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State Street SPDR S&P North American Natural Resources ETF

101 hedge funds and large institutions have $520M invested in State Street SPDR S&P North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

5% more capital invested

Capital invested by funds: $497M → $520M (+$23.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.6% less ownership

Funds ownership: 84.48%82.89% (-1.6%)

4% less funds holding

Funds holding: 105101 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
33
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$330M -$841K -15,538 -0.3%
AssetMark Inc
2
AssetMark Inc
California
$32.3M -$4.27M -78,879 -12%
CWM
3
Capital Wealth Management
Rhode Island
$18M +$569K +10,526 +3%
Franklin Resources
4
Franklin Resources
California
$10.1M
LPL Financial
5
LPL Financial
California
$9.24M +$957K +17,694 +12%
Morgan Stanley
6
Morgan Stanley
New York
$8.54M -$2.19M -40,563 -21%
Mariner
7
Mariner
Kansas
$7.5M -$3.97M -73,440 -35%
XF
8
XML Financial
Maryland
$7.15M -$217K -4,004 -3%
PJSIMP
9
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.78M -$172K -3,184 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.59M -$373K -6,902 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$6.52M +$126K +2,320 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$6.13M +$36K +666 +0.6%
CIAS
13
CFS Investment Advisory Services
New Jersey
$5.5M -$239K -4,421 -4%
FHA
14
First Horizon Advisors
Tennessee
$4.97M -$185K -3,426 -4%
Bank of America
15
Bank of America
North Carolina
$4.48M -$4.17M -77,037 -49%
SPIA
16
Steward Partners Investment Advisory
New York
$4.23M +$4.04M +74,671 +5,129%
PCM
17
Perritt Capital Management
Illinois
$4.16M +$152K +2,811 +4%
SIM
18
Stratos Investment Management
Ohio
$3.41M -$75.1K -1,388 -2%
HBWM
19
Hollow Brook Wealth Management
New York
$2.98M
BC
20
Brio Consultants
California
$2.8M +$80.8K +1,494 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.75M +$621K +11,482 +30%
FA
22
Fiduciary Alliance
South Carolina
$2.62M +$150K +2,778 +6%
Deutsche Bank
23
Deutsche Bank
Germany
$2.49M -$477K -8,811 -16%
SWA
24
Stratos Wealth Advisors
Ohio
$1.96M +$34.1K +630 +2%
IAIM
25
International Assets Investment Management
Florida
$1.94M -$198K -3,655 -9%