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SPDR S&P North American Natural Resources ETF

103 hedge funds and large institutions have $592M invested in SPDR S&P North American Natural Resources ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$369M
AssetMark Inc
2
AssetMark Inc
California
$30.9M
CWM
3
Capital Wealth Management
Rhode Island
$22.3M
LPL Financial
4
LPL Financial
California
$18.7M
Morgan Stanley
5
Morgan Stanley
New York
$16.2M
SPIA
6
Steward Partners Investment Advisory
New York
$13.7M
Baird Financial Group
7
Baird Financial Group
Wisconsin
$13.5M
Franklin Resources
8
Franklin Resources
California
$11.7M
XF
9
XML Financial
Maryland
$8.47M
Mariner
10
Mariner
Kansas
$7.19M
PJSIMP
11
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.86M
CIAS
12
CFS Investment Advisory Services
New Jersey
$6.27M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.2M
Osaic Holdings
14
Osaic Holdings
Arizona
$5.31M
Bank of America
15
Bank of America
North Carolina
$4.49M
PCM
16
Perritt Capital Management
Illinois
$4.32M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.15M
HBWM
18
Hollow Brook Wealth Management
New York
$3.47M
FA
19
Fiduciary Alliance
South Carolina
$3.25M
BC
20
Brio Consultants
California
$2.61M
Stifel Financial
21
Stifel Financial
Missouri
$2.42M
SWA
22
Stratos Wealth Advisors
Ohio
$2.21M
Deutsche Bank
23
Deutsche Bank
Germany
$2.2M
IAIM
24
International Assets Investment Management
Florida
$1.95M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.65M