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

Abound Wealth Management’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
2024 Q1	–	Sell	-635	Closed	-$32.4K	–	1358
2023 Q4	$32.4K	Buy	635 +83	+15%	+$4.22K	0.01%	192
2023 Q3	$29.2K	Hold	552	–	–	0.01%	184
2023 Q2	$28.5K	Hold	552	–	–	0.01%	179
2023 Q1	$29.6K	Hold	552	–	–	0.01%	167
2022 Q4	$30K	Sell	552 -80	-13%	-$4.36K	0.01%	157
2022 Q3	$30.2K	Buy	+632	New	+$31.3K	0.02%	158

Other funds holding NANR

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

CWM

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

Abound Wealth Management's NANR Position: Q1 2024 in Review

Abound Wealth Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2024, closing a stake of 635 shares — an estimated $32.4K sold.

Abound Wealth Management first reported a position in NANR in Q3 2022 and held it in 6 quarters. The position peaked at $32.4K in Q4 2023. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

Abound Wealth Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Abound Wealth Management sold 635 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2024, an estimated $32.4K.
Abound Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2022 and held it in 6 quarters.
Abound Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $32.4K in Q4 2023.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.