Who Owns SPDR (NANR)? -- Institutional Holders (2026-06-30)

146 institutions reported holding $565.6M of SPDR (NANR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($318.8M), CAPITAL WEALTH MANAGEMENT, LLC ($27.0M), LPL Financial LLC ($24.1M), Cornerstone Planning Group LLC ($16.7M), MORGAN STANLEY ($16.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Engines Advisors L.L.C.$318.8M4.2MTrimmed
2CAPITAL WEALTH MANAGEMENT, LLC$27.0M357,181Trimmed
3LPL Financial LLC$24.1M319,736Trimmed
4Cornerstone Planning Group LLC$16.7M206,378Added
5MORGAN STANLEY$16.4M217,495Trimmed
6Baird Financial Group, Inc.$15.6M206,778Added
7FRANKLIN RESOURCES INC$13.1M173,125Added
8XML Financial, LLC$10.7M142,187Added
9BANK OF AMERICA CORP /DE/$9.5M125,831Added
10SCHMIDT P J INVESTMENT MANAGEMENT INC$7.6M100,006Trimmed
11CFS Investment Advisory Services, LLC$7.2M94,701Trimmed
12GOLDMAN SACHS GROUP INC$5.7M75,075New
13Mariner, LLC$5.6M74,553Trimmed
14Fiduciary Alliance LLC$5.5M72,606Added
15Steward Partners Investment Advisory, LLC$5.0M66,819Trimmed
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0M66,725Trimmed
17HighTower Advisors, LLC$4.8M63,919Added
18Rothschild Wealth LLC$4.4M57,720Trimmed
19Hollow Brook Wealth Management LLC$4.0M53,642Hold
20Private Advisory Group LLC$3.8M50,415Added
21Brio Consultants, LLC$3.1M40,406Added
22STIFEL FINANCIAL CORP$2.9M38,740Added
23Cetera Investment Advisers$2.9M37,773Added
24Coppell Advisory Solutions LLC$2.6M658New
25Certified Advisory Corp$2.4M32,348Added

来源：SEC 13F 申报文件 · 截至 2026-06-30