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Spdr Index Shs Fds s&p north amer shares owned by Plan Group Financial

Quarter-by-quarter ownership of Spdr Index Shs Fds s&p north amer (NANR) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Spdr Index Shs Fds s&p north amer

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All positions including Spdr Index Shs Fds s&p north amer held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds s&p north amer by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 22k 88.12

More positions owned by Plan Group Financial

Ishares Tr 0-3 Mth Treasury (SGOV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Exxonmobil Holdings Corp Com Shs

View all positions for Plan Group Financial

Top funds holding Spdr Index Shs Fds s&p north amer

Financial Engines Advisors L.L.C
Capital Wealth Management
LPL Financial
Baird Financial
Cornerstone Planning Group
Franklin Resources
XML Financial
Bank of America Corporation
P.J. Schmidt Investment Management
CFS Investment Advisory Services
Goldman Sachs Group
Mariner Wealth Advisors
Fiduciary Alliance
Steward Partners Investment Advisory
Northwestern Mutual Wealth Management Company

View all funds holding Spdr Index Shs Fds s&p north amer