NZAC SPDR INDEX SHS FDS
FollowSST SPDR MSCI (fund)
32 managers (32 13F filers) reported a position in NZAC shares at 2025-03-31, 1,827,977 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 32
- 13F filers
- 32
- New
- 2
- Added
- 12
- Reduced
- 11
- Sold out
- 6
- Shares held by filers
- 1,827,977
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| STATE STREET CORPin group STATE STREET CORP | 1,095,100 | $38.7M | <0.01% | +79,000 | 13F-HRTimelineGroup |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 172,327 | $6.1M | <0.01% | +6,954 | 13F-HRTimelineGroup |
| Invera Wealth Advisors, LLC | 126,550 | $4.48M | 2.89% | -2,396 | 13F-HR/ATimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 60,200 | $2.13M | <0.01% | +1,746 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 56,881 | $2.01M | <0.01% | -1,025 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 55,473 | $1.96M | <0.01% | +3,687 | 13F-HRTimelineGroup |
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 35,816 | $1.27M | <0.01% | -1,163 | 13F-HRTimelineGroup |
| LPL Financial LLC | 34,191 | $1.21M | <0.01% | +6,631 | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 33,825 | $1.2M | 0.12% | -9,702 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 29,575 | $1.05M | <0.01% | +22,701 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 24,425 | $864K | <0.01% | -1,638 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 18,745 | $663K | <0.01% | +710 | 13F-HR/ATimelineGroup |
| Fingerlakes Wealth Management, Inc. | 12,614 | $446K | 0.38% | -112 | 13F-HRTimeline |
| CWC Advisors, LLC. | 10,087 | $357K | 0.2% | +24 | 13F-HRTimeline |
| UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI… | 7,950 | $281K | <0.01% | -286 | 13F-HRTimelineGroup |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 6,444 | $228K | 0.01% | 0 | 13F-HRTimelineGroup |
| MATHER GROUP, LLC. | 6,166 | $218K | <0.01% | +55 | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 6,011 | $213K | <0.01% | new | 13F-HRTimeline |
| Monument Group Wealth Advisors, LLC | 5,840 | $207K | 0.14% | 0 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 5,666 | $200K | <0.01% | -3,760 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 5,134 | $182K | <0.01% | +750 | 13F-HR/ATimelineGroup |
| FRANKLIN RESOURCES INCin group Franklin Resources | 5,100 | $180K | <0.01% | 0 | 13F-HRTimelineGroup |
| NewEdge Advisors, LLC | 3,411 | $121K | <0.01% | 0 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 2,811 | $99K | <0.01% | -26 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,743 | $97K | <0.01% | +105 | 13F-HRTimelineGroup |
| Private Wealth Management Group, LLC | 2,007 | $71K | 0.03% | 0 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 1,361 | $48.1K | <0.01% | +272 | 13F-HRTimeline |
| BALLAST ADVISORS LLC | 948 | $33.5K | 0.01% | 0 | 13F-HRTimeline |
| Golden State Wealth Management, LLC | 429 | $15.2K | <0.01% | 0 | 13F-HR/ATimeline |
| FMR LLCin group FMR LLC | 147 | $5.21K | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $8 | <0.01% | -6,056 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | -1,200 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |