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State Street SPDR S&P North American Natural Resources ETF

94 hedge funds and large institutions have $482M invested in State Street SPDR S&P North American Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $471M → $482M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9594 (-1)

2.07% less ownership

Funds ownership: 86.38%84.32% (-2.1%)

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
27
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$343M -$8.79M -159,460 -3%
CWM
2
Capital Wealth Management
Rhode Island
$13.8M +$2.76M +50,038 +26%
Franklin Resources
3
Franklin Resources
California
$10.4M
Bank of America
4
Bank of America
North Carolina
$10.4M +$335K +6,068 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.98M -$57.4K -1,042 -0.7%
LPL Financial
6
LPL Financial
California
$7.56M -$664K -12,042 -8%
PJSIMP
7
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.21M -$49.1K -891 -0.7%
SFP
8
Sweet Financial Partners
Minnesota
$6.73M -$135K -2,443 -2%
CIAS
9
CFS Investment Advisory Services
New Jersey
$5.89M -$29.2K -530 -0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.36M +$441K +7,999 +9%
FHA
11
First Horizon Advisors
Tennessee
$5.12M +$473K +8,580 +10%
RWA
12
Redhawk Wealth Advisors
Minnesota
$4.81M +$69.7K +1,264 +2%
Mariner
13
Mariner
Kansas
$4.78M -$123K -2,233 -3%
PCM
14
Perritt Capital Management
Illinois
$4.13M +$4.02M +72,982 New
SIM
15
Stratos Investment Management
Ohio
$3.39M +$443K +8,040 +16%
Morgan Stanley
16
Morgan Stanley
New York
$3.34M -$167K -3,028 -5%
Deutsche Bank
17
Deutsche Bank
Germany
$3.17M -$371K -6,726 -11%
HBWM
18
Hollow Brook Wealth Management
New York
$3.04M -$2.65K -48 -0.1%
SWA
19
Stratos Wealth Advisors
Ohio
$2.86M +$851K +15,443 +44%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.31M +$140K +2,543 +7%
FA
21
Fiduciary Alliance
South Carolina
$2.25M +$262K +4,752 +14%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$1.84M -33,406 -49%
Stifel Financial
23
Stifel Financial
Missouri
$1.89M -$180K -3,261 -9%
BC
24
Brio Consultants
California
$1.78M +$341K +6,177 +24%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.55M +$163K +2,960 +12%