0.01% | 4q | -3.5%-$17.2K |
| RITHOLTZ WEALTH MANAGEMENT | $475.2K | 6,294 | 0.00% | 4q | +99.7%+$237.2K |
| CAPTRUST FINANCIAL ADVISORS | $456.3K | 6,044 | 0.00% | 3q | +21.5%+$80.8K |
| FMR LLC | $435.5K | 5,769 | 0.00% | 23q | -4.0%-$18.1K |
| ENVESTNET ASSET MANAGEMENT INC | $359.3K | 4,759 | 0.00% | 10q | +20.3%+$60.7K |
| ASSETMARK, INC | $350.3K | 4,640 | 0.00% | 8q | -8.6%-$32.8K |
| Planning Strategies Inc. | $331.7K | 4,394 | 0.21% | new | FIRST |
| Ausdal Financial Partners, Inc. | $319.6K | 4,233 | 0.01% | new | NEW |
| Focus Partners Wealth | $317.3K | 4,202 | 0.00% | 2q | +103.8%+$161.6K |
| First Heartland Consultants, Inc. | $299.4K | 3,965 | 0.02% | 3q | +14.2%+$37.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $297.8K | 3,945 | 0.00% | 13q | +61.7%+$113.6K |
| Atria Investments, Inc | $295.1K | 3,908 | 0.00% | 3q | +12.5%+$32.8K |
| Ameritas Investment Partners, Inc. | $287.7K | 3,810 | 0.01% | 31q | HELD |
| Private Advisor Group, LLC | $283.4K | 3,754 | 0.00% | 28q | -56.8%-$371.9K |
| Arax Advisory Partners | $282.2K | 3,738 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $275.1K | 3,644 | 0.00% | 3q | +34.8%+$71.0K |
| Tempus Wealth Planning, LLC | $266.3K | 3,527 | 0.05% | 10q | -10.8%-$32.4K |
| Cooper Financial Group | $260.5K | 3,451 | 0.02% | 2q | HELD |
| Landmark Wealth Management, LLC | $255.5K | 3,384 | 0.06% | 3q | +2.5%+$6.1K |
| XY Planning Network, Inc. | $251.5K | 3,331 | 0.03% | 3q | +1.6%+$4.0K |
| Mezzasalma Advisors, LLC | $239.9K | 3,177 | 0.05% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $230.0K | 3,000 | 0.00% | 5q | -8.9%-$22.5K |
| Atlantic Union Bankshares Corp | $228.2K | 3,023 | 0.00% | 5q | HELD |
| J.W. COLE ADVISORS, INC. | $223.6K | 2,961 | 0.00% | 2q | -21.8%-$62.3K |
| DiNuzzo Private Wealth, Inc. | $217.4K | 2,880 | 0.02% | 11q | HELD |
| Snowden Capital Advisors LLC | $203.6K | 2,697 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $185.2K | 2,454 | 0.00% | 2q | +893.5%+$166.5K |
| PNC Financial Services Group, Inc. | $178.6K | 2,365 | 0.00% | 7q | HELD |
| BlackRock, Inc. | $165.0K | 2,186 | 0.00% | 3q | HELD |
| Triumph Capital Management | $154.6K | 2,048 | 0.03% | 4q | -29.6%-$64.9K |
| FIFTH THIRD BANCORP | $147.6K | 1,955 | 0.00% | 2q | HELD |
| MATHER GROUP, LLC. | $124.9K | 1,654 | 0.00% | 2q | HELD |
| Copia Wealth Management | $117.0K | 1,550 | 0.07% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $107.3K | 1,421 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $91.2K | 1,207 | 0.01% | 12q | HELD |
| Financial Life Planners | $65.7K | 870 | 0.04% | 2q | +0.8% |
| Integrated Wealth Concepts LLC | $57.9K | 767 | 0.00% | new | NEW |
| AE Wealth Management LLC | $57.9K | 767 | 0.00% | 7q | +11.8%+$6.1K |
| JNBA Financial Advisors | $54.6K | 723 | 0.00% | 26q | -4.0%-$2.3K |
