We are live on ! Find out more
NANR icon

State Street SPDR S&P North American Natural Resources ETF

84 hedge funds and large institutions have $475M invested in State Street SPDR S&P North American Natural Resources ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% more ownership

Funds ownership: 80.8%82.99% (+2.2%)

8% less funds holding

Funds holding: 9184 (-7)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

15% less capital invested

Capital invested by funds: $557M → $475M (-$82.4M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
24
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$320M -$6.17M -113,438 -2%
GC
2
Gratus Capital
Georgia
$18.4M +$6.66M +122,413 +56%
AWMS
3
Advocacy Wealth Management Services
Georgia
$11.3M -$6.68M -122,820 -37%
Bank of America
4
Bank of America
North Carolina
$9.76M -$463K -8,512 -4%
MAM
5
Madison Asset Management
Wisconsin
$9.49M +$2.15M +39,587 +29%
Franklin Resources
6
Franklin Resources
California
$9.37M +$1.13M +20,800 +14%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$7.88M +$1.09M +20,050 +16%
PJSIMP
8
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.83M +$288K +5,294 +4%
LPL Financial
9
LPL Financial
California
$6.81M -$2.17M -39,924 -24%
CIAS
10
CFS Investment Advisory Services
New Jersey
$6.51M -$25.1K -462 -0.4%
FA
11
FDx Advisors
Illinois
$5.69M
SFP
12
Sweet Financial Partners
Minnesota
$5.58M -$68.4K -1,258 -1%
Mariner
13
Mariner
Kansas
$4.84M +$720K +13,248 +17%
Deutsche Bank
14
Deutsche Bank
Germany
$4.41M -$94.2K -1,733 -2%
Morgan Stanley
15
Morgan Stanley
New York
$3.57M +$157K +2,892 +5%
Jane Street
16
Jane Street
New York
$3.51M +$3.56M +65,523 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.03M +$2.7M +49,560 +719%
SWM
18
Stapp Wealth Management
Washington
$2.74M +$2.78M +51,061 New
UBS Group
19
UBS Group
Switzerland
$2.49M +$129K +2,365 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.36M -$3.98M -73,189 -62%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.29M -$2.35M -43,156 -50%
SIM
22
Stratos Investment Management
Ohio
$2.13M +$64.5K +1,186 +3%
Stifel Financial
23
Stifel Financial
Missouri
$1.79M +$1.82M +33,469 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.69M +$1.71M +31,509 New
JFA
25
JNBA Financial Advisors
Minnesota
$1.58M -$6.74K -124 -0.4%