Form 13-F position report

SPDR INDEX SHS FDS

Reported by PACK Private Wealth LLC

ETF profile Manager portfolio Source filing
GNR CUSIP 78463X541 Manager CIK 0001907212
Latest reported change

Reported 102,484 shares, up 3,920 (4.0%) from the prior quarter.

Reported value 4.1%; share count 4.0% vs. the prior quarter.

Added
% of reported 13F value 4.65% This manager · Q1 2023
Shares 102,484 Quarter-end amount reported
Reported value $5,850,812 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 160,639 +454 (0.3%) 4.48% $10,812,611 2026-08-12
Q1 2026 Reduced 160,185 -311 (-0.2%) 5.49% $11,961,014 2026-05-15
Q4 2025 Added 160,496 +2,136 (1.3%) 4.55% $9,973,221 2026-02-17
Q3 2025 Added 158,360 +4,507 (2.9%) 4.42% $9,376,496 2025-11-06
Q2 2025 Added 153,853 +10,121 (7.0%) 4.42% $8,344,987 2025-08-13
Q1 2025 Reduced 143,732 -1,318 (-0.9%) 4.55% $7,653,729 2025-05-13
Q4 2024 Added 145,050 +11,134 (8.3%) 4.24% $7,217,688 2025-02-03
Q3 2024 Added 133,916 +6,532 (5.1%) 4.38% $7,722,936 2024-10-28
Q2 2024 Added 127,384 +3,102 (2.5%) 4.42% $7,114,396 2024-08-02
Q1 2024 Added 124,282 +7,184 (6.1%) 4.52% $7,199,656 2024-05-03
Q4 2023 Added 117,098 +4,377 (3.9%) 4.47% $6,633,602 2024-02-06
Q3 2023 Added 112,721 +9,550 (9.3%) 4.59% $6,151,185 2023-11-01
Q2 2023 Added 103,171 +687 (0.7%) 4.16% $5,561,949 2023-07-14
Q1 2023 Added 102,484 +3,920 (4.0%) 4.65% $5,850,812 2023-04-18
Q4 2022 Reduced 98,564 -111 (-0.1%) 4.82% $5,620,119 2023-01-30
Q3 2022 Added 98,675 +2,942 (3.1%) 4.59% $4,880,000 2022-11-09
Q2 2022 Added 95,733 +2,064 (2.2%) 4.55% $4,987,000 2022-08-12
Q1 2022 Reduced 93,669 -1,253 (-1.3%) 4.85% $5,881,000 2022-05-16
Q4 2021 New 94,922 +94,922 (0.0%) 4.07% $5,122,000 2022-02-15
Institutional context

Who else reported the position

265 managers reported SPDR INDEX SHS FDS for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
NORTHERN TRUST CORPORATION Added 10,256,282 +515,049 0.12% $585,531,139 34 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced 5,598,712 -105,835 0.1% $319,630,455 10 qtrs
Bank of America Corporation Added 4,300,613 +125,407 0.03% $245,521,984 40 qtrs
BANK OF MONTREAL Added 3,031,968 +31,645 0.07% $173,095,021 8 qtrs
BESSEMER GROUP INC Added 2,742,149 +360,945 0.37% $156,550,000 7 qtrs
Richard Bernstein Advisors LLC Added 1,703,088 +94,561 2.06% $97,229,317 4 qtrs
Hackensack Meridian Health Inc Unchanged 1,606,000 0 13.26% $91,686,540 6 qtrs
BlackRock Inc Reduced 1,605,974 -164,226 < 0.01% $91,685,056 40 qtrs
MORGAN STANLEY Added 1,161,476 +27,920 < 0.01% $66,308,704 40 qtrs
Pure Financial Advisors LLC Added 1,134,513 +51,612 3.0% $64,769,359 40 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
April 18, 2023
Filing type
13F-HR
Position type
GLB NAT RESRCE

Voting authority reported

Sole
0
Shared
0
None
102,484

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.