| WOLFF WIESE MAGANA LLC | $45.9K | 608 | 0.02% | 23q | HELD |
| Parallel Advisors, LLC | $42.7K | 566 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $41.8K | 554 | 0.00% | 21q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $34.4K | 456 | 0.00% | 13q | -16.0%-$6.6K |
| CoreCap Advisors, LLC | $34.1K | 451 | 0.00% | 10q | HELD |
| Farther Finance Advisors, LLC | $24.8K | 328 | 0.00% | 3q | -79.7%-$97.5K |
| Rockefeller Capital Management L.P. | $23.4K | 310 | 0.00% | 4q | -37.4%-$14.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $23.3K | 309 | 0.00% | new | FIRST |
| Ameritas Advisory Services, LLC | $22.3K | 296 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $21.9K | 290 | 0.00% | 8q | -8.8%-$2.1K |
| Allworth Financial LP | $20.9K | 277 | 0.00% | 9q | -62.4%-$34.7K |
Showing the largest 100 of 134 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 130 | $562.6M | 7,437,126 | 19 | 44 | 29 | 0.0% |
| Q1 2026 | 120 | $648.6M | 7,726,980 | 21 | 31 | 37 | 0.0% |
| Q4 2025 | 115 | $616.9M | 9,061,224 | 21 | 34 | 28 | 0.0% |
| Q3 2025 | 101 | $584.6M | 9,053,293 | 19 | 28 | 25 | 0.0% |
| Q2 2025 | 86 | $485.5M | 8,574,678 | 8 | 23 | 28 | 0.0% |
| Q1 2025 | 91 | $505.8M | 9,112,842 | 4 | 29 | 25 | 0.0% |
| Q4 2024 | 99 | $480.5M | 9,400,471 | 17 | 31 | 19 | 0.0% |
| Q3 2024 | 87 | $465.8M | 8,222,860 | 12 | 26 | 26 | 0.0% |
| Q2 2024 | 87 | $454.5M | 8,344,556 | 14 | 24 | 23 | 0.0% |
| Q1 2024 | 86 | $452.3M | 8,287,574 | 18 | 19 | 22 | 0.0% |
| Q4 2023 | 80 | $436.2M | 8,560,613 | 8 | 24 | 23 | 0.0% |
| Q3 2023 | 80 | $452.3M | 8,543,740 | 12 | 18 | 23 | 0.0% |
| Q2 2023 | 75 | $438.8M | 8,506,031 | 7 | 27 | 23 | 0.0% |
| Q1 2023 | 75 | $451.6M | 8,417,827 | 12 | 21 | 24 | 0.0% |
| Q4 2022 | 77 | $525.5M | 9,738,486 | 22 | 24 | 17 | 0.0% |
| Q3 2022 | 69 | $437.1M | 9,123,694 | 15 | 26 | 17 | 0.0% |
| Q2 2022 | 73 | $538.1M | 10,926,601 | 21 | 25 | 14 | 0.0% |
| Q1 2022 | 61 | $533.7M | 10,194,042 | 24 | 18 | 10 | 0.2% |
| Q4 2021 | 44 | $461.5M | 10,476,046 | 5 | 13 | 12 | 0.0% |
| Q3 2021 | 46 | $430.6M | 10,811,344 | 8 | 10 | 10 | 0.0% |
| Q2 2021 | 44 | $483.4M | 11,621,063 | 15 | 9 | 7 | 0.0% |
| Q1 2021 | 34 | $463.0M | 12,028,463 | 8 | 5 | 8 | 0.0% |
| Q4 2020 | 29 | $406.4M | 12,266,558 | 6 | 7 | 7 | 0.0% |
| Q3 2020 | 24 | $382.7M | 13,404,384 | 7 | 4 | 7 | 0.0% |
| Q2 2020 | 25 | $465.7M | 16,013,207 | 5 | 4 | 9 | 0.0% |
| Q1 2020 | 25 | $392.8M | 17,967,268 | 3 | 4 | 9 | 0.0% |
| Q4 2019 | 28 | $746.4M | 22,120,344 | 7 | 10 | 6 | 0.0% |
| Q3 2019 | 21 | $681.3M | 21,698,581 | 4 | 5 | 7 | 0.0% |
| Q2 2019 | 24 | $676.1M | 20,783,701 | 6 | 6 | 5 | 0.0% |
| Q1 2019 | 22 | $678.1M | 20,804,661 | 2 | 5 | 11 | 0.0% |
| Q4 2018 | 22 | $593.3M | 20,473,693 | 1 | 0 | 1 | 0.0% |