NANR institutional holders

State Street SPDR S&P North American Natural Resources ETF · 138 reporting institutions · $573.6M reported value

Institutional holdings

Institutions reporting NANR, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$318.8M7222026-06-30
Capital Wealth Management, LLC$27M122026-06-30
Lpl Financial LLC$24.1M23,4582026-06-30
Cornerstone Planning Group LLC$16.7M232026-06-30
Morgan Stanley$16.4M23,1852026-06-30
Baird Financial Group, Inc.$15.6M02026-06-30
Franklin Resources Inc$13.1M02026-06-30
Xml Financial, LLC$10.7M282026-06-30
Bank of America Corp /de$9.5M02026-06-30
Schmidt P J Investment Management Inc$7.6M02026-06-30
Cfs Investment Advisory Services LLC$7.2M102026-06-30
Cwm, LLC$6.4M6672026-03-31
Goldman Sachs Group Inc$5.7M02026-06-30
Mariner, LLC$5.6M02026-06-30
The Fiduciary Alliance$5.5M492026-06-30
Steward Partners Investment Advisory, LLC$5M4812026-06-30
Northwestern Mutual Wealth Management Co$5M02026-06-30
Hightower Advisors, LLC$4.8M1,0462026-06-30
Rothschild Wealth LLC$4.4M312026-06-30
Hollow Brook Wealth Management LLC$4M12026-06-30
Private Advisory Group LLC$3.8M182026-06-30
Brio Consultants, LLC$3.1M162026-06-30
Stifel Financial Corp$2.9M02026-06-30
Cetera Investment Advisers$2.9M10,3702026-06-30
Coppell Advisory Solutions LLC$2.6M762026-06-30
Certified Advisory Corp$2.4M172026-06-30
International Assets Investment Management, LLC$2.2M1222026-06-30
U.S. Capital Wealth Advisors, LLC$2M02026-03-31
Savvy Advisors, Inc.$2M2142026-06-30
Two Sigma Investments, LP$2M02026-06-30
Raymond James Financial Inc$2M02026-06-30
MML Investors Services, LLC$2M5,1202026-06-30
D.A. Davidson & Co.$1.9M6892026-06-30
Stratos Wealth Partners, Ltd.$1.6M3862026-06-30
Financial Freedom$1.5M32026-06-30
Norris Financial Group, LLC$1.4M42026-06-30
Deutsche Bank AG$1.2M02026-06-30
Aaron Wealth Advisors LLC$1.2M102026-06-30
Armstrong Advisory Group, Inc$1.2M142026-06-30
Klcm Advisors, Inc.$1M52026-06-30
Stratos Investment Management, LLC$996.3K72026-06-30
Osaic Holdings, Inc.$959.3K02026-06-30
Focus Financial$952.9K1212026-06-30
Per Stirling Capital Management, Llc.$937.1K312026-06-30
Jones Financial Companies LLLP$928K02026-06-30
Virtue Capital Management, LLC$876.2K892026-06-30
Independent Financial Group, LLC$819.6K4812026-06-30
Horizon Investments, LLC$668.9K272026-06-30
Founders Financial Securities LLC$668.9K1172026-06-30
UBS Group AG$599.4K02026-06-30
Royal Bank of Canada$532K02026-06-30
Commonwealth Equity Services, LLC$505.5K2,8632026-06-30
Rfg Advisory, LLC$480.3K1912026-06-30
Captrust Financial Advisors$456.3K9622026-06-30
Fmr LLC$435.5K02026-06-30
Envestnet Pmc$359.3K602026-06-30
Assetmark, Inc$350.3K2202026-06-30
Planning Strategies Inc.$331.7K102026-06-30
Ausdal Financial Partners, Inc.$319.6K1892026-06-30
Focus Partners Wealth$317.3K1,0482026-06-30
First Heartland Consultants, Inc.$299.4K992026-06-30
O'Shaughnessy Asset Management, LLC$297.8K582026-06-30
Atria Investments, Inc$295.1K62026-06-30
Ameritas Investment Partners, Inc.$287.7K72026-06-30
Private Advisor Group, LLC$283.4K9272026-06-30
Arax Advisory Partners$282.2K2322026-06-30
Mgo One Seven LLC$275.1K1182026-06-30
