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State Street SPDR S&P North American Natural Resources ETF

80 hedge funds and large institutions have $454M invested in State Street SPDR S&P North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 82.99%83.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

4% less capital invested

Capital invested by funds: $475M → $454M (-$21M)

5% less funds holding

Funds holding: 8480 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
28
Closed
11
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 +$12.9M +244,349 +4%
AWMS
2
Advocacy Wealth Management Services
Georgia
$11.4M +$568K +10,769 +5%
Bank of America
3
Bank of America
North Carolina
$10.5M +$1.18M +22,447 +12%
CFD
4
Creative Financial Designs
Indiana
$9.69M +$9.91M +188,062 New
Franklin Resources
5
Franklin Resources
California
$9.11M +$109K +2,076 +1%
PJSIMP
6
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.83M -$30.5K -579 -0.4%
LPL Financial
7
LPL Financial
California
$7.18M +$646K +12,262 +10%
CIAS
8
CFS Investment Advisory Services
New Jersey
$6.17M -$89.1K -1,690 -1%
Mariner
9
Mariner
Kansas
$5.77M +$1.15M +21,750 +24%
SFP
10
Sweet Financial Partners
Minnesota
$5.32M -$36.6K -695 -0.7%
FA
11
FDx Advisors
Illinois
$5.29M -$116K -2,192 -2%
GC
12
Gratus Capital
Georgia
$4.27M -$13.7M -259,926 -76%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$4.26M -$3.39M -64,397 -44%
Deutsche Bank
14
Deutsche Bank
Germany
$4.15M -$96.3K -1,827 -2%
Morgan Stanley
15
Morgan Stanley
New York
$3.84M +$423K +8,026 +12%
DWP
16
Destiny Wealth Partners
Florida
$3.77M +$3.73M +70,780 New
UBS Group
17
UBS Group
Switzerland
$3.12M +$751K +14,258 +31%
SWM
18
Stapp Wealth Management
Washington
$2.63M -$1K -19 -0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.32M +$51.3K +973 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.2M +$2.25M +42,703 New
SIM
21
Stratos Investment Management
Ohio
$2.13M +$87.4K +1,659 +4%
SWA
22
Stratos Wealth Advisors
Ohio
$1.75M +$360K +6,835 +25%
HBWM
23
Hollow Brook Wealth Management
New York
$1.74M +$564K +10,704 +46%
Stifel Financial
24
Stifel Financial
Missouri
$1.63M -$94.4K -1,792 -5%
JFA
25
JNBA Financial Advisors
Minnesota
$1.51M -$9.12K -173 -0.6%