Vault-13

SPDR INDEX SHS FDS NANR

S&P NORTH AMER · ETP · CUSIP 78463X152

133 institutional holders +6 vs Q1 2026
7,444,7247.4m shares reported held*
$563.2mreported value*
18 new 48 added 33 reduced 13 sold out net sold ≈ $20.2m (-268.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($679.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 71Q4 22: 90Q1 23: 85Q2 23: 81Q3 23: 89Q4 23: 89Q1 24: 93Q2 24: 96Q3 24: 95Q4 24: 106Q1 25: 102Q2 25: 96Q3 25: 106Q4 25: 122Q1 26: 127Q2 26: 133133Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202271
Q4 202290
Q1 202385
Q2 202381
Q3 202389
Q4 202389
Q1 202493
Q2 202496
Q3 202495
Q4 2024106
Q1 2025102
Q2 202596
Q3 2025106
Q4 2025122
Q1 2026127
Q2 2026133

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 40 bought or addedQ3 24: 43 cut or sold outQ4 24: 52 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 40 cut or sold outQ2 25: 36 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 35 cut or sold outQ4 25: 62 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 58 bought or addedQ1 26: 55 cut or sold outQ2 26: 66 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244043
Q4 20245230
Q1 20254040
Q2 20253649
Q3 20254735
Q4 20256241
Q1 20265855
Q2 20266646

