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SPDR S&P North American Natural Resources ETF (NANR) Institutional Ownership

SPDR S&P North American Natural Resources ETF logo
$51.48 +0.36 (+0.70%)
As of 04/14/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P North American Natural Resources ETF (NYSEARCA:NANR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$6.04M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.92M
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NANR Institutional Buying and Selling by Quarter

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SPDR S&P North American Natural Resources ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025 NBC Securities Inc.1,202$66K0.0%+120,100.0%0.011%
4/9/2025 Fiduciary Alliance LLC47,188$2.62M0.3%+6.3%0.418%
2/17/2025Baird Financial Group Inc.115,108$5.88M0.0%+388.4%1.153%
2/12/2025Perritt Capital Management Inc72,170$3.69M1.9%-1.1%0.723%
2/10/2025Horizon Investments LLC3,862$197K0.0%+8.7%0.039%
2/10/2025Creative Financial Designs Inc. ADV780$40K0.0%-43.6%0.008%
2/6/2025Jones Financial Companies Lllp3,677$188K0.0%+10.7%0.037%
1/13/2025 Fiduciary Alliance LLC44,410$2.27M0.2%+11.9%0.445%
11/14/2024Flow Traders U.S. LLC4,570$259K0.0%N/A0.046%
10/28/2024Creative Financial Designs Inc. ADV1,382$78K0.0%-98.0%0.014%
10/11/2024 Fiduciary Alliance LLC39,675$2.25M0.3%+13.6%0.398%
7/10/2024 Fiduciary Alliance LLC34,923$1.90M0.3%+14.7%0.350%
4/17/2024 Fiduciary Alliance LLC30,453$1.68M0.3%+5.7%0.305%
2/13/2024Jones Financial Companies Lllp2,814$144K0.0%N/A0.026%
2/13/2024Steward Partners Investment Solutions LLC9,038$461K0.2%N/A0.085%
2/12/2024Madison Asset Management LLC24,513$1.25M0.0%+1.3%0.231%
2/7/2024 NBC Securities Inc.1,245$63K0.0%-31.0%0.012%
1/17/2024 Fiduciary Alliance LLC28,816$1.47M0.3%+33.7%0.271%
1/10/2024Creative Financial Designs Inc. ADV190,109$9.70M1.0%-1.2%1.790%
11/13/2023Financial Engines Advisors L.L.C.6,144,928$325.32M0.9%-1.1%57.862%
11/4/2023 NBC Securities Inc.1,804$95K0.0%N/A0.017%
10/18/2023 Fiduciary Alliance LLC21,554$1.14M0.2%N/A0.203%
10/16/2023Montecito Bank & Trust6,227$330K0.1%-4.4%0.059%
8/11/2023Financial Engines Advisors L.L.C.6,216,039$320.19M0.8%+4.1%58.531%
8/1/2023Madison Asset Management LLC25,391$1.31M0.0%-85.7%0.240%
7/26/2023Creative Financial Designs Inc. ADV188,062$9.69M1.1%N/A1.778%
7/25/2023Montecito Bank & Trust6,515$336K0.1%+3.0%0.062%
7/18/2023Virtue Capital Management LLC12,281$629K0.1%-36.0%0.116%
4/26/2023Madison Asset Management LLC177,044$9.50M0.1%+28.8%1.231%
4/25/2023Montecito Bank & Trust6,323$339K0.1%-11.8%0.044%
2/10/2023CoreCap Advisors LLC4,653$252K0.0%N/A0.032%
2/10/2023Sandy Spring Bank3,408$185K0.0%-10.5%0.024%
2/9/2023Dorsey & Whitney Trust CO LLC4,220$229K0.0%N/A0.029%
2/9/2023Advisors Preferred LLC1,861$99K0.0%+18.2%0.013%
2/8/2023Madison Asset Management LLC137,457$7.45M0.1%+1.8%0.955%
2/3/2023CX Institutional15,774$855K0.1%-14.7%0.110%
1/24/2023WealthOne LLC4,080$221K0.1%N/A0.032%
1/20/2023Montecito Bank & Trust7,167$388K0.1%-4.9%0.056%
11/14/2022Kovack Advisors Inc.15,329$731K0.1%-34.9%0.142%
11/7/2022Advisors Preferred LLC1,574$79K0.0%+44.7%0.015%
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11/2/2022Sandy Spring Bank3,808$182K0.0%+16.4%0.035%
10/14/2022Montecito Bank & Trust7,539$359K0.1%+7.2%0.069%
10/6/2022Advocacy Wealth Management Services LLC309,216$16.09M2.3%+10.8%2.431%
8/13/2022Madison Asset Management LLC389,180$19.16M0.3%N/A3.469%
8/12/2022Financial Engines Advisors L.L.C.6,914,795$340.35M1.0%-6.2%61.629%
8/11/2022CoreCap Advisors LLC3,975$196K0.0%-36.1%0.035%
8/1/2022Montecito Bank & Trust7,030$346K0.1%N/A0.063%
7/22/2022Aaron Wealth Advisors LLC25,000$1.23M0.3%-98.3%0.222%
7/21/2022Sandy Spring Bank3,271$161K0.0%+11.6%0.025%
7/6/2022Advocacy Wealth Management Services LLC278,962$13.73M2.2%+5.5%1.904%
5/12/2022Financial Engines Advisors L.L.C.7,371,131$427.67M1.1%-24.9%66.407%
5/10/2022Aaron Wealth Advisors LLC1,450,500$25M0.3%+5,702.0%13.247%
5/9/2022Advisors Preferred LLC765$45K0.0%N/A0.007%
5/3/2022Sandy Spring Bank2,930$170K0.0%+112.0%0.027%
4/29/2022CoreCap Advisors LLC6,225$361K0.0%+5,885.6%0.057%
4/4/2022Advocacy Wealth Management Services LLC264,411$15.58M2.7%N/A2.500%
2/10/2022Financial Engines Advisors L.L.C.9,820,346$432.19M1.1%-2.2%85.580%
11/15/2021Flow Traders U.S. LLC15,596$621K0.0%-5.8%0.136%
11/4/2021Almanack Investment Partners LLC.13,776$549K0.0%-96.7%0.118%
10/27/2021Advisors Preferred LLC1,798$73K0.0%N/A0.015%
8/24/2021Flow Traders U.S. LLC16,559$689K0.0%+38.7%0.135%
8/12/2021Financial Engines Advisors L.L.C.10,290,535$428.09M1.2%-3.5%83.663%
8/4/2021Almanack Investment Partners LLC.420,040$17.47M1.7%+24.5%3.394%
5/18/2021Flow Traders U.S. LLC11,939$460K0.0%-15.1%0.077%
5/12/2021Financial Engines Advisors L.L.C.10,658,673$410.25M1.3%-10.5%68.107%
5/12/2021JPMorgan Chase & Co.775,000$29.83M0.0%N/A4.952%
5/11/2021Almanack Investment Partners LLC.337,329$12.98M1.3%N/A2.155%
4/29/2021Aaron Wealth Advisors25,051$964K0.4%-1.2%0.166%
(Data available from 1/1/2016 forward)

