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State Street SPDR S&P North American Natural Resources ETF

88 hedge funds and large institutions have $471M invested in State Street SPDR S&P North American Natural Resources ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

10% more funds holding

Funds holding: 8088 (+8)

1.5% more ownership

Funds ownership: 83.2%84.7% (+1.5%)

4% more capital invested

Capital invested by funds: $454M → $471M (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
24
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$1.47M -$81.7K -1,532 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.45M -$76.2K -1,429 -5%
DADC
28
D.A. Davidson & Co
Montana
$1.39M +$6.67K +125 +0.5%
AWA
29
Aaron Wealth Advisors
Illinois
$1.3M
MAM
30
Madison Asset Management
Wisconsin
$1.28M -$64.2K -1,204 -5%
BC
31
Brio Consultants
California
$1.15M -$162K -3,029 -12%
FA
32
Fiduciary Alliance
South Carolina
$1.14M +$1.15M +21,554 New
FFL
33
Financial Freedom LLC
Ohio
$1.12M -$44.6K -837 -4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$997K +$944K +17,692 +4,984%
Citadel Advisors
35
Citadel Advisors
Florida
$749K +$426K +7,988 +130%
VCM
36
Virtue Capital Management
Tennessee
$629K
IAIM
37
International Assets Investment Management
Florida
$576K +$710K +13,311 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$566K -$1.71M -32,011 -75%
PAG
39
Private Advisor Group
New Jersey
$536K -$86.3K -1,618 -14%
VF
40
Virtu Financial
New York
$504K +$508K +9,519 New
PFO
41
Pathstone Family Office
New Jersey
$457K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$444K +$27.4K +513 +7%
CAN
43
Cetera Advisor Networks
California
$423K +$25.4K +477 +6%
SWM
44
SFG Wealth Management
Maryland
$393K +$800 +15 +0.2%
SC
45
Scotia Capital
Ontario, Canada
$333K +$14.5K +271 +5%
MBT
46
Montecito Bank & Trust
California
$330K -$15.4K -288 -4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$269K +$271K +5,084 New
RJA
48
Raymond James & Associates
Florida
$238K -$3.84K -72 -2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$232K -$1.33K -25 -0.6%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$222K