Biggest buyers

GOLDMAN SACHS GROUP INC New +75,075+75.1k
TWO SIGMA INVESTMENTS, LP New +26,800+26.8k
MML INVESTORS SERVICES, LLC Added +19,066+19.1k
XML Financial, LLC Added +15,349+15.3k
Virtue Capital Management, LLC New +11,605+11.6k
Cambridge Investment Research Advisors, Inc. Added +11,071+11.1k
INDEPENDENT FINANCIAL GROUP, LLC New +10,855+10.9k
BANK OF AMERICA CORP /DE/ Added +10,422+10.4k
HighTower Advisors, LLC Added +10,178+10.2k
Private Advisory Group LLC Added +9,078+9.1k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -147,875-147.9k
Steward Partners Investment Advisory, LLC Reduced -102,911-102.9k
FLOW TRADERS U.S. LLC Sold out -77,173-77.2k
MORGAN STANLEY Reduced -76,249-76.2k
CITADEL ADVISORS LLC Sold out -27,705-27.7k
LPL Financial LLC Reduced -16,567-16.6k
Mariner, LLC Reduced -13,725-13.7k
Financial Engines Advisors L.L.C. Reduced -13,475-13.5k
JANE STREET GROUP, LLC Sold out -10,514-10.5k
Rothschild Wealth LLC Reduced -7,600-7.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 0.57% of their portfolio SANTA CLARA, CA 4,222,6514.2m $318.8m $318.8m 0.57% Reduced -13.5k -13,475
2 CAPITAL WEALTH MANAGEMENT, LLC 6.48% of their portfolio W. WARWICK, RI 357,181357.2k $27.0m $27.0m 6.48% Reduced -710 -710
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 319,736319.7k $24.1m $24.1m 0.01% Reduced -16.6k -16,567
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 217,495217.5k $16.4m $16.4m 0.00% Reduced -76.2k -76,249
5 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 206,778206.8k $15.6m $15.6m 0.02% Added +258 +258
6 Cornerstone Planning Group LLC 2.10% of their portfolio FAIRFIELD, NJ 206,378206.4k $16.7m $16.7m 2.10% Added +8.3k +8,273
7 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 173,125173.1k $13.1m $13.1m 0.00% Added +1.2k +1,250
8 XML Financial, LLC 0.78% of their portfolio BETHESDA, MD 142,187142.2k $10.7m $10.7m 0.78% Added +15.3k +15,349
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 125,831125.8k $9.5m $9.5m 0.00% Added +10.4k +10,422
10 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.17% of their portfolio CEDARBURG, WI 100,006100.0k $7.6m $7.6m 1.17% Reduced -1.9k -1,943
11 CFS Investment Advisory Services, LLC 0.48% of their portfolio TOTOWA, NJ 94,70194.7k $7.2m $7.2m 0.48% Reduced -504 -504
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,07575.1k $5.7m $5.7m 0.00% New
13 Mariner, LLC 0.01% of their portfolio Overland Park, KS 74,55374.6k $5.6m $5.6m 0.01% Reduced -13.7k -13,725
14 Fiduciary Alliance LLC 0.37% of their portfolio GREENVILLE, SC 72,60672.6k $5.5m $5.5m 0.37% Added +1.7k +1,748
15 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 66,81966.8k $5.0m $5.0m 0.03% Reduced -102.9k -102,911
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 66,72566.7k $5.0m $5.0m 0.00% Reduced -2.3k -2,313
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 63,91963.9k $4.8m $4.8m 0.00% Added +10.2k +10,178
18 Rothschild Wealth LLC 0.35% of their portfolio OAK BROOK, IL 57,72057.7k $4.4m $4.4m 0.35% Reduced -7.6k -7,600
19 Hollow Brook Wealth Management LLC 0.81% of their portfolio Katonah, NY 53,64253.6k $4.0m $4.0m 0.81% Unchanged
20 Private Advisory Group LLC 0.21% of their portfolio REDMOND, WA 50,41550.4k $3.8m $3.8m 0.21% Added +9.1k +9,078
21 Brio Consultants, LLC 0.36% of their portfolio SAN FRANCISCO, CA 40,40640.4k $3.1m $3.1m 0.36% Added +2.2k +2,201
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 38,74038.7k $2.9m $2.9m 0.00% Added +654 +654
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 37,77337.8k $2.9m $2.9m 0.00% Added +5.0k +4,965
24 Certified Advisory Corp 0.20% of their portfolio ALTAMONTE SPRINGS, FL 32,34832.3k $2.4m $2.4m 0.20% Added +7.8k +7,832
25 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio ORLANDO, FL 28,78228.8k $2.2m $2.2m 0.13% Reduced -2.8k -2,809
26 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 26,80926.8k $2.0m $2.0m 0.04% Added +885 +885
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 26,80026.8k $2.0m $2.0m 0.00% New
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 26,60726.6k $2.0m $2.0m 0.00% Added +4.3k +4,265
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,42626.4k $2.0m $2.0m 0.00% Added +19.1k +19,066
30 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 24,67624.7k $1.9m $1.9m 0.01% Added +3.9k +3,903
31 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 20,71720.7k $1.6m $1.6m 0.02% Reduced -182 -182
32 Financial Freedom, LLC 0.71% of their portfolio CINCINNATI, OH 20,47920.5k $1.5m $1.5m 0.71% Added +1.1k +1,082
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,01820.0k $1.5m $1.5m 0.00% Added +11.1k +11,071
34 Norris Financial Group, LLC 0.57% of their portfolio GREENVILLE, SC 19,03219.0k $1.4m $1.4m 0.57% Added +1.7k +1,665
35 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,29816.3k $1.2m $1.2m 0.00% Reduced -657 -657
36 Aaron Wealth Advisors LLC 0.06% of their portfolio Chicago, IL 16,14216.1k $1.2m $1.2m 0.06% Unchanged
37 ARMSTRONG ADVISORY GROUP, INC 0.07% of their portfolio NEEDHAM, MA 15,67115.7k $1.2m $1.2m 0.07% Added +1.5k +1,480
38 KLCM Advisors, Inc. 0.08% of their portfolio MILWAUKEE, WI 13,63413.6k $1.0m $1.0m 0.08% Unchanged
39 Stratos Investment Management, LLC 0.04% of their portfolio BEACHWOOD, OH 13,19513.2k $996.3k $996.3k 0.04% Reduced -1.9k -1,885
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,70412.7k $959.3k $959.3k 0.00% Added +4.8k +4,850
41 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 12,62112.6k $952.9k $952.9k 0.03% Added +967 +967
42 Per Stirling Capital Management, LLC. 0.09% of their portfolio AUSTIN, TX 12,41312.4k $937.1k $937.1k 0.09% Added +492 +492
43 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,19312.2k $928.0k $928.0k 0.00% Added +367 +367
