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State Street SPDR S&P North American Natural Resources ETF
NANR

95 hedge funds and large institutions have $471M invested in State Street SPDR S&P North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

4% more funds holding

Funds holding: 91 → 95 (+4)

1% more ownership

Funds ownership: 85.38% → 86.38% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

1% more capital invested

Capital invested by funds: $465M → $471M (+$6.12M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
30
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Capital Wealth Management
Rhode Island
+$5.36M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$4.68M
3
FHA
First Horizon Advisors
Tennessee
+$4.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.46M
5
Morgan Stanley
Morgan Stanley
New York
+$2.16M

Top Sellers

1
CFD
Creative Financial Designs
Indiana
-$7.59M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$5.79M
3
DWP
Destiny Wealth Partners
Florida
-$4.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$882K
5
UBS Group
UBS Group
Switzerland
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$338M -$5.79M -103,664 -2%
CWM
2
Capital Wealth Management
Rhode Island
$10.5M +$5.36M +95,841 +99%
Franklin Resources
3
Franklin Resources
California
$9.82M +$74.2K +1,328 +0.7%
Bank of America
4
Bank of America
North Carolina
$9.65M +$521K +9,328 +6%
LPL Financial
5
LPL Financial
California
$7.93M +$359K +6,415 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.74M +$250K +4,470 +3%
PJSIMP
7
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.98M -$294K -5,262 -4%
SFP
8
Sweet Financial Partners
Minnesota
$6.6M -$89.8K -1,607 -1%
CIAS
9
CFS Investment Advisory Services
New Jersey
$5.69M -$10.6K -189 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.72M +$4.46M +79,749 +1,145%
Mariner
11
Mariner
Kansas
$4.72M -$182K -3,262 -4%
RWA
12
Redhawk Wealth Advisors
Minnesota
$4.56M +$4.68M +83,704 New
FHA
13
First Horizon Advisors
Tennessee
$4.46M +$4.58M +81,893 New
CFD
14
Creative Financial Designs
Indiana
$3.78M -$7.59M -135,741 -66%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$246K +4,404 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$3.42M -$301K -5,379 -8%
Morgan Stanley
17
Morgan Stanley
New York
$3.38M +$2.16M +38,692 +166%
HBWM
18
Hollow Brook Wealth Management
New York
$2.92M +$208K +3,716 +7%
SIM
19
Stratos Investment Management
Ohio
$2.82M +$10.8K +194 +0.4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.08M +$178K +3,179 +9%
Stifel Financial
21
Stifel Financial
Missouri
$2M +$391 +7 +0%
SWA
22
Stratos Wealth Advisors
Ohio
$1.91M +$24.5K +439 +1%
FA
23
Fiduciary Alliance
South Carolina
$1.9M +$250K +4,470 +15%
IAIM
24
International Assets Investment Management
Florida
$1.74M +$330K +5,904 +23%
BC
25
Brio Consultants
California
$1.38M +$70.3K +1,258 +5%
1
2 3 4 5

NANR Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P North American Natural Resources ETF (NANR) for Q2 2024, worth a combined $471M — up 1.3% from $465M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NANR positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Capital Wealth Management, adding an estimated $5.36M. The largest seller was Creative Financial Designs, cutting an estimated $7.59M.

  • 95 institutional investors held State Street SPDR S&P North American Natural Resources ETF (NANR) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $471M of State Street SPDR S&P North American Natural Resources ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P North American Natural Resources ETF positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P North American Natural Resources ETF buyer in Q2 2024 was Capital Wealth Management, an estimated $5.36M added.
  • The largest State Street SPDR S&P North American Natural Resources ETF seller in Q2 2024 was Creative Financial Designs, an estimated $7.59M sold.

Based on aggregated 13F filings for Q2 2024.