DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

NANR

SPDR INDEX SHS FDS

130 institutions still hold SPDR INDEX SHS FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X152·130 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.9%

vs prior quarter

13F value held

$615M

46.0% inst. owned

of float

Holders

130

+26 QoQ

filers reporting

Activity

+75 / −90

+853 added · −741 reduced

this quarter

Concentration

57.86%

Financial Engines Advisors L.L.C. #1

top holder share

AI Holders Summary · Q1 2026

130 institutions reported NANR in Q1 2026. Financial Engines Advisors L.L.C. leads at 57.9% of the visible book. +26 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Financial Engines Advisors L.L.C.

$356M4.2M0.72%Q1 2026 02

CAPITAL WEALTH MANAGEMENT, LLC

$30M358K8.13%Q1 2026 03

$29M432K0.06%Q4 2025 04

LPL Financial LLC

$28M336K0.01%Q1 2026 05

$25M294K0.00%Q1 2026 06

Baird Financial Group, Inc.

$17M207K0.03%Q1 2026 07

Cornerstone Planning Group LLC

$15M188K2.34%Q4 2025 08

FRANKLIN RESOURCES INC

$14M172K0.00%Q1 2026 09

Steward Partners Investment Advisory, LLC

$14M170K0.07%Q1 2026 10

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$12M148K0.00%Q1 2026 11

XML Financial, LLC

$11M127K0.86%Q1 2026 12

BANK OF AMERICA CORP /DE/

$10M115K0.00%Q1 2026 13

SCHMIDT P J INVESTMENT MANAGEMENT INC

$9M102K1.44%Q1 2026 14

CFS Investment Advisory Services, LLC

$8M95K0.55%Q1 2026 15

$7M88K0.01%Q1 2026 16

$6M76K0.02%Q1 2026 17

Fiduciary Alliance LLC

$6M71K0.36%Q1 2026 18

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$6M69K0.00%Q1 2026 19

First Horizon Advisors, Inc.

$6M99K0.15%Q2 2025 20

Rothschild Wealth LLC

$5M65K0.50%Q1 2026

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