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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$314M +$683K +13,434 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M +$11.3M +221,966 +760%
CFD
3
Creative Financial Designs
Indiana
$9.7M -$115K -2,271 -1%
Franklin Resources
4
Franklin Resources
California
$9.13M +$107K +2,115 +1%
Bank of America
5
Bank of America
North Carolina
$8.7M -$1.76M -34,532 -17%
LPL Financial
6
LPL Financial
California
$7.14M -$23K -452 -0.3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.65M +$1.73M +33,978 +35%
PJSIMP
8
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.29M -$290K -5,711 -4%
CIAS
9
CFS Investment Advisory Services
New Jersey
$5.62M +$60.7K +1,194 +1%
SFP
10
Sweet Financial Partners
Minnesota
$5.02M -$378K -7,444 -7%
Mariner
11
Mariner
Kansas
$4.97M -$616K -12,114 -11%
Jane Street
12
Jane Street
New York
$4.91M -$1.25M -24,662 -20%
FA
13
FDx Advisors
Illinois
$4.88M -$424K -8,336 -8%
DWP
14
Destiny Wealth Partners
Florida
$4.3M +$389K +7,653 +10%
UBS Group
15
UBS Group
Switzerland
$4.24M +$1.53M +30,017 +56%
Deutsche Bank
16
Deutsche Bank
Germany
$3.79M -$289K -5,683 -7%
GC
17
Gratus Capital
Georgia
$3.75M -$250K -4,924 -6%
CWM
18
Capital Wealth Management
Rhode Island
$2.89M +$1.01M +19,968 +55%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.65M -$243K -4,783 -8%
SIM
20
Stratos Investment Management
Ohio
$2.59M -$134K -2,638 -5%
SWM
21
Stapp Wealth Management
Washington
$2.55M -$19.9K -391 -0.8%
HBWM
22
Hollow Brook Wealth Management
New York
$2.49M +$427K +8,405 +21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.09M +$1.54M +30,377 +284%
AWMS
24
Advocacy Wealth Management Services
Georgia
$2.09M -$10.4M -204,328 -83%
SWA
25
Stratos Wealth Advisors
Ohio
$1.88M +$107K +2,109 +6%