44 Virtue Capital Management, LLC 0.12% of their portfolio BRENTWOOD, TN 11,60511.6k $876.2k $876.2k 0.12% New
45 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 10,85510.9k $819.6k $819.6k 0.02% New
46 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 8,8598.9k $668.9k $668.9k 0.03% Added +674 +674
47 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 8,8598.9k $668.9k $668.9k 0.01% Reduced -7.5k -7,485
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,9397.9k $599.4k $599.4k 0.00% Added +2.3k +2,266
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,0477.0k $532.0k $532.0k 0.00% Added +967 +967
50 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,6956.7k $505.5k $505.5k 0.00% Added +51 +51
51 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 6,3626.4k $480.3k $480.3k 0.01% Reduced -228 -228
52 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,0446.0k $456.3k $456.3k 0.00% Added +1.1k +1,070
53 FMR LLC 0.00% of their portfolio BOSTON, MA 5,7695.8k $435.5k $435.5k 0.00% Reduced -240 -240
54 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,7594.8k $359.3k $359.3k 0.00% Added +804 +804
55 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 4,6404.6k $350.3k $350.3k 0.00% Reduced -434 -434
56 Planning Strategies Inc. 0.21% of their portfolio LANCASTER, PA 4,3944.4k $331.7k $331.7k 0.21% First filing
57 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 4,2334.2k $319.6k $319.6k 0.01% New
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,2024.2k $317.3k $317.3k 0.00% Added +2.1k +2,140
59 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 3,9654.0k $299.4k $299.4k 0.02% Added +492 +492
60 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,9453.9k $297.8k $297.8k 0.00% Added +1.5k +1,505
61 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 3,9083.9k $295.1k $295.1k 0.00% Added +435 +435
62 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 3,8103.8k $287.7k $287.7k 0.01% Reduced -13 -13
63 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,7543.8k $283.4k $283.4k 0.00% Reduced -4.9k -4,926
64 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3,7383.7k $282.2k $282.2k 0.00% New
65 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 3,6443.6k $275.1k $275.1k 0.00% Added +941 +941
66 Tempus Wealth Planning, LLC 0.05% of their portfolio IRVINE, CA 3,5273.5k $266.3k $266.3k 0.05% Reduced -429 -429
67 Cooper Financial Group 0.02% of their portfolio IRVINE, CA 3,4513.5k $260.5k $260.5k 0.02% Added +2 +2
68 Landmark Wealth Management, LLC 0.06% of their portfolio MELVILLE, NY 3,3843.4k $255.5k $255.5k 0.06% Added +81 +81
69 XY Planning Network, Inc. 0.03% of their portfolio BOZEMAN, MT 3,3313.3k $251.5k $251.5k 0.03% Added +53 +53
70 Mezzasalma Advisors, LLC 0.05% of their portfolio TINTON FALLS, NJ 3,1773.2k $239.9k $239.9k 0.05% Unchanged
71 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 3,1473.1k $237.6k $237.6k 0.00% Reduced -5 -5
72 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 3,0233.0k $228.2k $228.2k 0.00% Unchanged
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,0003.0k $230.0k $230.0k 0.00% Reduced -294 -294
74 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 2,9613.0k $223.6k $223.6k 0.00% Reduced -825 -825
75 DiNuzzo Private Wealth, Inc. 0.02% of their portfolio BEAVER, PA 2,8802.9k $217.4k $217.4k 0.02% Unchanged
76 Snowden Capital Advisors LLC 0.00% of their portfolio New York, NY 2,6972.7k $203.6k $203.6k 0.00% New
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,4542.5k $185.2k $185.2k 0.00% Added +2.2k +2,207
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3652.4k $178.6k $178.6k 0.00% Unchanged
79 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,1862.2k $165.0k $165.0k 0.00% Unchanged
80 Triumph Capital Management 0.03% of their portfolio DENVER, CO 2,0482.0k $154.6k $154.6k 0.03% Reduced -860 -860
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,9552.0k $147.6k $147.6k 0.00% Unchanged
82 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,6541.7k $124.9k $124.9k 0.00% Unchanged
83 Copia Wealth Management 0.07% of their portfolio BEND, OR 1,5501.6k $117.0k $117.0k 0.07% New
84 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,2071.2k $91.2k $91.2k 0.01% Added +3 +3
85 Financial Life Planners 0.04% of their portfolio TEMPE, AZ 870870 $65.7k $65.7k 0.04% Added +7 +7
86 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 767767 $57.9k $57.9k 0.00% Added +81 +81
87 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 767767 $57.9k $57.9k 0.00% New
88 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 723723 $54.6k $54.6k 0.00% Reduced -30 -30
89 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 658658 $50.4k $50.4k 0.00% New
90 WOLFF WIESE MAGANA LLC 0.02% of their portfolio CARSLBAD, CA 608608 $45.9k $45.9k 0.02% Unchanged
91 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 566566 $42.7k $42.7k 0.00% Unchanged
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 554554 $41.8k $41.8k 0.00% Unchanged
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 466466 $35.0k $35.0k 0.00% Unchanged
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 456456 $34.4k $34.4k 0.00% Reduced -87 -87
95 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 451451 $34.1k $34.1k 0.00% Unchanged
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 328328 $24.8k $24.8k 0.00% Reduced -1.3k -1,291
97 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 310310 $23.4k $23.4k 0.00% Reduced -185 -185
98 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 309309 $23.3k $23.3k 0.00% First filing
99 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 296296 $22.3k $22.3k 0.00% New
100 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 290290 $21.9k $21.9k 0.00% Reduced -28 -28