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

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 125 84.00

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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
XML Financial
Bank of America Corporation
P.J. Schmidt Investment Management
CFS Investment Advisory Services
Mariner Wealth Advisors
CWM
Flow Traders US

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