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NANR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NANR shares?

During the previous two years, 13 institutional investors and hedge funds held shares of SPDR S&P North American Natural Resources ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($325.32M), Baird Financial Group Inc. ($5.88M), Perritt Capital Management Inc ($3.69M), Fiduciary Alliance LLC ($2.62M), Madison Asset Management LLC ($1.25M), Virtue Capital Management LLC ($629K), and Steward Partners Investment Solutions LLC ($461K).Learn more on NANR's institutional investors.

Which institutional investors have been buying SPDR S&P North American Natural Resources ETF stock?

Of the 11 institutional investors that purchased SPDR S&P North American Natural Resources ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($244.35K), Creative Financial Designs Inc. ADV ($188.06K), Baird Financial Group Inc. ($91.54K), Fiduciary Alliance LLC ($47.19K), Madison Asset Management LLC ($39.91K), Steward Partners Investment Solutions LLC ($9.04K), and Flow Traders U.S. LLC ($4.57K).

How much institutional buying is happening at SPDR S&P North American Natural Resources ETF?

Institutional investors have bought a total of 631,331 shares in the last 24 months. This purchase volume represents approximately $32.67M in transactions.

Which SPDR S&P North American Natural Resources ETF major shareholders have been selling company stock?

The following institutional investors have sold SPDR S&P North American Natural Resources ETF stock in the last 24 months: Madison Asset Management LLC ($151.65K), Financial Engines Advisors L.L.C. ($71.11K), Creative Financial Designs Inc. ADV ($70.81K), Virtue Capital Management LLC ($6.91K), Montecito Bank & Trust ($1.13K), Perritt Capital Management Inc ($812.00), and NBC Securities Inc. ($559.00).

How much institutional selling is happening at SPDR S&P North American Natural Resources ETF?

Institutional investors have sold a total of 302,992 shares in the last 24 months. This volume of shares sold represents approximately $16.06M in transactions.



This page (NYSEARCA:NANR) was last updated on 4/15/2025 by MarketBeat.com Staff
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