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Spdr Index Shs Fds s&p north amer shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Spdr Index Shs Fds s&p north amer

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds s&p north amer held by Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $332k 4.4k 75.50

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Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
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View all positions for Planning Strategies

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

Financial Engines Advisors L.L.C
Capital Wealth Management
LPL Financial
Morgan Stanley
Baird Financial
Cornerstone Planning Group
Franklin Resources
Steward Partners Investment Advisory
Susquehanna International
XML Financial
Bank of America Corporation
P.J. Schmidt Investment Management
CFS Investment Advisory Services
Mariner Wealth Advisors
Flow Traders US

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