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State Street SPDR S&P North American Natural Resources ETF

91 hedge funds and large institutions have $465M invested in State Street SPDR S&P North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 8891 (+3)

2% more capital invested

Capital invested by funds: $455M → $465M (+$9.9M)

3.07% less ownership

Funds ownership: 88.45%85.38% (-3.1%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
22
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.28M -$11.3M -227,801 -91%
AWA
27
Aaron Wealth Advisors
Illinois
$1.1M -$213K -4,300 -18%
FFL
28
Financial Freedom LLC
Ohio
$1.04M -$4.76K -96 -0.5%
TWP
29
Tempus Wealth Planning
California
$612K +$556K +11,212 New
USCWA
30
U.S. Capital Wealth Advisors
Texas
$571K +$519K +10,459 New
SWP
31
Stratos Wealth Partners
Ohio
$570K +$519K +10,450 New
PAG
32
Private Advisor Group
New Jersey
$521K -$26.1K -525 -5%
SPIS
33
Steward Partners Investment Solutions
Oregon
$493K
AWMS
34
Advocacy Wealth Management Services
Georgia
$480K -$1.6M -32,224 -79%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$471K
HCM
36
Highview Capital Management
Illinois
$430K +$391K +7,874 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$428K -$166K -3,336 -30%
S
38
Sachetta
Massachusetts
$423K
VCM
39
Virtue Capital Management
Tennessee
$395K -$46.7K -940 -12%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$380K +$346K +6,965 New
SC
41
Scotia Capital
Ontario, Canada
$337K +$6.15K +124 +2%
GRP
42
Global Retirement Partners
California
$307K +$50.1K +1,010 +22%
PSCM
43
Per Stirling Capital Management
Texas
$305K +$23.9K +482 +9%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$275K -$41K -826 -14%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$251K +$228K +4,597 New
SSB
46
Sandy Spring Bank
Maryland
$223K +$33.5K +675 +20%
MAM
47
Madison Asset Management
Wisconsin
$211K -$1.02M -20,643 -84%
HI
48
Horizon Investments
North Carolina
$206K +$298 +6 +0.2%
FFS
49
Founders Financial Securities
Maryland
$206K +$187K +3,777 New
AIP
50
Ameritas Investment Partners
Nebraska
$185K -$1.49K -30 -0.9%