Tempus Wealth Planning, LLC$266.3K102026-06-30
Cooper McManus$260.5K632026-06-30
Landmark Wealth Management, LLC$255.5K02026-06-30
Xy Planning Network, Inc.$251.5K02026-06-30
Mezzasalma Advisors, LLC$239.9K72026-06-30
Ritholtz Wealth Management$237.6K582026-06-30
Wealth Enhancement Advisory Services, LLC$230K1,0262026-06-30
Atlantic Union Bankshares Corp$228.2K02026-06-30
J.W. Cole Advisors, Inc.$223.6K4992026-06-30
Dinuzzo Private Wealth, Inc.$217.4K82026-06-30
Snowden Capital Advisors LLC$203.6K1222026-06-30
Jpmorgan Chase & Co$185.2K02026-06-30
PNC Financial Services Group, Inc.$178.6K02026-06-30
Blackrock, Inc.$165K02026-06-30
Triumph Capital Management$154.6K142026-06-30
Fifth Third Bancorp$147.6K02026-06-30
Comerica Bank$132.6K02025-12-31
Mather Group, Llc.$124.9K1102026-06-30
Copia Wealth Management$117K42026-06-30
Abich Financial Wealth Management LLC$94.3K72025-09-30
Lanark Financial, Inc.$91.2K692026-06-30
Financial Life Planners$65.7K42026-06-30
Integrated Wealth Concepts LLC$57.9K4802026-06-30
Ae Wealth Management LLC$57.9K4712026-06-30
Jnba Financial Advisors$54.6K302026-06-30
Wolff Wiese Magana LLC$45.9K42026-06-30
Parallel Advisors, LLC$42.7K752026-06-30
Ifp Advisors, Inc$41.8K3182026-06-30
Creative Financial Designs Inc /adv$34.4K02026-06-30
Corecap Advisors, LLC$34.1K1182026-06-30
Farther Finance Advisors, LLC$24.8K3342026-06-30
Rockefeller Capital Management LP$23.4K3462026-06-30
Compass Financial Management LLC$23.3K462026-06-30
Ameritas Advisory Services, LLC$22.3K5502026-06-30
Capital Investment Advisory Services, LLC$21.9K1032026-06-30
Allworth Financial, LP$20.9K3172026-06-30
Bank of Montreal /can$20.4K02026-06-30
Geneos Wealth Management, Inc.$18.9K1932026-06-30
St Germain D J Co Inc$18.1K02026-06-30
Advisornet Wealth Partners$16.9K582026-06-30
Private Trust Co NA$16.8K02026-06-30
Blue Trust, Inc.$15.1K02026-06-30
Evermay Wealth Management LLC$14.5K232026-06-30
Cape Investment Advisory, Inc.$14.4K352026-06-30
Newedge Advisors$14K6012026-06-30
Wells Fargo & Company/mn$12.3K02026-06-30
Key Financial, Inc.$11.9K82026-06-30
Qube Research & Technologies Ltd$11.8K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$10.4K02026-06-30
Crewe Advisors LLC$10.1K262026-06-30
Sachetta, LLC$9.9K02026-06-30
United Financial Planning Group LLC$9.4K42026-06-30
Blair William & Co/il$7.1K3292026-06-30
Flagship Wealth Advisors, LLC$7K92026-06-30
Ashton Thomas Private Wealth, LLC$7K962026-06-30
Alphacore Capital LLC$6.9K692026-06-30
Concord Wealth Partners$6.7K112026-06-30
Realta Investment Advisors$6.4K572026-06-30
Markowski Investments$6.3K102026-06-30
Mgb Wealth Management, LLC$6.3K02025-12-31
Crews Bank & Trust$6.3K02026-06-30
Cassaday & Co Wealth Management LLC$5.3K472026-06-30
Ifg Advisory, LLC$4.5K1102026-06-30
Valley National Advisers Inc$3.8K142026-06-30
US Bancorp$2.4K02026-06-30
Balentine LLC$2.2K182026-06-30
Mtm Investment Management, LLC$98252026-06-30
Cambridge Investment Research Advisors, Inc.$7523,9402026-03-31
Rialto Wealth Management, LLC$52982026-06-30
Capital Analysts, LLC$356082026-06-30
Cx Institutional$2802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30