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

SPDR S&P North American Natural Resources ETF logo
$82.90 +0.69 (+0.84%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P North American Natural Resources ETF (NYSEARCA:NANR)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$22.00M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$268.20M
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NANR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2026 Financial Life Planners863$72K0.1%N/A0.009%
4/21/2026 Fiduciary Alliance LLC70,858$5.90M0.4%+7.8%0.730%
2/18/2026Virtue Capital Management LLC3,880$268K0.0%N/A0.035%
2/17/2026Captrust Financial Advisors7,721$524K0.0%N/A0.069%
2/17/2026Rothschild Wealth LLC66,745$4.53M0.4%N/A0.596%
2/12/2026Virtue Capital Management LLC3,880$268K0.0%N/A0.035%
2/10/2026 Root Financial Partners LLC923$63K0.0%-15.9%0.008%
2/2/2026Cornerstone Planning Group LLC188,240$12.77M2.0%+3,764,700.0%1.681%
2/2/2026Horizon Investments LLC8,372$568K0.0%+17.1%0.075%
1/30/2026 Kohmann Bosshard Financial Services LLC363$25K0.0%N/A0.003%
1/23/2026 Farther Finance Advisors LLC4,238$287K0.0%N/A0.038%
1/22/2026 Fiduciary Alliance LLC65,744$4.46M0.3%+30.7%0.585%
11/17/2025Triumph Capital Management3,157$204K0.0%N/A0.028%
11/17/2025Perritt Capital Management Inc66,822$4.32M2.0%-98.4%0.593%
11/14/2025Horizon Investments LLC7,152$462K0.0%+46.3%0.063%
11/4/2025Atlantic Union Bankshares Corp3,023$195K0.0%-12.4%0.027%
11/4/2025Jones Financial Companies Lllp8,016$521K0.0%+12.8%0.071%
10/29/2025 Root Financial Partners LLC1,098$71K0.0%N/A0.010%
10/22/2025 CoreCap Advisors LLC451$29K0.0%+62.8%0.004%
10/8/2025 Fiduciary Alliance LLC50,294$3.25M0.2%+6.5%0.446%
8/13/2025Flow Traders U.S. LLC13,018$737K0.0%-10.2%0.127%
8/6/2025Atlantic Union Bankshares Corp3,449$195K0.0%N/A0.033%
5/14/2025Flow Traders U.S. LLC14,499$805K0.0%N/A0.126%
5/13/2025Horizon Investments LLC4,208$234K0.0%+9.0%0.037%
4/9/2025NBC Securities Inc.1,202$66K0.0%+120,100.0%0.011%
4/9/2025Fiduciary 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%
1/13/2025Fiduciary 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%
10/11/2024Fiduciary Alliance LLC39,675$2.25M0.3%+13.6%0.398%
7/10/2024Fiduciary Alliance LLC34,923$1.90M0.3%+14.7%0.350%
4/17/2024Fiduciary 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%
2/7/2024NBC Securities Inc.1,245$63K0.0%-31.0%0.012%
1/17/2024Fiduciary 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%
11/4/2023NBC Securities Inc.1,804$95K0.0%N/A0.017%
10/18/2023Fiduciary 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%
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%


NANR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NANR shares?

During the previous two years, 19 institutional investors and hedge funds held shares of SPDR S&P North American Natural Resources ETF. The most heavily invested institutionals were Cornerstone Planning Group LLC ($12.77M), Fiduciary Alliance LLC ($5.90M), Baird Financial Group Inc. ($5.88M), Rothschild Wealth LLC ($4.53M), Perritt Capital Management Inc ($4.32M), Flow Traders U.S. LLC ($737K), and Horizon Investments LLC ($568K).Learn more on SPDR S&P North American Natural Resources ETF's institutional investors.

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

Of the 17 institutional investors that purchased SPDR S&P North American Natural Resources ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Planning Group LLC ($188.24K), Baird Financial Group Inc. ($91.54K), Rothschild Wealth LLC ($66.75K), Fiduciary Alliance LLC ($40.38K), Flow Traders U.S. LLC ($19.07K), Virtue Capital Management LLC ($7.76K), and Captrust Financial Advisors ($7.72K).

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

Institutional investors have bought a total of 326,690 shares in the last 24 months. This purchase volume represents approximately $22.00M in transactions.

Which of SPDR S&P North American Natural Resources ETF's 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: Perritt Capital Management Inc ($4.15M), Flow Traders U.S. LLC ($1.48K), Atlantic Union Bankshares Corp ($426.00), and Root Financial Partners LLC ($175.00).

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

Institutional investors have sold a total of 4,151,916 shares in the last 24 months. This volume of shares sold represents approximately $268.20M in transactions.


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This page (NYSEARCA:NANR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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