
SPDR S&P North American Natural Resources is an exchange-traded fund on ARCA. As of Q3 2025, 100 institutional investors hold shares in this ETF, with total holdings valued at $584.2M. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $369.2M.
Overview of institutional ownership in NANR as of Q3 2025
Institutions with the largest positions in NANR as of Q3 2025
| Institution | Position Value |
|---|---|
F Financial Engines Advisors L.L.C. Institution | $369.2M 0.70% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $30.9M 0.07% of portfolio |
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth | $22.3M 7.77% of portfolio |
L LPL Financial LLC Institution | $18.7M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $16.2M 0.00% of portfolio |
$13.7M 0.08% of portfolio | |
Baird Financial Group, Inc. Private Equity | $13.5M 0.02% of portfolio |
FRANKLIN RESOURCES INC Institution | $11.7M 0.00% of portfolio |
XML Financial, LLC RIA/Wealth | $8.5M 0.69% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $7.2M 0.01% of portfolio |
Institutional buying and selling activity for NANR in Q3 2025
| Institution | Net Bought |
|---|---|
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$30.7M +475.4K shares |
L LPL Financial LLC Institution | +$7.0M +108.3K shares |
CFS Investment Advisory Services, LLC RIA/Wealth | +$6.3M +-1.1K shares |
+$5.9M +92.1K shares | |
Baird Financial Group, Inc. Private Equity | +$5.0M +77.2K shares |
MORGAN STANLEY RIA/Wealth | +$4.7M +72.7K shares |
Cetera Investment Advisers RIA/Wealth | +$1.0M +15.6K shares |
VisionPoint Advisory Group, LLC RIA/Wealth | +$870.6K +13.5K shares |
RFG Advisory Group, LLC RIA/Wealth | +$865.1K +13.4K shares |
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth | +$843.2K +13.1K shares |
| Institution | Net Sold |
|---|---|
F Financial Engines Advisors L.L.C. Institution | −$15.4M −238.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$5.0M −77.5K shares |
Fundamentun, LLC RIA/Wealth | −$2.4M −37.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.5M −26.8K shares |
A Advisor Group Holdings, Inc. Institution | −$1.1M −17.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.1M −16.5K shares |
Csenge Advisory Group RIA/Wealth | −$901.6K −16.7K shares |
BANK OF AMERICA CORP /DE/ Institution | −$617.9K −9.6K shares |
SCHMIDT P J INVESTMENT MANAGEMENT INC RIA/Wealth | −$546.3K −8.5K shares |
PERRITT CAPITAL MANAGEMENT INC Long Only Manager | −$492.6K −7.6K shares |
Institutions that initiated new positions or completely exited NANR in Q3 2025
| Institution | Position Value |
|---|---|
CFS Investment Advisory Services, LLC RIA/Wealth | $6.3M 97.9K shares |
VisionPoint Advisory Group, LLC RIA/Wealth | $870.6K 13.5K shares |
RFG Advisory Group, LLC RIA/Wealth | $865.1K 13.4K shares |
ARMSTRONG ADVISORY GROUP, INC RIA/Wealth | $479.0K 7.4K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $340.4K 5.3K shares |
J J.W. COLE ADVISORS, INC. Institution | $240.1K 3.7K shares |
Comprehensive Portfolio Management, LLC RIA/Wealth | $220.7K 3.4K shares |
Mezzasalma Advisors, LLC RIA/Wealth | $205.2K 3.2K shares |
Triumph Capital Management RIA/Wealth | $204.0K 3.2K shares |
NBC SECURITIES, INC. RIA/Wealth | $79.1K 1.2K shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 26.8K shares |
Csenge Advisory Group RIA/Wealth | $901.6K 16.7K shares |
JPMORGAN CHASE & CO Institution | $14.7K 259.0 shares |
Painted Porch Advisors LLC RIA/Wealth | $9.5K 167.0 shares |
Aptus Capital Advisors, LLC ETF Provider | $623.0 11.0 shares |
G Glen Eagle Advisors, LLC RIA/Wealth | $69.0 1.0 shares |
F FLOW TRADERS U.S. LLC Institution | - 13.0K shares |
Institutions with the largest Call and Put options positions in NANR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NANR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth | 7.77% $22.3M |
PERRITT CAPITAL MANAGEMENT INC Long Only Manager | 2.05% $4.3M |
SCHMIDT P J INVESTMENT MANAGEMENT INC RIA/Wealth | 1.14% $6.9M |
Hollow Brook Wealth Management LLC RIA/Wealth | 0.82% $3.5M |
F Financial Engines Advisors L.L.C. Institution | 0.70% $369.2M |
XML Financial, LLC RIA/Wealth | 0.69% $8.5M |
F Financial Freedom, LLC Institution | 0.59% $1.2M |
CFS Investment Advisory Services, LLC RIA/Wealth | 0.48% $6.3M |
Beaumont Capital Management, LLC Long Only Manager | 0.43% $647.1K |
CONSULTIVA WEALTH MANAGEMENT, CORP. RIA/Wealth | 0.42% $149.4K |
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