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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$345M +$7.81M +157,463 +3%
CFD
2
Creative Financial Designs
Indiana
$11.2M +$742K +14,953 +8%
Franklin Resources
3
Franklin Resources
California
$9.77M
Bank of America
4
Bank of America
North Carolina
$9.16M -$139K -2,803 -2%
LPL Financial
5
LPL Financial
California
$7.6M -$45.2K -911 -0.7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.51M +$357K +7,198 +6%
PJSIMP
7
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.28M +$146K +2,942 +2%
SFP
8
Sweet Financial Partners
Minnesota
$6.7M +$1.21M +24,447 +25%
CIAS
9
CFS Investment Advisory Services
New Jersey
$5.71M -$275K -5,539 -5%
CWM
10
Capital Wealth Management
Rhode Island
$5.31M +$2.02M +40,676 +72%
Mariner
11
Mariner
Kansas
$4.91M -$370K -7,463 -8%
DWP
12
Destiny Wealth Partners
Florida
$4.14M -$436K -8,784 -10%
Deutsche Bank
13
Deutsche Bank
Germany
$3.72M -$306K -6,169 -8%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$564K +11,374 +22%
SIM
15
Stratos Investment Management
Ohio
$2.82M +$37.5K +756 +1%
HBWM
16
Hollow Brook Wealth Management
New York
$2.73M +$60.1K +1,211 +2%
Stifel Financial
17
Stifel Financial
Missouri
$2M +$64.9K +1,308 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.93M -$282K -5,689 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.91M +$279K +5,625 +19%
SWA
20
Stratos Wealth Advisors
Ohio
$1.89M -$110K -2,217 -6%
FA
21
Fiduciary Alliance
South Carolina
$1.68M +$81.2K +1,637 +6%
UBS Group
22
UBS Group
Switzerland
$1.45M -$2.81M -56,601 -68%
IAIM
23
International Assets Investment Management
Florida
$1.43M +$648K +13,065 +101%
DADC
24
D.A. Davidson & Co
Montana
$1.32M -$2.63K -53 -0.2%
BC
25
Brio Consultants
California
$1.31M +$112K +2,247 +10%