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State Street SPDR S&P North American Natural Resources ETF

105 hedge funds and large institutions have $497M invested in State Street SPDR S&P North American Natural Resources ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

12% more funds holding

Funds holding: 94105 (+11)

3% more capital invested

Capital invested by funds: $482M → $497M (+$14.2M)

0.17% more ownership

Funds ownership: 84.32%84.48% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
35
Reduced
22
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
$305M -$5.31M -94,926 -2%
AssetMark Inc
2
AssetMark Inc
California
$33.8M +$36.9M +660,632 +147,463%
CWM
3
Capital Wealth Management
Rhode Island
$16.1M +$3.98M +71,243 +29%
Mariner
4
Mariner
Kansas
$10.7M +$6.94M +124,167 +147%
Morgan Stanley
5
Morgan Stanley
New York
$9.94M +$7.57M +135,360 +229%
Franklin Resources
6
Franklin Resources
California
$9.32M +$111K +1,984 +1%
Bank of America
7
Bank of America
North Carolina
$8.06M -$1.42M -25,425 -14%
LPL Financial
8
LPL Financial
California
$7.6M +$850K +15,206 +11%
XF
9
XML Financial
Maryland
$6.79M +$7.43M +132,820 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.42M +$1.72M +30,812 +33%
PJSIMP
11
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.4M -$113K -2,029 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$5.88M +$5.12M +91,538 +388%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$5.61M +$6.07M +108,571 +8,899%
CIAS
14
CFS Investment Advisory Services
New Jersey
$5.29M -$25.3K -453 -0.4%
FHA
15
First Horizon Advisors
Tennessee
$4.75M +$136K +2,430 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.46M +$4.5M +80,527 +1,197%
PCM
17
Perritt Capital Management
Illinois
$3.69M -$45.4K -812 -1%
ACP
18
Aveo Capital Partners
Colorado
$3.49M +$3.82M +68,354 New
SIM
19
Stratos Investment Management
Ohio
$3.21M +$163K +2,918 +5%
Deutsche Bank
20
Deutsche Bank
Germany
$2.74M -$133K -2,378 -4%
HBWM
21
Hollow Brook Wealth Management
New York
$2.74M
BC
22
Brio Consultants
California
$2.5M +$979K +17,516 +56%
FA
23
Fiduciary Alliance
South Carolina
$2.27M +$265K +4,735 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.19M +$121K +2,168 +5%
IAIM
25
International Assets Investment Management
Florida
$2M +$2.16M +38,581 New