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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$325M -$3.79M -71,111 -1%
AWMS
2
Advocacy Wealth Management Services
Georgia
$13M +$1.24M +23,280 +10%
Bank of America
3
Bank of America
North Carolina
$10.9M +$39.4K +738 +0.4%
CFD
4
Creative Financial Designs
Indiana
$10.2M +$230K +4,318 +2%
Franklin Resources
5
Franklin Resources
California
$9.36M
LPL Financial
6
LPL Financial
California
$7.44M +$64.1K +1,201 +0.9%
PJSIMP
7
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.33M -$364K -6,816 -5%
Jane Street
8
Jane Street
New York
$6.4M +$6.06M +113,663 +1,578%
Mariner
9
Mariner
Kansas
$5.8M -$129K -2,427 -2%
CIAS
10
CFS Investment Advisory Services
New Jersey
$5.77M -$570K -10,684 -9%
SFP
11
Sweet Financial Partners
Minnesota
$5.6M +$132K +2,468 +2%
FA
12
FDx Advisors
Illinois
$5.51M +$75.4K +1,414 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.1M +$2.74M +51,411 +114%
Deutsche Bank
14
Deutsche Bank
Germany
$4.23M -$25.7K -482 -0.6%
GC
15
Gratus Capital
Georgia
$4.15M -$233K -4,361 -5%
DWP
16
Destiny Wealth Partners
Florida
$4.07M +$328K +6,155 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3M -$1.38M -25,925 -31%
SIM
18
Stratos Investment Management
Ohio
$2.83M +$648K +12,143 +29%
UBS Group
19
UBS Group
Switzerland
$2.82M -$398K -7,460 -12%
SWM
20
Stapp Wealth Management
Washington
$2.67M -$33K -618 -1%
HBWM
21
Hollow Brook Wealth Management
New York
$2.14M +$353K +6,622 +20%
CWM
22
Capital Wealth Management
Rhode Island
$1.94M +$1.66M +31,058 +559%
SWA
23
Stratos Wealth Advisors
Ohio
$1.84M +$37.9K +710 +2%
Stifel Financial
24
Stifel Financial
Missouri
$1.79M +$113K +2,112 +7%
Morgan Stanley
25
Morgan Stanley
New York
$1.55M -$2.42M -45,419 -61%