13F Insight
DOSSIER · 13F Holders · Q1 2026
NANR

SPDR INDEX SHS FDS

131 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 78463X152·131 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$612M
visible holders
Holders
131
filers reporting
Concentration
58.16%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported NANR in Q1 2026. Financial Engines Advisors L.L.C. leads at 58.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$356M4.2M0.72%Q1 202602
ASSETMARK, INC
CIK 0001344551
$29M432K0.06%Q4 202503
LPL Financial LLC
CIK 0001403438
$28M336K0.01%Q1 202604
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$27M357K6.48%Q2 202605
MORGAN STANLEY
CIK 0000895421
$25M294K0.00%Q1 202606
Baird Financial Group, Inc.
CIK 0001648711
$17M207K0.03%Q1 202607
Cornerstone Planning Group LLC
CIK 0001822587
$15M188K2.34%Q4 202508
FRANKLIN RESOURCES INC
CIK 0000038777
$14M172K0.00%Q1 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$14M170K0.07%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$12M148K0.00%Q1 202611
XML Financial, LLC
CIK 0001800465
$11M127K0.86%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M115K0.00%Q1 202613
SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK 0001008895
$9M102K1.44%Q1 202614
Mariner, LLC
CIK 0001373442
$7M88K0.01%Q1 202615
CFS Investment Advisory Services, LLC
CIK 0001845688
$7M95K0.48%Q2 202616
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$6M77K0.21%Q1 202617
CWM, LLC
CIK 0001535847
$6M76K0.02%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M69K0.00%Q1 202619
First Horizon Advisors, Inc.
CIK 0001588539
$6M99K0.15%Q2 202520
Rothschild Wealth LLC
CIK 0001811345
$5M65K0.50%Q1 2026
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