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Disclosery

NANR SPDR INDEX SHS FDS

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SHS (fund)

103 managers (106 13F filers) reported a position in NANR shares at 2024-12-31, 9,715,737 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
103
13F filers
106
New
18
Added
35
Reduced
22
Sold out
7
Shares held by filers
9,715,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.5,957,775$305M0.64%-94,92613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC661,080$33.8M0.09%+660,63213F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC314,378$16.1M6.89%+71,24313F-HRTimeline
Mariner, LLCin group Mariner, LLC208,627$10.7M0.02%+124,16713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY194,395$9.94M<0.01%+135,36013F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources182,293$9.32M<0.01%+1,98413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,723$8.06M<0.01%-25,42513F-HRTimelineGroup
LPL Financial LLC148,743$7.6M<0.01%+15,20613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding135,047$6.9M+40,334Timeline
XML Financial, LLC132,820$6.79M0.62%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC125,239$6.4M1.11%-2,02913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,108$5.88M0.01%+91,53813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding112,465$5.75M-9,962Timeline
CWM, LLCin group CWM, LLC109,791$5.61M0.02%+108,57113F-HRTimelineGroup
CFS Investment Advisory Services, LLC103,531$5.29M0.47%-45313F-HRTimeline
First Horizon Advisors, Inc.92,903$4.75M0.13%+2,43013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,252$4.46M0.01%+80,52713F-HR/ATimelineGroup
Perritt Capital Management Inc72,170$3.69M1.92%-81213F-HRTimeline
Aveo Capital Partners, LLC68,354$3.49M0.38%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\53,656$2.74M<0.01%-2,37813F-HR/ATimelineGroup
Hollow Brook Wealth Management LLC53,642$2.74M0.84%013F-HRTimeline
Brio Consultants, LLC48,965$2.5M0.39%+17,51613F-HRTimeline
Fiduciary Alliance LLC44,410$2.27M0.23%+4,73513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,876$2.19M<0.01%+2,16813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38,581$2M0.17%new13F-HRTimeline
Cambridge Investment Research Advisors,…38,783$1.98M0.01%-102,18613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,972$1.94M<0.01%+3,69613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,619$1.72M<0.01%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,909$1.68M<0.01%-50813F-HRTimelineGroup
D.A. DAVIDSON & CO.25,807$1.32M0.01%+1,87113F-HRTimeline
Blue Trust, Inc.21,067$1.08M0.01%+73813F-HR/ATimeline
Aaron Wealth Advisors LLC20,116$1.03M0.12%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC19,819$1.01M0.05%new13F-HRTimelineGroup
Financial Freedom, LLC18,129$927K0.49%-813F-HRTimeline
Csenge Advisory Group17,524$896K0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,675$852K<0.01%+3,33413F-HRTimelineGroup
Focus Financial Network, Inc.12,728$651K0.03%+6,22113F-HRTimeline
Cetera Investment Advisers12,162$622K<0.01%+8,15913F-HRTimeline
Per Stirling Capital Management, LLC.10,780$551K0.08%+1,28013F-HRTimeline
UBS Group AGin group UBS Group AG9,955$509K<0.01%-15,98713F-HRTimelineGroup
Tempus Wealth Planning, LLC8,151$417K0.13%-37913F-HRTimeline
Private Advisor Group, LLC8,116$415K<0.01%-74413F-HRTimeline
GTS SECURITIES LLC7,103$363K0.02%+1,95013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,019$308K<0.01%+2,71513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC5,680$290K0.03%+30813F-HRTimeline
VestGen Investment Management5,637$288K0.08%new13F-HRTimeline
Algorithmic Investment Models, LLC5,442$278K0.21%new13F-HRTimeline
HB Wealth Management, LLC5,370$275K<0.01%+94313F-HRTimeline
Global Retirement Partners, LLC5,178$265K0.01%-2,85613F-HRTimeline
Atria Wealth Solutions, Inc.4,311$220K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,280$219K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,048$207K<0.01%-50013F-HR/ATimeline
Prime Capital Investment Advisors, LLC4,031$206K<0.01%new13F-HRTimeline
Atria Investments, Inc3,943$202K<0.01%new13F-HRTimeline
COMERICA BANK3,909$200K<0.01%013F-HR/ATimeline
Horizon Investments, LLC3,862$197K0.01%+30813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,833$196K<0.01%-14713F-HRTimelineGroup
Sandy Spring Bank3,720$190K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,677$188K<0.01%+35413F-HRTimelineGroup
FMR LLCin group FMR LLC3,618$185K<0.01%+15113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,299$169K0.01%+3213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,896$152K<0.01%+23413F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.2,880$147K0.02%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,309$118K0.59%+513F-HRTimeline
MATHER GROUP, LLC.1,861$95.1K<0.01%013F-HRTimeline
Financial Life Planners1,599$81.7K0.07%13F-HRTimeline
Steward Partners Investment Advisory, L…1,456$74.4K<0.01%-513F-HRTimeline
JNBA Financial Advisors908$46.4K<0.01%-48513F-HRTimeline
Coppell Advisory Solutions LLC856$43.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV780$39.9K<0.01%-60213F-HRTimeline
Cape Investment Advisory, Inc.774$39.6K0.02%013F-HRTimeline
IFP Advisors, Inc663$33.9K<0.01%-10713F-HRTimeline
WOLFF WIESE MAGANA LLC608$31.1K0.02%013F-HRTimeline
Parallel Advisors, LLC566$28.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC517$26.4K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC466$24K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\467$23.9K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC420$21.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC307$15.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC277$14.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…231$11.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA223$11.4K<0.01%013F-HRTimeline
Sachetta, LLC203$10.4K<0.01%-20913F-HRTimeline
MAI Capital Management192$9.81K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.175$8.95K<0.01%013F-HRTimeline
Key Financial Inc157$8.02K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL118$6.03K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102$5.21K<0.01%+113F-HRTimelineGroup
MGB Wealth Management, LLC93$4.75K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners87$4.42K<0.01%+213F-HRTimelineGroup
Crews Bank & Trust83$4.24K<0.01%13F-HRTimeline
Hopwood Financial Services, Inc.75$3.83K<0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC67$3.42K<0.01%013F-HRTimeline
Allworth Financial LP63$3.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62$3.17K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd48$2.45K<0.01%013F-HRTimeline
Balentine LLC29$1.48K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC11$562<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC7$358<0.01%13F-HRTimeline
Hexagon Capital Partners LLC3$153<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$620.01%-1,21813F-HRTimeline
Glen Eagle Advisors, LLC1$61<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.