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State Street SPDR S&P North American Natural Resources ETF

88 hedge funds and large institutions have $455M invested in State Street SPDR S&P North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

3.75% more ownership

Funds ownership: 84.7%88.45% (+3.7%)

0% more funds holding

Funds holding: 8888 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $471M → $455M (-$15.7M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
29
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.8M +$80K +1,574 +5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.5M +$102K +1,999 +7%
JFA
28
JNBA Financial Advisors
Minnesota
$1.47M +$51.2K +1,007 +4%
FA
29
Fiduciary Alliance
South Carolina
$1.47M +$369K +7,262 +34%
MAM
30
Madison Asset Management
Wisconsin
$1.25M +$16.6K +326 +1%
AWA
31
Aaron Wealth Advisors
Illinois
$1.25M -$3.81K -75 -0.3%
DADC
32
D.A. Davidson & Co
Montana
$1.23M -$104K -2,052 -8%
BC
33
Brio Consultants
California
$1.11M -$966 -19 -0.1%
FFL
34
Financial Freedom LLC
Ohio
$980K -$96.3K -1,895 -9%
IAIM
35
International Assets Investment Management
Florida
$661K -$17.7K -349 -3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$570K +$143K +2,806 +33%
PAG
37
Private Advisor Group
New Jersey
$514K -$2.29K -45 -0.4%
SPIS
38
Steward Partners Investment Solutions
Oregon
$461K +$459K +9,038 New
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$440K +$439K +8,630 New
S
40
Sachetta
Massachusetts
$423K +$421K +8,290 New
SWM
41
SFG Wealth Management
Maryland
$411K +$32.6K +642 +9%
VCM
42
Virtue Capital Management
Tennessee
$396K -$228K -4,481 -36%
MBT
43
Montecito Bank & Trust
California
$315K -$2.64K -52 -0.8%
SC
44
Scotia Capital
Ontario, Canada
$309K -$11.8K -232 -4%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$299K +$39.4K +776 +15%
Citadel Advisors
46
Citadel Advisors
Florida
$286K -$435K -8,551 -60%
PSCM
47
Per Stirling Capital Management
Texas
$260K +$64.7K +1,273 +33%
VF
48
Virtu Financial
New York
$242K -$243K -4,773 -50%
GRP
49
Global Retirement Partners
California
$223K +$21.9K +430 +10%
HWM
50
HB Wealth Management
Georgia
$211K +$210K +4,141 New