Aaron Wealth Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Aaron Wealth Advisors’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Hold	16,142	–	–	0.06%	203
2026 Q1	$1.36M	Sell	16,142 -2,577	-14%	-$205K	0.08%	160
2025 Q4	$1.27M	Sell	18,719 -397	-2%	-$26K	0.07%	199
2025 Q3	$1.23M	Hold	19,116	–	–	0.07%	187
2025 Q2	$1.08M	Hold	19,116	–	–	0.11%	126
2025 Q1	$1.06M	Sell	19,116 -1,000	-5%	-$54.1K	0.12%	119
2024 Q4	$1.03M	Hold	20,116	–	–	0.12%	116
2024 Q3	$1.14M	Hold	20,116	–	–	0.14%	101
2024 Q2	$1.1M	Sell	20,116 -74	-0.4%	-$4.14K	0.15%	92
2024 Q1	$1.1M	Sell	20,190 -4,300	-18%	-$213K	0.16%	84
2023 Q4	$1.25M	Sell	24,490 -75	-0.3%	-$3.81K	0.21%	63
2023 Q3	$1.3M	Hold	24,565	–	–	0.17%	77
2023 Q2	$1.27M	Hold	24,565	–	–	0.16%	83
2023 Q1	$1.32M	Hold	24,565	–	–	0.18%	84
2022 Q4	$1.33M	Sell	24,565 -435	-2%	-$23.7K	0.19%	83
2022 Q3	$1.19M	Hold	25,000	–	–	0.22%	69
2022 Q2	$1.23M	Hold	25,000	–	–	0.31%	53
2022 Q1	$1.45M	Hold	25,000	–	–	0.33%	46
2021 Q4	$1.1M	Hold	25,000	–	–	0.31%	50
2021 Q3	$995K	Hold	25,000	–	–	0.28%	49
2021 Q2	$1.04M	Sell	25,000 -51	-0.2%	-$2.14K	0.34%	48
2021 Q1	$964K	Sell	25,051 -310	-1%	-$11.5K	0.35%	50
2020 Q4	$840K	Buy	+25,361	New	+$791K	0.31%	48

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Aaron Wealth Advisors's NANR Position: Q2 2026 in Review

Aaron Wealth Advisors held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 16,142 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #203.

Aaron Wealth Advisors first reported a position in NANR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q1 2022. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Aaron Wealth Advisors held 16,142 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.22M as of Q2 2026.
Aaron Wealth Advisors left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Aaron Wealth Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2020 and has held it in 23 quarters since.
Aaron Wealth Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.45M in Q1 2022.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.