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

Accurate 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
2023 Q1	–	Sell	-2,263	Closed	-$127K	–	980
2022 Q4	$127K	Sell	2,263 -1,197	-35%	-$65.2K	0.05%	272
2022 Q3	$229K	Buy	+3,460	New	+$171K	0.1%	166

Other funds holding NANR

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PJSIMP

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

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

CIAS

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

Accurate Wealth Management's NANR Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2023, closing a stake of 2,263 shares — an estimated $127K sold.

Accurate Wealth Management first reported a position in NANR in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q3 2022. 84 funds tracked by Wall St. Rank hold NANR as of Q1 2023.

Accurate Wealth Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2,263 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2023, an estimated $127K.
Accurate Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2022 and held it in 2 quarters.
Accurate Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $229K in Q3 2022.
84 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.